Medicaid Update &The Texas Long Term Care Partnership Program

Date: Wednesday, January 19, 2011
Time: 7:30 AM - 9:00 AM
Location: Southfork Hotel, Plano
Speaker: Mary Koffend and Lori Leu

 

BREAKFAST MEETING
WEDNESDAY, JANUARY 19, 2011
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
SOUTHFORK HOTEL
(East side of US 75 just north of 15th Street)
RESERVATION DEADLINE: THURSDAY, JANUARY 13
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY JANUARY 13)
 
MEDICAID UPDATE/TEXAS LONG TERM CARE INSURANCE PARTNERSHIP
MARY KOFFEND AND LORI LEU
 
This presentation will include an update on the financing of long-term care with Texas Medicaid and the role of the Texas long term care insurance partnership. The attendees will learn the options they can present to their clients in preparing for long-term care, how to identify clients who might be in need of Medicaid, the options with a partnership long term care policy and issues of which to be careful in meeting long-term planning needs of their clients that will disqualify their clients from eligibility for Medicaid. Mary Koffend, President, Accountable Aging Care Management, is a specialist in eldercare services and government-funded programs. She served elder and disabled clients for more than thirty years with the Social Security Administration (SSA) throughout Texas, including being responsible for Houston's largest and most complex SSA client service operation, and then managing the Medicaid provider services programs for the State of Texas. Lori Leu’s practice focuses on legal issues affecting seniors and long-term planning, from simple wills to more complicated estate planning, financing of long-term care, including Medicaid eligibility, advance directives, guardianships, and estate administration.
 
Continuing education credit pending for 1.0 Hour.
 
Membership dues do not include meals. Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.
 
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
 
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NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
 
 
PATRON: We would like to thank the following patron for their support:  The Catholic Foundation
 
 
Is your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information.
 

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