Cincinnati Lawyers Finney, Stagnaro, Saba & Patterson » Medicaid

Eastside Lawyers CLE: Friday, September 23rd, Settlement Tools and Tips

FSSP — Wed, 24 Aug 2011 14:41:20 +0000

Please Join Us for a CLE Program on September 23rd from 12:00 – 1:30pm -Cost $25 includes CLE & Lunch (OH, IN & KY)

Location: Hyde Park Country Club 3740 Erie Ave. Cincinnati OH 45208

Settlemet Tools and Tips

Presented by: William T. “Tay” Robinson, IV

12:00 – 1:00pm CLE Presentation

1:00 – 1:30pm Lunch – Eat in or carry out

DESCRIPTION: The following topics will be covered during Tay’s presentation:

I. What are types of annuities?

II. What is a Structured Settlement Annuity?

III. Investment Risk vs. Management risk

IV. Juvenile Case Considerations

V. Life Expectancy and Annuity Benefits

VI. What is a Qualified Settlement Fund?

VII. Structured Settlements can Defer Tax on a “taxable” award

RSVP Chrissy Rother crother@fssp-law.com or 513-533-2986

FSSP — Thu, 19 May 2011 20:50:36 +0000

Please Join Us for a CLE Program on June 23rd – Cost $20 includes CLE (OH, IN & KY)

Location: Hyde Park Country Club 3740 Erie Ave. Cincinnati OH 45208

Medicare and Settlement Planning

Presented by: Peter H. Wayne IV, Esq., FORGE Consulting LLC

3:30 – 4:30 pm CLE Presentation

4:30 – 5:00 pm Happy Hour with hors d’oeuvres

DESCRIPTION: The following topics will be covered during Peter’s presentation:

Ethical Considerations in Settlement Planning
The Forge Settlement Process
- Step 1: Learn about the Case Facts
- Step 2: Preserve Client Options & Understand Obligations
- Step 3: Allocation of Resources & Recommendation
- Step 4: Plan Implementation
Intake Reform
Special Needs Planning
- Entitlement vs. Needs Based Benefits
- Special Needs Trust (“SNT”)
Financial Strategies
Medicare Compliance
- History of MSP & What it Means
- Two parts to Medicare Compliance
Medicare Set Asides
- Definition & Description of MSAs
- MSA Considerations
- Requirements of completing an MSA evaluation
- Tips for MSA Compliance
Section 111 of the MMSA
- Medicare, Medicaid and SCHIP Extension Act (“MMSEA”)

Cost – $20.00

RSVP Chrissy Rother crother@fssp-law.com or 513-533-2986

FSSP — Fri, 08 Apr 2011 01:56:01 +0000

Please Join Us for a CLE Program on May 13th – Cost $20 includes CLE (OH & KY) and Lunch

Location: Hyde Park Country Club 3740 Erie Ave. Cincinnati OH 45208

Elder Law and Medicaid Basics - Presented by: Karen Rolcik, Esq.

12:00– 1:00 pm CLE Presentation

1:00 – 1:30 pm Lunch (Dine in or Carry-Out)

DESCRIPTION: The following topics will be covered during Karen’s presentation:

I. Elder Law Issues

II. Medicaid Basics

Cost – $20.00

RSVP Chrissy Rother crother@fssp-law.com or 513-533-2986