CT Specific

Elder Law

Connecticut Medicaid Lookback Rules and Planning

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
OnDemand
5 hours 54 minutes
Stephen Keogh
Jean Rabinow
Jacqueline Reardon
With Stephen B. Keogh from Keogh, Burkhart & Vetter + 2 others
Recorded April 25, 2025
Product ID 100027

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Overview

Make Certain Your Clients' Long Term Care Needs Are Met

The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today!

  • Determine which assets are countable and how they can be converted.
  • Establish exactly what limitations are placed on asset transfers.
  • Protect your clients' interests by knowing what's exempt and what's not.
  • Deepen your knowledge of transfer penalty provisions.
  • Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.

Abbreviated Agenda

  1. The Lookback Period and Qualifying Asset Transfers Rule
  2. Asset Conversion From Non-Exempt to Exempt
  3. Irrevocable Trusts in Medicaid Planning
  4. Penalty Period for Improper Transfers
  5. Legal Ethics
  6. Case Studies and Common Client Scenarios

Related Topics

Product ID 100027

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The Lookback Period and Qualifying Asset Transfers Rule

    1. The Lookback Rule
    2. Gifts
    3. Intrafamily Loans
    4. Marital Deductions and Exceptions
    5. Reverse Half-Loaf with Medicaid-Compliant Annuity - Is it Still a Valid Approach?
    6. Transferring Real Property

  2. Asset Conversion From Non-Exempt to Exempt

    1. Loan Repayment
    2. Exempt Asset Purchases
    3. Other Asset Conversion Techniques

  3. Irrevocable Trusts in Medicaid Planning

  4. Penalty Period for Improper Transfers

    1. Calculating the Penalty Period
    2. Preventing the Penalty Period
    3. Handling Unexpected Income to Protect Eligibility
    4. Partial Months of Ineligibility
    5. Monthly Maintenance Need Allowance (MMMNA) for Community Spouse

  5. Legal Ethics

    1. Attorney Fees and Engagement Agreements
    2. Effective and Ethical Client Communication
    3. Protecting Client Confidentiality
    4. Conflicts of Interest When Representing Couples

  6. Case Studies and Common Client Scenarios

Who Should Attend

This intermediate level online seminar addresses key questions involved in elder planning and is designed for:

  • Attorneys
  • Accountants
  • Estate and Financial Planners
  • Life Care Planners
  • Paralegals

Speakers

Stephen B Keogh
Stephen B.
Keogh
Keogh, Burkhart & Vetter
Jean Rabinow
Jean
Rabinow
McMillan & Rabinow
Jacqueline M Reardon
Jacqueline M.
Reardon
Jacqueline Reardon Attorney
Speaker bio
Stephen B Keogh

Stephen B. Keogh

Keogh, Burkhart & Vetter
Stephen Keogh

is a partner in the Norwalk law firm of Keogh, Burkhart & Vetter, practicing primarily in elder law and probate law. A magna cum laude graduate of Yale College, Mr. Keogh earned his J.D. degree from Columbia University. He is a member of the Fairfield County, Connecticut and American bar associations, and the National Academy of Elder Law Attorneys. Mr. Keogh is a member of the Board of Directors of the Connecticut Chapter of the National Academy of Elder Law Attorneys, member of the Executive Committee of the Elder Law Section of the Connecticut Bar Association, and past co-chair of the Elder Law Section of the Fairfield County Bar Association. He is also a member of the Community Bioethics Forum, which is sponsored by the Program for Biomedical Ethics at the Yale School of Medicine. Mr. Keogh was the first recipient of the Glenn E. Knierim Pro Bono Award, given by the Connecticut Probate Assembly in April 2012.

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Speaker bio
Jean Rabinow

Jean Rabinow

McMillan & Rabinow
Jean Rabinow

is a sole proprietor at McMillan & Rabinow, where she practices probate and elder law, and prepares wills and related documents. Ms. Rabinow earned her bachelor's degree from Knox College in Galesburg and her J.D. degree from Yale Law School. She is admitted to practice law in Connecticut.

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Speaker bio
Jacqueline M Reardon

Jacqueline M. Reardon

Jacqueline Reardon Attorney
Jacqueline Reardon

is the principal attorney of the Windsor, Connecticut law office of Jacqueline Reardon Attorney. Since 1990, her practice areas have included estate planning, special needs planning, probate, elder law and conservatorships. Ms. Reardon is a member of the National Association of Elder Law Attorneys (NAELA), American Bar Association and a member of PLAN of Connecticut. She earned her B.A. degree, magna cum laude, at Stonehill College and her J.D. degree, cum laude, at Suffolk University Law School.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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