This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
his course provides attorneys with a comprehensive overview of the key differences between Medicare Supplement (Medigap) policies and Medicare Advantage plans, with a focus on legal, regulatory, and client counseling implications. Participants will gain a clear understanding of how these coverage options interact with traditional Medicare, including eligibility requirements, enrollment periods, and coverage limitations.
The program will examine federal regulations governing Medigap policies and Medicare Advantage plans, as well as compliance considerations for practitioners advising clients on healthcare coverage decisions. Special attention will be given to common legal issues such as marketing practices, beneficiary protections, appeals processes, and the impact of plan selection on long-term healthcare costs and access to providers.
Attendees will learn how to counsel clients—particularly seniors and individuals approaching retirement—on selecting appropriate coverage based on their financial circumstances, healthcare needs, and risk tolerance.
Faculty
William McKendree, JD, MPA
For over 25 years, Bill McKendree has worked to realize a simple notion: That every individual, regardless of their circumstances, can access all of the care they need to live a healthy and productive life. Currently, Mr. McKendree is executive director of the Pennsylvania Healthcare Benefit Solutions Program, a 501(c)(3) non-profit agency helping people access affordable healthcare services through counseling, education and advocacy. Prior to his work at PHBSP, Bill was program manager for Allegheny County’s APPRISE office – helping residents of Allegheny County navigate the complexities of state and federal healthcare benefit programs. And before running Allegheny County APPRISE, he was director of the Pennsylvania Center for Aging Services, assisting Pennsylvania’s seniors access medical, legal and social services. In addition to his work at PHBSP, Bill teaches at the University of Pittsburgh’s School of Pharmacy and is preceptor for the School’s Experiential Learning Program. He also teaches classes on health law and health care policy at Penn State University, La Roche University and Carnegie Mellon University.
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Related Courses
Guardianship – Proposed Legislation (2023 Estate and Elder Law Symposium Session)
- City:
- Start Date:2023-02-14 19:00:00
- End Date:2025-02-14 19:00:00
- Length:
- Level:Various
- Topics:Elder
$79.00 ProPass
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