Trusts, Estates & Probate

Protecting Real Estate in Estate and Medicaid Planning

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
OnDemand
2 hours 59 minutes
Lindsay Harris
Zachary Ashby
With Lindsay M. Harris from Harris Law & Co. + 1 other
Recorded August 12, 2025.
Product ID 100677

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Overview

Find the Best Ways to Protect and Transfer Real Estate

This course will provide attorneys with fundamental knowledge of strategies to protect real estate assets in the context of estate and Medicaid planning. Explore various legal tools and techniques and analyze their effectiveness and potential pitfalls. Build your skills - register today!

  • Clarify Medicaid nursing home coverage eligibility criteria.
  • Identify top risks to real estate assets in estate and Medicaid planning.
  • Plan the best approach for each client's financial, family, and medical needs.
  • Prevent drafting mistakes in deeds, trusts, and POAs.

Abbreviated Agenda

  1. Medicaid Eligibility Update
  2. Real Estate Planning in the Context of Medicaid Planning
  3. Estate and Tax Planning for Real Estate
  4. Reconciling Competing Priorities for a Cohesive Overall Plan
  5. Drafting Tips, Other Unique Issues, and Mistakes to Avoid

Related Topics

Product ID 100677

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Medicaid Eligibility Update

  2. Real Estate Planning in the Context of Medicaid Planning

    1. Primary Residence Exclusion
    2. Live-in Children Caretakers
    3. Intent to Return Home
    4. Life Estates, Joint Ownership, Transfers on Death, and Tenants in Common

  3. Estate and Tax Planning for Real Estate

    1. Unique Threats to Real Estate Assets
    2. Wills vs. Trusts
    3. LLCs
    4. Asset Protection Trusts and QPRTs
    5. Planning for Tax Basis of Stepped-up Assets

  4. Reconciling Competing Priorities for a Cohesive Overall Plan

  5. Drafting Tips, Other Unique Issues, and Mistakes to Avoid

    1. Powers of Attorney for Property Management
    2. Types of Deeds and Their Uses
    3. The Dangers of Ambiguous Language and Changes in Residency

Who Should Attend

This legal course is designed for attorneys. Accountants, fiduciaries, elder care planners, trustees, and paralegals will also benefit.

Speakers

Lindsay M Harris
Lindsay M.
Harris
Harris Law & Co.
Zachary C Ashby
Zachary C.
Ashby
Pacific Northwest Family Law
Speaker bio
Lindsay M Harris

Lindsay M. Harris

Harris Law & Co.
Lindsay Harris

is the owner and managing member of Harris Law & Co. She leads succession planners in protecting every family and business using forward-thinking solutions derived from exceptional experience. Ms. Harris' knowledge and dedication shows in her work, and resulted in her selection as a Rising Star from Super Lawyers for six consecutive years. Whether it is creating wills, revocable trusts, irrevocable trusts, charitable trusts, special needs trusts, or advanced business plans such as family limited partnerships, limited liability companies or corporations, her passion is to ensure that every family and business is protected when life changing events occur. Ms. Harris maintains over 61 hours of continued legal education in the areas of estate and business planning each year. She graduated with her Bachelor's degree, summa cum laude, in political science and Spanish from the University of South Dakota; and earned her J.D. degree, with high honors, from the University of South Dakota School of Law. Ms. Harris is admitted in South Dakota.

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Speaker bio
Zachary C Ashby

Zachary C. Ashby

Pacific Northwest Family Law
Zachary Ashby

is a partner at Pacific Northwest Family Law where he focuses his practice on family law. He received his bachelor's degree from Brigham Young University and a doctorate in Iberian and Latin American Cultures from Stanford University. Mr. Ashby then received his J.D. from J. Reuben Clerk Law School at Brigham Young University. He is admitted to practice law in Washington.

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