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CLE# 2009-018: Miller Trust Demystified: The Nuts & Bolts of Medicaid Income Qualifying Trusts

Credits: 2.5 General / 0.5 Ethics

Date: Wednesday, February 18, 2009


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Purchase Program Recording (includes course material):

  • DVD: $75.00
  • Audio portion only on CD-Rom: $75.00

Course Materials Only:

*No CLE credit for materials only.


Topics:
 
  • The function of a Miller Trust in qualifying for Medicaid
  • The “ins and outs” of administering a Miller Trust for different Medicaid programs
  • Legal requirements for establishing a Miller Trust, including the duties and responsibilities of a trustee
  • How to spot and avoid “red flag” issues for clients on Medicaid
  • Resources available to clients when financial abuses or exploitation of a vulnerable individual becomes an issue for Miller Trust beneficiaries
  • Ethics issues involved in establishment of a Miller Trust

Faculty:

Una Gandbhir, Sole Practitioner, Co-chair, Elder Law Section
Terry Hamm, Long-Term Care Coordinator, Alaska Division of Public Assistance
Anthony Banker, Attorney, Office of Elder Fraud and Abuse, Alaska Office of Public Advocacy
Carol Downey, Manager, Quality Assurance, Alaska Division of Senior and Disabilities Services
Robert Dreyer, Long-Term Care Ombudsman, Alaska Department of Revenue
Brenda Mahlatini, Manager, Adult Protective Services, Alaska Division of Senior and Disabilities Services 


Also listed in: Elder Law / Estate Planning / Probate

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