| Title: Estate Planning and the Role of HIPAA Authorizations, DNRs, and Durable Medical Power of Attorneys
Presenter: Rachel V. Rose, JD, MBA – Attorney at Law Time: 57:00 minutes
Description:
Estate planning requires careful consideration of state and federal laws, including HIPAA. Rachel Rose, Attorney at Law, discusses estate planning documents, decision-making capacity, and common pitfalls to avoid in this process.
Objectives: -
Discuss estate planning considerations.
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Appreciate why decision-making capacity is material.
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Learn how to avoid common pitfalls and create a checklist for client and personal use.
Key Topics:
• Estate Planning Considerations – Forms, Laws, Asset Protection
• Threshold Issue
• 45 CFR
• HIPAA Authorization Forms
• Health Information of Deceased Individuals
• DNR
• Two General Types of Trusts
• Proactive Estate Planning Tools
• Decision-Making Capacity
• The Intersection of Decision-Making Capacity, Informed Consent, and Competence
• DMC
• Informed Consent
• Dementia vs. Alzheimer's Disease
• Physicians and AMA Considerations
• Texas Rule 1.16
• Texas Bar
• Common Pitfalls and Checklists
• Landmines
• Succession, Governance, Inheritance
• Fraudulent Transfers
• Prudent Checklist Items
• Conclusion
Presenter: Rachel V. Rose, JD, MBA - Principal Ms. Rose has a unique background. Throughout her career, she has accumulated knowledge in a multitude of fields, with an emphasis on various facets of healthcare. Her experience includes: - Working on Wall Street and at one of the "Big Four" consulting firms
- Producing for the Chairman of the Reform and Oversight Committee on Capitol Hill
- Interning at the Department of Health and Human Services
- Compiling policy papers at the Royal College of Nursing in London
- Consultative work as a top performing representative for the pharmaceutical and medical device industry
- Clerking for the Honorable Linda R. Allan (6th Judicial Circuit, FL)
Prior to opening her law firm, Ms. Rose was Director of Business Development and Assistant General Counsel for a healthcare advisory company.
Ms. Rose is extensively published and presents on a variety of healthcare, False Claims Act, and securities law topics, including: cybersecurity, qui tam, physician reimbursement, ICD-10, access to care, anti-kickback and Stark laws, U.S. Supreme Court cases impacting the medical device industry, international comparative healthcare laws, and the HIPAA/the HITECH Act.
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