Elder Law

PA Specific

4.64

Pennsylvania Medicaid Lookback Rules and Planning

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
OnDemand
5 hours 50 minutes
Eric Ladley
Kimberly Foulk
Biagio Musto
With Eric Ladley from Montco Elder Law, LLP + 2 others
Recorded July 11, 2025
Product ID 100400

Buy This Course

Course Includes
$389

OnDemand Video

Video Download

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

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. Legal Ethics
  5. Penalty Period for Improper Transfers
  6. Case Studies and Common Client Scenarios

Related Topics

Product ID 100400

Credit Details

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 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. 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

  5. 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

  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

Eric Ladley
Eric
Ladley
Montco Elder Law, LLP
Kimberly S Foulk
Kimberly S.
Foulk
Erde, Ferguson, Foulk & Cressman
Biagio V Musto II
Biagio V.
Musto, II
Musto Law Office
Speaker bio
Eric Ladley

Eric Ladley

Montco Elder Law, LLP
Eric Ladley

, CELA, is an attorney with Montco Elder Law, LLP, where he focuses his practice in the areas of estate planning, long-term care planning, estate administration, and guardianships. He is certified as an elder law attorney by the National Elder Law Foundation. Mr. Ladley is also accredited by the Veterans Administration to represent veterans, and can prepare, present and prosecute claims before the department. He is a member of Montgomery County Bar Association, Pennsylvania Association of Elder Law Attorneys and Lycoming Law Association. Mr. Ladley earned his B.A. degree from George Washington University and his J.D. degree from Penn State Dickinson School of Law.

View full profile
Speaker bio
Kimberly S Foulk

Kimberly S. Foulk

Erde, Ferguson, Foulk & Cressman
Kimberly Foulk

is an attorney with Erde, Ferguson, Foulk & Cressman, where she focuses on Medicaid planning, elder law, estate planning, and special needs planning. She has extensive experience working with elder law and estate planning clients during her legal career, acting as primary estate planning paralegal at Cressman Erde Ferguson prior to joining as an attorney in 2020. She earned her B.S. degree, magna cum laude, from Hodges University and her J.D. degree from Mitchell Hamline School of Law, the first ABA-approved hybrid in-person and online law school. Ms. Foulk is a member of the Pennsylvania Association of Elder Law Attorneys (PAELA) and the National Association of Elder Law Attorneys (NAELA). She is admitted to practice in Pennsylvania.

View full profile
Speaker bio
Biagio V Musto II

Biagio V. Musto, II

Musto Law Office
Biagio Musto

is a solo practitioner at Musto Law Office, where he focuses his practice on elder law, estate planning and administration, personal injury, workers' compensation, adoptions, and bankruptcy. Mr. Musto was awarded an academic scholarship by Marywood based on academic excellence, and was awarded Dean's List honors throughout his undergraduate career based on academic achievement. He is a member of the Luzerne County Bar Association and Pennsylvania Bar Association (member, Elder Law Section). Mr. Musto earned his J.D. degree from The Dickinson School of Law and is admitted to practice law in Pennsylvania.

View full profile

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
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.
What is included with my course purchase?
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.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us