Continuing Legal Education

Illinois Medicaid Rules and Procedures Bootcamp

October 12, 2017
8:30 a.m. – 4:30 p.m.
6.75 MCLE hours

ISBA Regional Office
20 S. Clark Street, Suite 900
(map and directions)

Are you thinking of expanding your practice to include helping your clients apply for and receive Medicaid benefits to help pay for the cost of Long Term Care? Then you won’t want to miss this nuts-and-bolts seminar that teaches you everything you need to know about the Illinois Medicaid rules and procedures. Estate planning practitioners, family law attorneys, elder law lawyers, and new attorneys with basic to intermediate practice experience who attend this seminar will learn:

  • How to represent your clients when it’s time to apply for public benefits;
  • How a homestead or family farm can affect Medicaid eligibility;
  • The concepts and strategies you can use to legally and ethically protect assets while facilitating Medicaid eligibility;
  • How to prepare and submit applications in Decatur and Chicago;
  • How to appeal a denial of benefits; and
  • Much more.

Program Coordinator/Moderator:
Kristi M. Vetri
, Association Law Office, O’Fallon


NOTE: Your registration includes access to electronic course materials that will be sent to you via email prior to the seminar. Printed course materials may be purchased for a nominal fee via the registration page.



8:30 – 9:30 a.m.  The Facts & Nothing But the (Medicaid) Facts
This session focuses on the basics of the Medicaid eligibility rules in the world of long-term care coverage, and includes a review of the rules regarding resources, income, community spouse rules, the look-back period, and transfer penalty rules.
Constance Burnett Renzi, Mickey, Wilson, Weiler, Renzi & Anderson, P.C., Sugar Grove

9:30 – 9:45 a.m.  Break (beverages provided)

9:45 – 11:15 a.m.  Digging Deeper
Delve deeper into the intricacies of specific Medicaid eligibility rules with this informative presentation. Topics include: planning for the home; what to do when a homestead or the family farm exists; the issues that can arise and the planning options that are available when there is a spouse; and Medicaid qualified annuities, promissory notes, and care contracts, including what these are and when (and in what circumstances) these might be useful.
Anthony B. Ferraro, Di Monte & Lizak LLC, Park Ridge
Constance Burnett Renzi, Mickey, Wilson, Weiler, Renzi & Anderson, P.C., Sugar Grove
Kristi M. Vetri, Association Law Office, O’Fallon

11:15 – 11:45 a.m.  Panel Discussion: You Have Questions, We Have Answers
Take advantage of this interactive panel presentation that offers you a more personalized discussion by allowing you to ask specific questions regarding the topics covered so far in the seminar.

11:45 a.m. – 12:30 p.m.  Lunch (Provided)

  • 11:45 a.m. 12:00 p.m.   Lunch Served
  • 12:00 – 12:30 p.m.        Tabletop Discussions (No MCLE credit)
    Meet and mingle with the speakers during the lunch break for an informal discussion regarding their professional experiences dealing with Medicaid eligibility, long term care issues, and more.

12:30 – 2:00 p.m.  Advanced Issues: The Intersection of Long Term Care Costs, Estate Planning, Asset Preservation, and Ethics
This segment demonstrates the ethical planning techniques that are available to protect you and your client.

  • Estate Planning Considerations for Applicants & Community Spouses: A look at general estate planning considerations and a discussion on testamentary supplemental needs trusts, irrevocable trusts, and powers of attorney.
  • Liens & Estate Claims: A comprehensive overview of what you need to know about liens and estate claims related to Medicaid benefits for long-term care.
    Sandra Schildgen, Generation Law, Elmhurst

2:00 – 2:15 p.m.  Break (refreshments provided)

2:15 – 4:15 p.m.  Nuts & Bolts of the Application Process and Appeals
Get the basic nuts-and-bolts information you need on how to prepare and submit an application to both the Decatur and Chicago Hubs, as well as general information regarding how to appeal a denial of benefits. Best practice tips are also included.
Catherine E. Lenert, Mickey, Wilson, Weiler, Renzi & Anderson, P.C., Sugar Grove
Susan Dawson-Tibbits, Johnson Bunce & Noble P.C., Peoria

4:15 – 4:30 p.m.  Q&A Discussion