Medicaid Planning for the Elder Law Attorney (OnDemand Webinar)

$149.00

SKU: 409657EAU

Description

Learn more about the Medicaid planning strategies that can benefit your potential clients.The elderly population, those aged 65 and older, is the fastestgrowing group of the population in the United States. Accordingly, many lawyers find themselves needing or wanting to incorporate elder law into their practice to meet the needs of this client population. However, diving into the world of Medicaid should not be done lightly as the complicated overlap between state and federal law and regulation and the nuances of each state’s program are complex and everchanging. This course will help practitioners looking to add elder law to their practice, or those looking to increase their skills in an already established practice, learn more about the Medicaid planning strategies that can benefit their potential clients. We will discuss the general eligibility rules of Medicaid programs and dive into the various planning techniques that will make clients eligible for Medicaid, reduce the risk of estate recovery, and protect assets.

Date: 2022-04-05 Start Time: End Time:

Learning Objectives

General Medicaid Rules and Programs
• Overlap Between State and Federal Rules
• 209(b) States
• Different Kinds of Medicaid Programs Available

Nursing Home Medicaid Rules
• Exempt Resources
• Nonexempt Resources
• Special Provisions for Married Applicants
• Lookback Period and Transfer Penalty

Asset Planning Strategies
• Spenddown Techniques
• Penalty-Free Transfers: Medicaid-Compliant Annuities
• Penalty-Free Transfers: Promissory Notes
• Planning With Annuities and Promissory Notes
• Penalty-Free Transfers: Trusts
• Irrevocable Trusts
• Life Estates

Income Planning for Medicaid Eligibility
• Miller Trusts
• Name on the Check Rule

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,NALA ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

T. Nikki Mitchell-Mitchell, Brown & Associates, LLC