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National Care Advisors

Ann Koerner

RN, BSN, CRRN
President of National Care Advisors – a firm dedicated to providing consulting services for attorneys, financial planners and trustees.

Ann Koerner is President of National Care Advisors – a firm dedicated to providing consulting services for attorneys, financial planners and trustees. National Care Advisors provides care and quality of life planning services for those families faced with physical disability, mental illness, developmental disability, or eldercare issues. Services include planning and case management applicable to Special Needs Trusts and government benefits preservation. National Care Advisors also specializes in post-litigation resolution consulting services specific to lien negotiation, Medicare Set Aside projections and administration.

Prior to the inception of National Care Advisors in 2008, Ann’s nursing practice has been dedicated to developing effective disability management solutions for injured and ill workers. As a result of her work with many national corporations, Ann possesses extensive business knowledge of case management, utilization review, third party payers, workers’ compensation, private insurance companies and government resources.

Ann received her Bachelor of Science in Nursing degree in 1981 from Russell Sage College in Troy, New York. She began her nursing practice as a Public Health Nurse in New York and then continued that practice with the City of Columbus Health Department.

In 1992, Ann became a case manager with the national case management company, Concentra, focusing on the management of complex catastrophic workers’ compensation and disability claims throughout the United States. Her duties were expanded to include marketing and management of case management services in Ohio for this company. In 1996, Ann was selected to become the Director of Medical Operations and Self-Insured Marketing for CareWorks, the largest workers’ compensation managed care organization in Ohio.

National Care Advisors now serves clients in over 30 states and is known for client-centered, practical solutions to meeting the needs of individuals and families with special needs challenges.



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Ann’s

Sessions



D1 10:15am

Obtaining and Evaluating Health Care Coverage for Persons with Disabilities

Obtaining and Evaluating Health Care Coverage for Persons with Disabilities

There has been a historic (and unprecedented) shift in paying for and obtaining healthcare for persons with disabilities. The Affordable Care Act (sometimes known as Obamacare) provides persons with disabilities incredible new access to different types of health care coverage. Yet, the devil is in the details. How is the
professional supposed to know whether obtaining a private health plan is better than keeping existing Medi-Cal coverage? What happens if the person with a disability becomes eligible for Medicare? How do I determine which plan best meets my client’s needs? This session will provide the professional with a roadmap to determine what is the best healthcare coverage for the client and how to set up a plan to take full advantage of all options while maintaining flexibility to make changes when things change.

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D1 5:15pm

Putting Together the Public Benefits Puzzle for SNT Beneficiaries

Putting Together the Public Benefits Puzzle for SNT Beneficiaries

The final program of the day will tie together what has been taught all day. The professional is responsible to make sure that the client with a disability’s needs is well taken care of both personally and financially. Is preserving every public benefits always the right answer? What if a program is available by one program but jeopardizes another? What happens when the person with a disability transitions from one program to another? The professional needs the tools to properly evaluate an individual client’s needs and how best to resolve those needs. This session will bring together our professional to assist the attendees in reviewing common planning scenarios and coming up with proposed solutions.

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D2 3:45pm

Protecting the SNT Trustee when Dealing with Courts, Public Benefit Agencies and Families

Protecting the SNT Trustee when Dealing with Courts, Public Benefit Agencies and Families

Even the best SNT trustee will run into complex and difficult situations. How can trustees protect themselves when the beneficiary, family, public benefit agencies, and the courts come with questions? There are oftentimes-conflicting duties and responsibilities depending on who is doing the asking. This session will discuss some ways SNT trustees have found themselves in trouble and some ways that the SNT Trustee can be
protected. The session will cover proper recordkeeping, reporting requirements, denial of SNT, termination of benefits, court surcharge, and questioning of disbursements

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