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Article ID: 214
Last updated: 24 Aug, 2026
The Evelyn Frank Legal Resources Program (EFLRP) regularly hosts trainings (via webinars and other presentations) that provide tools for the public to understand and navigate the complex world of Medicare and Medicaid in New York. Some of these trainings are via the NYLAG webinar account, and those are typically recorded and posted below and on NYLAG's YouTube Channel. We also give trainings at statewide events, such as the Annual Elder Law Forum and the New York State Bar Association. We have included recordings of some of those trainings as well. For each training listed below, we have hyperlinked the title of the training. In other words, if you click on the title, it will bring you to a video of the recorded training. A PDF copy of the slides for most trainings are attached to this article. Note that we are unable to offer CLE credit for those viewing any of our recorded trainings. Upcoming TrainingsWe'll post upcoming trainings here as they are scheduled. Past TrainingsMedicaid Eligibility, Applications and RenewalsMECM: Trouble Shooting Common IssuesDate: Thursday, July 9, 2026 Length: 1 hour Description: Join Rebecca Wallach, Esq., Director of the Evelyn Frank Legal Resources Program (EFLRP), and Rachel Holtzman, Esq., Education and Policy Consultant, on Thursday, July 9, 2026 from 11:30am-12:30pm for the second of a two-part summer training series on the Medicaid Eligibility and Client Management system (MECM). In this second webinar, we will go over how to issue spot, and how to trouble shoot issues if/when they arise for your clients. We will talk through questions such as: How do I know which system my client's case is in? My client's case is on MECM but they need homecare through a MLTC plan – how can I help them? My client's Medicaid case was up for renewal on NYSOH, but they were just sent a Medicaid application from the LDSS/HRA - what's going on? If my client already has an open Medicaid case at the LDSS/HRA, can they apply for the Medicare Savings Program (MSP) on MECM? And more! Presenters: Rachel Holtzman, Esq. and Rebecca Wallach, Esq. Slides: Available here and attached to the bottom of this article. MECM: Reintroduction to the New Website for (some) Medicaid and MSP Applications and RenewalsDate: Thursday, June 25, 2026 Length: 1 hour Description: This webinar is the first of a two-part summer training series on the Medicaid Eligibility and Client Management system (MECM). MECM is the new online application and renewal system for some Medicaid cases and Medicare Savings Program (MSP) cases in New York State. In this first webinar, we will review what the new system is, who it will affect, what the benefits and challenges are, and where to go for help. We will also provide an overview of updates that have occurred since the system publicly launched in December of 2025. Presenters: Rachel Holtzman, Esq. and Rebecca Wallach, Esq. Slides: Available here and attached to the bottom of this article. MECM: Modernizing Medicaid Applications & Renewals for Older Adults & People with Disabilities in NY StateDate: December 17, 2025 Length: 1.5 hours Description: Watch this webinar to learn about Medicaid Eligibility Client Management system (MECM), the new online system New York State will use for applications and renewals of select Medicaid benefits. What you'll learn: The current status of MECM, Expected timeline for bringing additional cases onto MECM, Medicaid fair hearing rights related to MECM, Sources of help navigating MECM, And more! This webinar will provide the tools and updates you need to support your clients. Presenters: Rebecca Wallach, Esq., and Rachel Holtzman, Esq. Slides: Available here and attached to the bottom of this article. 2023 Expansion in Medicaid Income and Asset Limits for Age 65+, Blind & Disabled New YorkersDate: January 18, 2023 Length: 2 Hours Description: On January 18, 2023, Valerie Bogart, Rebecca Wallach, and Kelly Murray of NYLAG's Evelyn Frank Legal Resources Program presented this webinar on the 2023 Expansion in Medicaid Income and Asset Limits for Age 65+, Blind & Disabled New Yorkers. Presenters: Valerie Bogart, Esq., Rebecca Wallach, Esq., and Kelly Ann Murray, Esq. Slides: Available here and attached to the bottom of this article. Additional Materials:
Medicaid Eligibility for Age 65+ and People with DisabilitiesDate: September 29, 2022 Length: 1 Hour Description: A webinar in the Chat with the Expert series, sponsored by the NYC Department for the Aging. This webinar includes a preview of the increases in the Medicaid income and asset limits coming in 2023. Presenters: Valerie Bogart, Esq. and Anna Arellano, Esq. Slides: Available here and attached to the bottom of this article. Medicare and Medicaid for People Age 65, Blind or Disabled and Access to Long Term Care Services in the CommunityDate: July 6, 2016 Length: 2 Hours Description: This webinar covers Medicare and Medicaid basics, in addition to Medicaid community-based long term care services. Presenter: Marie T. Vaz, Esq. Medicaid Home Care and Managed Long Term Care (MLTC)Medicaid Home Care: How to Navigate Medicaid Managed Care to Get the Services Your Client NeedsDate: June 10, 2026 Length: 1.5 hours Description: Join Peter Travitsky, Supervising Attorney, and Ana Maria Cardenas, Staff Attorney, from the New York Legal Assistance Group’s Evelyn Frank Legal Resources Program for an in depth training on navigating Medicaid managed care to help clients access essential home care services. This webinar will review Medicaid home care options — including personal care and Consumer Directed Personal Assistance Services (CDPAS) — and guide participants through the prior authorization process. Presenters will share best practices for submitting strong requests for new services or increases in care, with tips on documentation, clinical justifications, and avoiding common obstacles. The session will also provide a clear overview of what to expect when services are denied or reduced. Attendees will learn the steps involved in internal plan appeals, fair hearings, and when an external appeal may be appropriate. Participants will come away with practical strategies for advocating effectively within Medicaid managed care. Peter Travitsky will also discuss the Independent Consumer Advocacy Program (ICAN) and appeal support that ICAN can provide. Presenters: Ana Maria Cardenas, Esq., and Peter Travitsky, Esq. Slides: Available here and attached to the bottom of this article. Introduction to Accessing Community-Based Long Term Care in New YorkDate: April 22, 2026 Length: 1.5 hours Description: This webinar will introduce participants to key services — including personal care, Consumer Directed Personal Assistance Services (CDPAS), and managed long term care benefits. Presenters will also walk through the eligibility and enrollment process, beginning with the New York Independent Assessor Program and the MLTC enrollment process. They will also explain how the Immediate Needs process works. Presenters: Peter Travitsky, Esq., and Wenrui Chen, Esq. Slides: Available here and attached to the bottom of this article. Medicaid Monday: CDPAP After Transitions - What Consumers and Caregivers Need to Know Date: April 13, 2026 Length: 25 minutes Description: Sponsored by Pierro, Connor & Strauss, LLC. New York’s CDPAP program has officially transitioned to a single statewide fiscal intermediary and the rollout is raising big questions. In this episode, attorneys Lou Pierro and Frank Hemming are joined by Medicaid advocate Valerie Bogart to break down what the changes mean for consumers and caregivers right now. Learn about payroll, compliance, MLTC plans, eligibility updates, and common challenges under the new system - plus practical tips to navigate the transition and protect your rights. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. New ADL Eligibility Criteria for Medicaid Home Care Beginning September 1, 2025Date: August 26, 2025 Length: 2 Hours Description: In this webinar, Valerie Bogart, Of Counsel for NYLAG's Evelyn Frank Legal Resources Program, walks through the new ADL eligibility criteria for Medicaid home care that will begin on Sept. 1. In this video, you will learn: How assessments by the NY Independent Assessor (NYIAP) will determine eligibility, Special rules for individuals with Alzheimer’s or dementia, and Who qualifies for “legacy status” and is exempt from the new criteria. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. New York Independent Assessor: New Assessment System for Medicaid Home Care in New York StateDate: February 8, 2023 Length: 2 Hours 15 Minutes Description: On February 8, 2023, Valerie Bogart and Rebecca Wallach of NYLAG's Evelyn Frank Legal Resources Program presented this webinar on the New York Independent Assessor: New Assessment System for Medicaid Home Care in NYS (personal care, CDPAP, and Managed Long Term Care). Presenters: Valerie Bogart, Esq. and Rebecca Wallach, Esq. Slides: Available here and attached to the bottom of this article. NYS Medicaid Home Care Changes Coming in 2022Date: January 25, 2022 Length: 2 Hours Description: Webinar conducted by NYLAG Evelyn Frank Legal Resources Program on Jan. 25, 2022. Describes changes in NYS Medicaid Home Care that started being rolled out Nov. 8, 2021: the new “Independent Assessor” for home care, which starts March 1, 2022, changes in Transition Rights, Involuntary Disenrollment from MLTC, and more. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. Moving Beyond Institutional Nursing Home CareDate: May 27, 2021 Length: 1.75 Hours Description: This NYSBA webinar is about Diverting Nursing Home Admissions & Transitioning to the Community from a Nursing Home. Remaining at home, instead of entering a nursing home, is the first choice for older adults and people with disabilities. Adequate home-based services are critical for avoiding a nursing home admission and for transitioning from a nursing home to the community. This program will focus on eligibility for and available home and community-based services (HCBS) under Medicaid in New York, and overcoming barriers to accessing HCBS. The panel will discuss programs and services essential for diverting people from nursing homes and transitioning back to the community, limitations on HCBS that lead to undue institutionalization, and recent policies, proposals, and workforce issues affecting HCBS in New York. The COVID-19 pandemic has heightened the need to expand and increase access to HCBS services in New York. Note: To view the recording, you must be a NYSBA member and log-in using your NYSBA credentials. Once you log-in, you can click "Launch Program" to watch the recording. Valerie Bogart's presentation, titled "Getting out or Staying out of a Nursing Home: Medicaid Home Care Strategies & Obstacles," is the second of four presentations in the webinar. Valerie's presentation starts at 25:40 and ends at 41:48. Presenters: Natalie Kean (Justice in Aging), Valerie Bogart, Esq. (NYLAG), Bryan O'Malley (Consumer Directed Personal Assistance Association of New York State), Suzanne de Beaumont (New York Association on Independent Living, Inc.), and Moderator Simeon Goldman (Formerly of Disability Rights New York) Slides: Available here and attached to the bottom of this article. Additional Materials: A MLTC resource list is available here and attached to the bottom of this article. West Side Inter Agency Council on Aging Presentation: Update on NYS Medicaid Changes – Lookback and Home Care AssessmentDate: April 15, 2021 Length: 1.5 Hours Description: Webinar conducted by Valerie Bogart, Director, NYLAG Evelyn Frank Legal Resources Program for the Manhattan West Side Interagency Council on Aging on April 15, 2021, with latest update on how New York plans to implement the “lookback” for eligibility for Medicaid home care, assisted living program and other community-based long term care services. The webinar also gives an update on other home care assessment changes and some of the special rules that make it easier to apply for and keep Medicaid during the COVID-19 public health emergency. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. East Side Inter Agency Council on the Aging Presentation: Medicaid Cuts in FY 2020-21 NYS BudgetDate: September 9, 2020 Length: 1 Hour 45 Minutes Description: The webinar focuses on the new Lookback and home care eligibility assessment. Please note that the webinar says the lookback will start Jan. 1, 2021. That has since changed to April 1, 2024. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. West Side Inter Agency Council on Aging Presentation: Medicaid Cuts in FY 2020-21 NYS BudgetDate: April 20, 2020 Length: 2 Hours 15 Minutes Description: The webinar focuses on Medicaid eligibility and home care access as well as COVID-19 Medicaid rules. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. Medicaid Appeals and Fair HearingsBest Practices in Non-MAGI Medicaid Renewals & Fair Hearing AdvocacyDate: October 15, 2025 Length: 1.5 Hours Description: This session focuses on practices with HRA in New York City, while offering insights applicable to practitioners across New York. What you'll learn: The current status of Medicaid unwind policies, Best practices for submitting renewals to HRA Strategies to manage late renewals and prevent coverage gaps, and The basics of Medicaid fair hearing advocacy. Whether you're new to Medicaid renewals or seeking a refresher, this webinar will provide the tools and updates you need to support your clients. Presenters: Kelly Ann Murray, Esq., Rebecca Wallach, Esq., and Rachel Holtzman, Esq. Slides: Available here and attached to the bottom of this article. The New MLTC Appeal Requirements - Exhaustion of Plan AppealsDate: April 23, 2018 Length: 2 Hours Description: Changes in federal Medicaid regulations will take effect in New York State May 1, 2018. These changes affect over 4.7 million New Yorkers -- all members of Medicaid Managed Long Term Care (MLTC) Plans and “mainstream” Medicaid managed care plans. If the managed care or MLTC plan denies or reduces a service after May 1, 2018, the member will be required to request an internal “Plan Appeal” first, and wait for the plan’s decision, before they request a Fair Hearing with the NYS Office of Temporary & Disability Assistance. In other words, they are required to “exhaust” the internal plan appeal before requesting a fair hearing. The CLE will explain the new rule and its limited exceptions, and the new appeal process. It will also cover the new requirements for the plan member to “authorize” a representative to request a plan appeal or a fair hearing. Presenters: Valerie Bogart, Esq. and Rebecca Wallach, Esq. Additional Materials: The 78-page webinar appendix, which includes federal regulations, state notice templates, state and consumer-advocate fact sheets for consumers, and advocacy materials, can be found here. MedicareMedicare Open Enrollment: How Medicare Can Meet Your Health and Drug Coverage NeedsDate: October 30, 2025 Length: 1 Hour Description: During this webinar, you will learn: Updates to Medicare Part D and Medicare Advantage Plans for 2026—and what they could mean for you and your clients, How to compare plans and find the one that best fits your health and financial needs, and Programs that may help lower your Medicare costs. Presenters: Rebecca Wallach, Esq., and Kelly Ann Murray, Esq. Slides: Available here and attached to the bottom of this article. How to Get Your Medicare to Meet Your Health and Drug Coverage NeedsDate: November 1, 2023 Length: 1 Hour Description: Medicare Open Enrollment is available from October 15 until December 7 each year. During Open Enrollment, Medicare beneficiaries can make changes to their coverage for the upcoming year. Even if you are happy with your current health and drug coverage, Open Enrollment is the time to review what you have, compare it with other options, and make sure that your current coverage will meet your needs for the upcoming year. In this webinar, NYLAG's Evelyn Frank Legal Resources Program cover how to navigate Medicare Part D during Open Enrollment and: Learn about any changes to Medicare Part D and Medicare Advantage Plans for 2024 and how they might affect you. Find out how to research which Part D or Medicare Advantage Plan is best for you. Learn about programs that can lower your Medicare costs. Presenter: Kelly Ann Murray, Esq. Slides: Available here and attached to the bottom of this article. Medicare Part D - Annual Enrollment PeriodDate: October 20, 2020 Length: 2 Hours Description: The webinar focuses on all things Medicare Part D for the 2021 enrollment period. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. TrustsPooled Income Trusts: A Pathway to Medicaid EligibilityDate: November 1, 2022 Length: 1 Hour Description: A webinar in the Chat with the Expert series, sponsored by the NYC Department for the Aging. This webinar focuses on Pooled Income Trusts (PITs). Presenter: Tea Bishop, Esq. Using Supplemental Needs Trusts To Retain Public Benefits - Part 2Date: November 15, 2019 Length: 1 Hour 30 Minutes Description: Part 2 of NYLAG's Evelyn Frank Legal Resources Program & NY Association on Independent Living Continuing Legal Education Program two-part webinar entitled "Using Supplemental Needs Trusts to Protect Medicaid, SSI, and Other Benefits." This webinar covers: Options when you receive a Lump Sum vary with different benefits; the rules on impact of “transferring” the lump sum or spending it or depositing it into an SNT for on various benefits (Medicaid, SSI, Veteran’s Benefits, SNAP/Food Stamps, and Housing Subsidies/Section 8). Presenter: Valerie Bogart, Esq. Slides (for part 1 and part 2 combined): Available here and attached to the bottom of this article. Using Supplemental Needs Trusts To Retain Public Benefits - Part 1Date: November 06, 2019 Length: 1 Hour 30 Minutes Description: Part 1 of NYLAG's Evelyn Frank Legal Resources Program & NY Association on Independent Living Continuing Legal Education Program two-part webinar entitled "Using Supplemental Needs Trusts to Protect Medicaid, SSI, and Other Benefits." This webinar covers: What is a Supplemental Needs Trust; types of SNTs (pooled trusts vs. individual trusts, 3rd party trusts vs. self-settled trusts); Using SNTs to eliminate the Medicaid Spend-down; Basics of Pooled Income Trusts (NOT a detailed explanation of all of the steps to get trust approved by Medicaid - for more on that see this Step by Step guide); What expenses may be paid by an SNT (Different rules for Medicaid, SSI, and other benefits); how ABLE accounts are different than SNTs. Presenter: Valerie Bogart, Esq. Slides (for part 1 and part 2 combined): Available here and attached to the bottom of this article. Pooled Trusts and the Changing Managed Long Term Care Landscape - Special Issues for Married CouplesDate: May 18, 2019 Length: 50 minutes Description: Recorded webinar of NY Metropolitan Elder Law Institute, a project of UCS Trust Services. In this presentation Valerie explains when a Pooled Trust is not needed, and discusses special Medicaid budgeting strategies and special issues for married couples. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. Additional Materials: See other recordings of lectures from the 2016 and 2014 New York Metropolitan Elder Law Institutes, here. Elder Law ForumsThe Annual Elder Law Forum is sponsored by Pierro, Connor & Strauss, LLC. Medicaid Update at the 31st Annual Elder Law ForumDate: May 14, 2026 Length: 38 minutes Description: Medicaid rules and funding are changing. Are you prepared? In this essential session from the May 14, 2026 Elder Law Forum, Medicaid expert Valerie Bogart delivers her annual update on key policy shifts, eligibility issues, and what professionals need to know now to better serve older adults and individuals with disabilities. It's a must-watch for anyone navigating long-term care planning in New York. Topics include: (1) 30-month Financial Lookback for Home Care Eligibility Status, (2) The Strict ADL Thresholds for NEW applicants for MLTC, CDPAP or Personal Care, (3) Update on Nursing Home Transition & Diversion Waiver, (4) New Fair Hearing “Call In” Procedures starting upstate May 11th OTDA Fair Hearing Phone Call-In Pilot Beginning in 2026, (5) HR1 “OBBBA” changes - Impact on aged/disabled, (6) NEW: Some Non-MAGI Applications (Age 65+, Disabled) can be Filed Online - Medicaid Eligibility and Client Management System (MECM). But not those seeking home care yet. (7) Update on CDPAP and the PPL Transition Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. Additional Materials: You can view the recording of the panel on Medicaid home care transitions, which includes Valerie Bogart speaking from 42:28 to 54:45), here. And you can view all recordings from the 31st Annual Elder Law Forum here. Medicaid Update at the 30th Annual Elder Law ForumDate: May 15, 2025 Length: 38 minutes Description: Are you ready for what’s ahead in Medicaid policy? At the 30th Annual Elder Law Forum on May 15, 2025, Valerie Bogart delivered her annual update, breaking down critical changes affecting older adults and people with disabilities. From New York’s shifting Medicaid budget to national reforms under debate in Congress, this session covers it all. Get expert insights on the CDPAP transition, the looming 2.5-year lookback for home care, challenges with the NY Independent Assessor, and what the future holds for access and eligibility. Don’t miss this essential Medicaid deep dive! Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. Additional Materials: You can view the recording of the panel on Medicaid home care transitions, which includes Valerie Bogart speaking from 42:00 to 54:43), here. And you can view all recordings from the 30th Annual Elder Law Forum here. Medicaid Update at the 29th Annual Elder Law ForumDate: May 16, 2024 Length: 36 minutes Description: Where can you get the most current information on Medicaid Home Care and what it means to the New Yorkers you serve? From Valerie Bogart, Of Counsel at the New York Legal Assistance Group! Watch her session at the May 16 annual Elder Law Forum for her update. With drastic proposed state budget cuts, a looming 'lookback' and continued challenges in obtaining the necessary hours of care, Valerie tells you what all the changes mean for people who need long-term care, and give insights on the current state of New York's Medicaid program. Learn about: Restrictions on access to CDPAP services and other Medicaid long-term care enacted in the NYS Budget in April 2024, Medicaid Redesign Team II restrictions enacted in 2020 that were put on hold during the pandemic - will they take effect and when?, Restricting Medicaid personal care and CDPAP and MLTC enrollment to those who need physical help with 3 Activities of Daily Living (2 for those with dementia), new 2 ½ year lookback for asset transfers for home care and the Assisted Living Program, Updates on the NY Independent Assessor, Home Care Savings & Reinvestment Act (S7800/A8470) that would replace the MLTC program with a managed fee-for-service system, and Change in how MLTC members access non-emergency medical transportation starting March 1, 2024. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. Additional Materials: You can view the recording of the panel on how to find, manage and pay for care, which includes Valerie Bogart speaking from 22:15 to 34:30, here. Medicaid Update at the 28th Annual Elder Law ForumDate: May 11, 2023 Length: 47 minutes Description: In this video, you'll hear about the most current rules to qualify for and obtain Community Medicaid in New York from Valerie Bogart, Director of the Evelyn Frank Legal Resources Program at the New York Legal Assistance Program (NYLAG). She was introduced by long-term colleague Peter J. Strauss, Senior Partner, Pierro, Connor & Strauss. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. Additional Materials: You can view the recording of the panel discussing the case study, featuring Stanley, an actual Albany consumer approved for only 5 hours/day after NYIA assessment, here. In the panel, experts, including Valerie Bogart, discuss strategies to advocate for him - ranging from financial planning and pooled trust to advocating with the MLTC plan for more hours. Medicaid Update at the 27th Annual Elder Law ForumDate: May 19, 2022 Length: 39 minutes Description: May 16th was the day that game-changing procedures to apply for MLTC and other Medicaid home care rules went into effect. Where can you learn how they work and what they mean to the New Yorkers you serve? Watch this video as Valerie Bogart will get you up to speed on 22 OHIP/ADM-1 issued April 20, 2022 and more! In this video, Valerie analyzes the new rules, tells you what these changes mean for people who need long-term care, and gives insights on the current state of New York's Medicaid program. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. Medicaid Update at the 26th Annual Elder Law ForumDate: May 21, 2021 Length: 50 minutes Description: In this video, Louis W. Pierro gives his welcoming remarks for the 26th Annual Elder Law Forum before introducing Valerie Bogart, Director of Evelyn Frank Legal Resources Program, NYLAG. In Valerie's presentation, she gives a Medicaid update and provides insight into the new rules from the Department of Health and the timetables for enforcement. Presenter: Valerie Bogart, Esq. Slides: Available here and attached to the bottom of this article. Additional Materials: You can view the recording of the panel on fair hearings and appeals, featuring Valerie Bogart, here. Borchard Foundation Five-Part Training SeriesIn April and May 2016, we conducted a five-part Continuing Legal Education Webinar program focused on eligibility and application procedures for older persons and people with disabilities who need help paying the out-of-pocket costs for Medicare, and cannot afford services not covered by Medicare such as home care. This series does not include Medicaid eligibility for nursing home care or managed long term care in depth. Links to view the completed webinars and to download the materials FREE are posted below. NYLAG Is Grateful to the Borchard Foundation Center on Law & Aging for Support for the 2016 Program! Borchard Foundation Training Series Part 5 - Disabled Adult Blind (DAB) Medicaid: Applications and ProceduresDate: May 6, 2016 Length: 1 Hour Description: This webinar covers: Tips for Requesting “Retroactive” eligibility to cover bills in 3 months preceding application; and Tips for people how people seeking Managed Long Term Care apply for Medicaid. Presenters: Kelly Ann Murray, Esq. and Paula Arboleda, MSS, MLSP Slides: Available here and attached to the bottom of this article. Additional Materials: Download the sample Medicaid application here. It is also attached to the bottom of this article. Borchard Foundation Training Series Part 4 - Disabled Adult Blind (DAB) Medicaid: Financial EligibilityDate: May 6, 2016 Length: 2 Hours Description: This webinar covers: Income & Resource Rules for this “non-MAGI” category; How Income is Budgeted (Singles vs. Couples, Spousal Refusal & Spousal Impoverishment); Basics of Medicaid “Spend-down” and tips for reducing it; and Special rules for working people with disabilities < 65 Presenters: Valerie Bogart, Esq. and Peter Travitsky, Esq. Slides: Available here and attached to the bottom of this article. Additional Materials: Download the DAB household size calculator chart here. It is also attached to the bottom of this article. Borchard Foundation Training Series Part 3 - How to Access Medicaid ServicesDate: April 27, 2016 Length: 1 Hour 30 Minutes Description: This webinar covers: the different types of Managed Care plans and what services they provide; Differences for people with and without Medicare; transitions for new Medicare beneficiaries; and Differences for people seeking Medicaid home care services. Presenters: Marie T. Vaz, Esq. and Peter Travitsky, Esq. Slides: Available here and attached to the bottom of this article. Borchard Foundation Training Series Part 2 - Medicaid OverviewDate: April 27, 2016 Length: 1 Hour 30 Minutes Description: This webinar provides an overview of Medicaid, including which “Bucket” or Category is client in –(MAGI or Non-MAGI), Who has a choice of category and “mixed” households, who is/is not covered by the Affordable Care Act, and Immigration & Residency Criteria. Presenters: Valerie Bogart, Esq. and Marie T. Vaz, Esq. Slides: Available here and attached to the bottom of this article. Borchard Foundation Training Series Part 1 - Medicare 101Date: April 13, 2016 Length: 1 Hour 30 Minutes Description: This webinar explains Medicare basics, including navigating costs for low income beneficiaries. Presenters: Kelly Ann Murray, Esq., Paula Arboleda, MSS, MLSP Slides: Available here and attached to the bottom of this article. Views: 24297
Posted: 19 May, 2016 by
Valerie Bogart (New York Legal Assistance Group)
Updated: 24 Aug, 2026 by
Valerie Bogart (New York Legal Assistance Group)
Attached files
2025-10-15 Medicare Open Enrollment - How Medicare Can Meet Your Health and Drug Coverage Needs.pdf (772 kb)
2025-08-26 New ADL Eligibility Criteria for Medicaid Home Care Beginning September 1 2025.pdf (1.02 mb)
2016-04-27 Borchard Foundation Training Series Part 3 - How to Access Medicaid Services.pdf (717 kb)
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