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Idaho ELdERLaW 2016

• LEGAL • FINANCIAL • MEDICAID TODAY

Idaho ELdERLaW 2016

...taught by Idaho Experts!

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Register today at www.pesi.com

Outline

• Planning for Long-Term Care, Including Medicaid Coverage

• Advance Directives

• Guardianship/Conservatorship

• Veterans’ Benefits

• Nursing Home Residents’ Rights

• Senior Housing & Financial Issues

8:00 Registration, Sign-In, & Course Materials (Morning Coffee & Tea)

8:30 PLANNING FOR INCAPACITY David Wilson How to Pay for long-Term Residential CarePrivate Paylong-Term Care Insurancegovernment Programs • medicare • Va Pensions • medicaidHow to Protect AssetsPlanning with Countable & Non-Countable assetsUsing Rules Regarding Paying for Care to Your advantageIrrevocable Trusts annuities/life Insurance/Retirement accounts gifting How to avoid the Pitfalls of guardianships • living Wills & Healthcare Powers of attorney (advance directives) • Financial Power of attorney

10:30 Break10:45 SPECIAL NEEDS TRUSTS Charlene Quade

Preserving Important Public Benefits for Persons with disabilities in Idaho OBRa ‘93 applicable Federal/State/administrative law Public Benefit Programs First Party: Special Needs Trusts Third Party: Supplemental Needs Trusts Trust administration, accounting, and Taxation Termination of Trust Special Needs Trusts - Court Fix for Failed Planning

11:45 Lunch (on your own) 12:45 GUARDIANSHIP AND CONSERVATORSHIP Charlen Quade guardianship in Idaho .5 Ethics

• Procedures for appointment of guardian for minor • Procedures for appointment of guardian for Incapacitated Person • Procedures for appointment of guardian for developmentally disabled Person • Contested guardianships • duties of guardian • Resignation or Removal of guardian • Termination of guardianshipConservatorship in Idaho • Procedures for appointment of Conservator • duties of a Conservator • Termination of Conservatorship

1:40 Break2:00 VETERANS’ BENEFITS Sunrise Ayers

Benefits available to Veterans & Family members & guidelines for QualifyingWhere & How to Find Resources for Veterans

SENIOR HOUSING ISSUESForeclosure Prevention – Common alternatives to ForeclosureFair Housing act • Protections available to Seniors • Reasonable accommodation & modification Requests

NURSING HOME RESIDENTS’ RIGHTS: FEDERAL & STATE LAWS .5 ethics SENIORS & FINANCIAL STABILITY

Financial exploitation • Signs to Watch For • What to do if Financial exploitation is discoveredIdentity Theft • How to Prevent Identity Theft • What to do if Identity Theft is discovereddealing with debt Collection Harassment • Negotiating a Settlement • Bankruptcy • Judgment-proof

4:00 Evaluations, Adjournment & Certificates

For locations and maps, go to www.pesi.com, find your event, and click on the seminar title.

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Earn CE where you work! Bring this training & many others to your facility!

Take advantage of this opportunity to interact with these experienced presenters and your colleagues regarding Idaho laws and regulations

Target Audience:Social Workers • Nursing Home administrators • Nurses • Counselors • admissions directors Case managers • discharge Planners • Health Care Facilities • Financial/Business Office managers Patient Care Coordinators • Psychologists • Professionals working with, caring for & advising the elderly & their families will greatly benefit from this intense one-day seminar.

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boise, idFriday May 20, 2016

boise, idFriday May 20, 2016

Earn 1 CE hour of Ethics at this 6 hour seminar!

...taught by Idaho Experts!

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800-844-8260Please have credit card available

800-554-9775

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Walk-ins are welcome but admission cannot be guaranteed. Call m-F 7:00-6:00 Central Time for space availabil ity if registering within one week of seminar.

Tuition Options:$30 Tuition: If you are interested in being our registration coordinator for the day, go to: www.pesi.com/coord for availability and job description, or call our Customer Service dept. at 800-844-8260.discounted Student Rate: as part of its mission to serve educational needs, PeSI, Inc. offers a reduced rate of 50% off standard tuition for students. enclose a current student schedule with registration form. go to www.pesi.com/students or call 800-844-8260 for details.

groups of 5 or more: Call 800-844-8260 for discounts.

ADA needs: We would be happy to accommodate your ada needs; please call at least two weeks prior to the seminar date.

w Check tuition: TUITION WITH SEMINAR MANUAL

$199.99 – choose one of the options below: ■ per person for 2 or more preregistering together —OR—

■ single registration postmarked 3 weeks prior to seminar date

■ $219.99 standard

■ $29.99* Multicultural Counseling Workbook (distributed at seminar—FRee SHIPPINg!)

■ $19.99* Life After Loss book (distributed at seminar—FRee SHIPPINg!)

*attendees add applicable state and local taxes except in aK, de, mT, NH, OR

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IdaHO eldeRlaW 2016

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■ BOISE, ID May 20, 2016 44698BOI Wyndham garden Boise airport 3300 South Vista ave • 83705 (208) 343-4900

SaVe BY INClUdINg THeSe PROdUCTS WITH SemINaR RegISTRaTION!

Your satisfaction is our goal — and our guarantee! If you are not satisfied with this seminar, we’ll make it right.

Comprehensive Resource Manual Included wit h Your Re gist rat ion!Idaho ElderLaw 2016, designed specifically for this seminar by david Wilson, Charlene Quade and Sunrise ayers, will be provided to each registrant.

live Seminar Continuing education Credit Information IN-HOUSE Bring this or any training to you. Visit www.pesi.com/inhouse for more info.

If you provide services to geriatric populations, your organization faces a legal and regulatory maze. In order to understand the needs and concerns of patients and their families, and to provide appropriate services and referrals, you are expected to have a thorough understanding of common and complex issues related to paying for medical expenses and long-term care, nursing home residents’ rights, competence, advance directives, guardianship, abuse and exploitation – and more.

mr. Wilson, ms. Quade and ms. ayers will provide current information that is crucial to understanding the legal and financial issues which impact the everyday aspects of providing health care services. You will leave this seminar with more confidence in care planning and case management of your geriatric patients.

Speakers

Hassle-Free Cancellation Policy: If you contact us before the event date, you can exchange for a certificate to attend another seminar, or receive a tuition refund less a $30 cancel fee. Substitutions are permitted at any time.

Idaho ELdERLaW

2016

DAVID J. WILSON, JD, LL.M., is a member of the elder law group at ahrens deangeli law group. His practice at ahrens deangeli centers on estate planning, asset protection and helping seniors plan for long-term care costs. mr. Wilson graduated cum laude from arizona State University College of law and completed a master of laws degree in taxation at New York University School of law. He clerked for the Honorable daniel Barker of the arizona Court of appeals and practiced for several years with an arizona estate planning firm before joining ahrens deangeli. He is a member of the arizona and Idaho Bar associations, the Southwest Idaho Planned giving Council and the Trust and estate Planners of Idaho (TePI). He also serves on the policy committee of the Idaho Quality of life Coalition.

CHARLENE K. QUADE is an attorney in Boise, Idaho, who has over 35 years of personal and professional experience in the area of helping persons with disabilities and their families. In 2006, she established C.K. Quade law, PllC, which provides full spectrum estate Planning with an emphasis in guardianship, Conservatorship, elder law, Social Security disability, Special education law, Special Needs Trusts, Supplemental Needs Trusts, and affirmative life Planning.

a founding board member, she continues as a member of the Idaho guardianship and Fiduciary association, and is a member of Idaho Families of adults with disabilities. She serves as a board member of adaptive Wilderness Sports of mcCall (aWeSOme!), and of the Trust estate Professionals of Idaho. She served as chair of the Interagency early Childhood Intervention Committee (mankato, mN), co-chair of the Parent Special education advisory Council (Wayzata, mN), and regional director (mN, WI, Nd, Sd) for the Williams Syndrome association of detroit, mI. a lifelong advocate for and mother of an adult with Williams Syndrome, Charlene holds a Bachelor of Science degree in Social Work and has authored numerous articles on childhood disability issues and delivered lectures all over the state regarding estate planning and disability matters. ms. Quade is a member of the Washington State Bar and the Idaho State Bar Taxation, Probate and Trust law Section.

SUNRISE AYERS, JD, is an attorney at Idaho legal aid Services, Inc., in the Boise Service Office, where she works with clients in the areas of wills, trusts, powers of attorney and guardianships; medicaid eligibility; and fair housing issues such as evictions and foreclosure prevention. She has staffed the Senior legal Hotline and served as project manager for an identity theft victim services grant and two Fair Housing outreach and education grants. ms. ayers joined Idaho legal aid in 2006, upon graduating cum laude from Northwestern School of law of lewis and Clark College.

Life After Loss: Contemporary Grief Counseling and TherapyBy Jackson Rainier, Ph.D., ABPP

Life After Loss: Contemporary Grief Counseling and Therapy is a reader friendly book with tools, techniques, and compass points to help others with the experience of grief. going beyond the well-known but outmoded stage theories of grief, this book explores and illustrates new models of treatment, applying them to the lived experience of bereaved clients. Best applied practices are examined, and the book quickly becomes a ‘go-to’ resource for typical and complicated facilitation of grief.

Have a seminar idea? A manuscript to publish? The nation’s top speakers and authors contact us first. If you are interested in becoming a speaker, or have a new topic idea, please contact sue Rogge at srogge@pesi.com or call (715) 855-5249.

Objectives

1. discuss three ways to pay for long-term care.

2. Identify alternatives to guardianship.

3. Compare the duties and limits of a guardian.

4. discuss procedures for appointment of a conservator.

5. describe the signs of senior financial exploitation.

6. Summarize federal and state laws regarding nursing home residents’ rights.

CaN'T aTTeNd THe SemINaR?See below for individual product orders

*Shipping is $6.95 first item + $2.00 each add’l item.

**Residents add applicable state and local taxes except in aK, de, mT, NH, OR

Product total $ __________ *Shipping __________ Subtotal __________ **Tax __________ TOTAL __________

___ Multicultural Counseling Workbook* $29.99 (PUB084065)

___ Life After Loss book* $19.99 (PUB045690)

Multicultural Counseling Workbook: Exercises, Worksheets & Games to Build Rapport with Diverse ClientsBy Leslie Korn, PhD, MPH, LMHC, RPP, CB

Interactive, engaging and fun -- this workbook is filled with valuable exercises, worksheets, games and clinical strategies to help you become more culturally competent. Use this powerful tool to explore cultural communities, religion, spirituality, gender, sexuality and disability. You’ll find unique activities to help you reflect on your own attitudes, prejudices, and develop new skills for working with and building rapport with diverse clients.

Credits listed below are for full attendance at the live event only. Certificates of Completion are distributed at the conclusion of the live seminar for those who register at least 10 days prior to the seminar date and who complete the full day. Partial certificates of completion (if your board allows), and for those who register within 10 days before the event, will receive their certificate of completion within 30 days following the event. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, or questions on home study credit availability, please contact cepesi@pesi.com or 800-844-8260 before the event.Information obtained in this course should be used within your scope of practice.PESI, Inc. offers continuing education programs and products under the brand names PESI, PESI Healthcare, PESI Rehab, MEDS-PDN, Psychotherapy Networker, HealthEd and Ed4Nurses.

THIS COURSE INCLUDES 60 MINUTES OF STATE-SPECIFIC ETHICS INSTRUCTION.

COUNSELORS: This activity consists of 6.0 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.

SOCIAL WORKERS: PeSI, Inc. Provider #:1062, is approved as a provider for social work continuing education by the associa-tion of Social Work Boards (aSWB), www.aswb.org through the approved Continuing education (aCe) Program. PeSI, Inc. maintains responsibility for the program. aSWB approval Period: January 27, 2014-January 27, 2017. Social workers should contact their regulatory board to determine course approval for continuing education credits. Social workers participating in this course will receive 5.0 (Clinical) and 1.0 (ethics) continuing education clock hours in participating in this inter-mediate course. a certificate of attendance will be awarded at the end of the program to social workers who complete the program evaluation.

PSYCHOLOGISTS: PeSI, Inc. is approved by the american Psy-chological association to sponsor continuing education for psychologists. PeSI maintains responsibility for this program and its content. PeSI is offering this activity for 6.0 hours of continuing education credit. Full attendance is required; no partial credits will be offered for partial attendance.

NURSES/NURSE PRACTITIONERS/CLINICAL NURSE SPECIALISTS: This activity meets the criteria for a formally approved american Nurses Credentialing Center (aNCC) activity PeSI, Inc, is an approved provider by the american Psychological association, which is recognized by the aNCC for behavioral health related activities. Full attendance is required; no partial credit will be awarded for partial attendance.

This activity qualifies for 6.0 contact hours.

NURSING HOME ADMINISTRATORS: This program has been submitted (but not yet approved) for 6 continuing education clock hours and 6 par-ticipant hours from NaB/NCeRS. Call our customer service department at 1-800-843-7763 for further information.

CASE MANAGERS: This course has been submitted to the Commission for Case manager Certification for approval. Full attendance is required.

IDAHO COUNSELORS: This intermediate activity is approved for 6.0 clock hours of continuing education instruction. The Idaho licensing Board of Professional Counselors and marriage and Family Therapists recognize courses and providers that are approved by the aPa. a certificate of attendance will be awarded at the end of the program to counselors who complete the program evaluation, to submit to their state board.

OTHER PROFESSIONS: This seminar qualifies for 6.0 continuing educa-tion clock hours as required by many national, state and local licensing boards and professional organizations. Save your course outline and certificate of completion, and contact your own board or organization for specific requirements.

Questions? Call Customer Service: 800-844-8260