Elder Law

4.54

Qualifying Clients for Medicaid (With Special Focus on Tax Traps and Trust Tactics)

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
OnDemand
5 hours 55 minutes
Brittney Shearin
David Dorfman
Kaitlin Hackett
Christina Lesher
With Brittney Shearin from Lawyers With Purpose® + 3 others
Recorded July 21, 2025
Product ID 100582

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Overview

Create Comprehensive Client Solutions for Nursing Home Care

For most middle-class Americans, Medicaid remains the only viable source of funding for long-term skilled nursing facility care. Do you know how to help your clients qualify? Deliver sophisticated techniques for leveraging trusts and other planning mechanisms to protect assets, minimize tax burdens, and ensure eligibility. Register today!

  • Develop trust structures for Medicaid asset protection.
  • Implement effective asset transfer strategies.
  • Navigate complex tax implications of Medicaid planning.
  • Analyze trust mechanisms that optimize tax and eligibility outcomes.

Abbreviated Agenda

  1. Medicaid Program Update and Case Intake/Assessment Protocols
  2. Asset Planning and Spenddown Strategies
  3. Medicaid Asset Protection Trust
  4. Tax Traps and Estate Plan Integration
  5. Legal Ethics Duties and Dilemmas in Medicaid Long-Term Care Planning

Related Topics

Product ID 100582

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Medicaid Program Update and Case Intake/Assessment Protocols

    1. Recent and Proposed Medicaid Policy Changes
    2. The Fate of Home-Based Waiver Programs
    3. Current Eligibility Requirements
    4. Client Intake and Financial Threshold Analysis
    5. Case Documentation and Appeals Best Practices

  2. Asset Planning and Spenddown Strategies

    1. Minimizing Countable Assets
    2. Prepaying Qualified Expenses
    3. Annuity Strategies
    4. Retirement Account Treatment
    5. Community Spouse Assistance
    6. Planning for the Family Home

  3. Medicaid Asset Protection Trust

  4. Tax Traps and Estate Plan Integration

    1. Revocable Trusts in Medicaid Planning
    2. Tax Implications of Gifts and Asset Transfers
    3. Estate Planning Consequences of Medicaid Planning

  5. Legal Ethics Duties and Dilemmas in Medicaid Long-Term Care Planning

    1. Client Capacity Considerations
    2. Ethical Boundaries of Asset Protection
    3. Informed Consent Issues in Complex Planning Cases
    4. Confidentiality and Disclosure Tensions
    5. Changing Competence Duty

Who Should Attend

This legal guide to Medicaid LTC planning is designed for attorneys. Accountants, financial planners, healthcare legal specialists, and paralegals will also benefit.

Speakers

Brittney Shearin
Brittney
Shearin
Lawyers With Purpose®
David A Dorfman
David A.
Dorfman
David A. Dorfman Attorney at Law
Kaitlin Hackett
Kaitlin
Hackett
Porzio, Bromberg & Newman, P.C.
Christina Lesher
Christina
Lesher
Law Office of Christina Lesher
Speaker bio
Brittney Shearin

Brittney Shearin

Lawyers With Purpose®
Brittney Shearin

is a legal-technical attorney with a passion for estate planning. She currently serves as the director of legal education at Lawyers with Purpose®, a national membership organization for estate planning attorneys. Ms. Shearin is also the product owner of STEPS™, LWP's proprietary estate planning and Medicaid qualification software. From 2015 to 2020, she honed her expertise as a drafter and practicing estate planning attorney, cultivating a deep appreciation for the art and technical precision involved in drafting estate plans. Ms. Shearin earned her B.A. degree from Wilkes University and her J.D. degree from Syracuse University College of Law. She is admitted to practice law in New York.

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Speaker bio
David A Dorfman

David A. Dorfman

David A. Dorfman Attorney at Law
David Dorfman

is a practitioner in Princeton, New Jersey. He has extensive experience in elder law including Medicaid and Medicare, trusts, estate planning and administration, guardianships and advanced directives. When Mr. Dorfman isn't at work he can be found kayaking with First Descents.

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Speaker bio
Kaitlin Hackett

Kaitlin Hackett

Porzio, Bromberg & Newman, P.C.
Kaitlin Hackett

is an associate at Porzio, Bromberg & Newman, P.C. She concentrates her practice on estate planning, estate administration, and guardianship matters. Ms. Hackett assists clients with tax planning, disputes, and estate administration matters. She served as a judicial law clerk to the Honorable Timothy W. Chell, PJ.Cv., in the Superior Court of New Jersey, Gloucester/Cumberland/Salem County vicinage. Ms. Hackett earned her bachelor's degree from Stockton University with a double major in psychology and political science, her J.D. degree from Rutgers Law School. While attending Rutgers, she served as editor in chief of the Rutgers Journal of Law and Public Policy and as a teaching assistant for the estate planning classes.

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Speaker bio
Christina Lesher

Christina Lesher

Law Office of Christina Lesher
Christina Lesher

is an attorney at the Law Office of Christina Lesher, PC., where she provides comprehensive legal counsel in Elder Law, Medicaid and Special Needs Planning, Veterans' Benefits, and a wide range of legal matters affecting seniors and individuals with disabilities. Her practice is dedicated to helping clients access vital public benefits, empowering them to live independently within their communities. Additionally, Ms. Lesher represents parents and caregivers navigating community waiver programs, advocating for those facing service denials or reductions in services. She received her bachelor's degree, summa cum laude from Texas State University and her J.D. from the University of Houston Law Center. Ms. Lesher has held leadership roles within prominent organizations, including serving on the board of directors for the Texas Chapter of the National Academy of Elder Law Attorneys, and the Alzheimer's Association Houston/Southeast Texas Chapter. She is admitted to practice law in Texas.

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