Training Outline for Advocates on Supplemental Needs Trusts (SNTs) (individual and pooled), and the effect of SNTs and lump sums on various public benefit programs (updated 9/3/2026). Updated sections include ABLE account change in 2026, and new asset limit in Public Housing and Section 8.

Use this worksheet to convert lifetime total amount received in Holocaust reparations / restitution from foreign currencies (Deutschmarks and Euros) into U.S. Dollars. This is for purposes of taking advantage of the exemption of saved reparations payments from the resource test for Federally-funded means-tested benefits, like Medicaid and Supplemental Security Income. Updated monthly.

Fact sheet about Medicaid eligibility for the Disabled, Aged 65+, and Blind (DAB) category and about applying for Community Medicaid in order to receive home care (personal care or consumer-directed personal assistance) through Managed Long Term Care or based on Immediate Need through the local Medicaid program. (updated 8/17/2026 with new rules on IRA distributions that took effect Jan. 1, 2026 - announced in 2025 GIS-MA-15 https://www.health.ny.gov/health_care/medicaid/publications/docs/gis/25ma15.pdf)

This is a fillable version of the official PPL paper timesheet for CDPAP Personal Assistants or consumers to complete if they cannot access or use PPL's timekeeping app. Consumer must request an exception from PPL not to use the Time4Care or Telephony app - see this form https://pplfirst.com/wp-content/uploads/2025/04/Paper-Timesheet-Exception-Form.pdf. The fillable TIMESHEET form has an email address, mailing address and fax number to submit the completed timesheet, which must be signed by the consumer. PPL non-fillable form at https://pplfirst.com/wp-content/uploads/2025/04/NY-CDPAP-Paper-Timesheet.pdf. Instructions for filling out the form are posted at https://pplfirst.com/wp-content/uploads/2025/04/Submitting-Paper-Timesheet-Instructions.pdf.

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.

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.

Update presented at Elder Law Forum on May 14, 2026 - https://www.pierrolaw.com/events/annual-elder-law-forum/ on:
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

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

This Alert, updated from the original posted on on February 25, 2025, provides information on the secure internet site that HRA has developed which will allow Managed Care Organizations to access notices which contain information on the status of and changes to their consumers’ Medicaid eligibility status. Additional information can be found in the Alert.

This Alert is to advise Authorized Client Representatives, Medicaid Providers, Hospitals,
Community Based Organizations, Advocates and Agencies that the Brooklyn South Medicaid
Office currently located at 785 Atlantic Avenue will relocate to 495 Clermont Avenue (around
the corner from 785 Atlantic Avenue). Additional information is in the Alert.

NYC HRA MAPDR-01 (updated 05/14/2026, previously updated 02/23/2026) -- Final 2026 chart with 2026 Federal Poverty Limits

Excel template to calculate Medicaid non-MAGI eligibility under the 2026 levels. Can be used as a tool to estimate spend-down and pooled trust contributions. Template has different tabs for different types of budgeting schemes - spousal impoverishment, special housing allowance, MBI-WPD. See list at http://health.wnylc.com/health/entry/222/. Note instructions on 1st tab

Health insurance offered statewide as an option to full-time CDPAP Personal Assistants (PA)s working with PPL (min. 130 hours/month) beginning May 1, 2026. See more here.

PowerPoint presented in "Medicaid MOnday" presentation sponsored by Pierro, Connor & Straus on April 13, 2026. Shorter version used in that webinar is here https://www.pierrolaw.com/wp-content/uploads/2026/04/Medicaid-Monday-April-2026-Presentation_CDPAP-After-Transitions.pdf.
View webinar at https://www.youtube.com/watch?v=Jl5IywQo3OA

Brief filed 8/23/11 in 09 CIv. 8381, USA ex rel Feldman v. City of New York

NYC's motion for summary judgment in US vs. NYC, SDNY Civil No. 09 Civ. 8381 (JSR) - False Claims Act case against NYC for authorizing 24-hour Medicaid personal care services, filed August 1, 2011