Elder Law

4.0

Advanced Medicaid Planning: Tough Scenarios and Complex Tactics

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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 Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee CLE Approved 6 Total
Texas 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
OnDemand
5 hours 54 minutes
Ronald Fatoullah
Brittney Shearin
Christopher Denney
Stephanie Smith
With Ronald Fatoullah from Meltzer, Lippe, Goldstein & Breitstone, LLP + 3 others
Recorded September 22, 2025.
Product ID 100807

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Overview

Cut Gordian Knots and Improve Outcomes

Just knowing the rules and following the steps of the Medicaid application is not enough to ensure your aging clients get proper nursing home care without losing their life savings. Strategic asset planning ahead of the lookback period is paramount in helping clients afford Medicaid coverage for skilled care facilities. This in-depth legal course reviews complex asset strategies and multi-faceted case studies to ensure you're prepared for every challenge. Go beyond the basics under the guidance of experienced attorneys - register today!

  • Identify and analyze complex asset transfer scenarios within the Medicaid five-year look-back period.
  • Develop effective strategies for blended families with unique asset distribution goals.
  • Offer solutions to the unique Medicaid eligibility challenges business owners face.
  • Strategize for clients with significant real estate holdings beyond their primary residence.
  • Leverage irrevocable trusts, promissory notes, and Medicaid-compliant annuities to their full potential.
  • Balance Medicaid planning goals with the tax goals and the rest of the estate plan.

Abbreviated Agenda

  1. Medicaid Rules and Trends: A Brief Recap
  2. Complex Tactics in Medicaid Planning
  3. Navigating the Minefield: Potential Pitfalls and Evolving Interpretations
  4. The Guiding Principles: Ethical Considerations and Professional Responsibility
  5. Decoding Tough Scenarios in Medicaid Planning
  6. What Would You Do? Best Practices in Case Studies
  7. Tax Implications and Coordination With the Overall Estate Plan
  8. Tax Implications and Coordination With the Overall Estate Plan (Continued)

Related Topics

Product ID 100807

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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 Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee CLE Approved 6 Total
Texas 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Medicaid Rules and Trends: A Brief Recap

    1. Increased Need for Advanced Planning
    2. Five-Year Lookback Period and Penalty Calculations
    3. Exempt vs. Countable Assets
    4. Federal and State Interplay in Medicaid Law and Regulations
    5. State-Specific Variations in Asset Treatment

  2. Complex Tactics in Medicaid Planning

    1. Irrevocable Trusts: A Cornerstone of Advanced Planning
    2. Strategic Use of Promissory Notes
    3. Medicaid Compliant Annuities (MCAs)
    4. Life Estate Deeds
    5. "Triage" Medicaid Planning: Making the Best of a Bad Situation

  3. Navigating the Minefield: Potential Pitfalls and Evolving Interpretations

  4. The Guiding Principles: Ethical Considerations and Professional Responsibility

    1. Identifying the Client and Defining the Scope of Representation
    2. Navigating Conflicts of Interest in Multi-Party Representation
    3. Duty of Competent and Diligent Representation in LTC Planning Context

  5. Decoding Tough Scenarios in Medicaid Planning

    1. Complex Asset Transfers
    2. Medicaid Planning for Blended Families
    3. Medicaid Planning for Business Owners: Maximizing Deductions
    4. Planning for Significant Real Estate Holdings

  6. What Would You Do? Best Practices in Case Studies

    1. The Blended Family With Complex Real Estate and Business Interests
    2. The Crisis Planning Scenario With Substantial Uncompensated Transfers
    3. The Business Owner With Existing Complex Trust Structures and Income

  7. Tax Implications and Coordination With the Overall Estate Plan

  8. Tax Implications and Coordination With the Overall Estate Plan (Continued)

Who Should Attend

This legal course is designed for attorneys who handle Medicaid planning. Accountants, tax professionals, financial advisers, and experienced paralegals will also benefit.

Speakers

Ronald Fatoullah
Ronald
Fatoullah
Meltzer, Lippe, Goldstein & Breitstone, LLP
Brittney Shearin
Brittney
Shearin
Lawyers With Purpose®
Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Stephanie M Smith
Stephanie M.
Smith
SMS Law Offices, LLC
Speaker bio
Ronald Fatoullah

Ronald Fatoullah

Meltzer, Lippe, Goldstein & Breitstone, LLP
Ronald Fatoullah

is the chair of the firm's elder law practice group and is a partner of the firm's trusts and estates practice group at the law firm of Meltzer, Lippe, Goldstein & Breitstone, LLP. He practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships, and estate administration. Mr. Fatoullah is the past president of the New York Chapter of the National Academy of Elder Law Attorneys. He also serves on the executive committee of the Elder Law and Special Needs Section of the New York State Bar Association; served on the executive council of AARP New York; and served as the chair of the Board of the Alzheimer's Association Long Island Chapter for ten years. Mr. Fatoullah is a fellow of the National Academy of Elder Law Attorneys. He earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo and his J.D. degree from St. John's University School of Law.  

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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
Christopher E Denney

Christopher E. Denney

Silvermark CPAs & Advisors
Christopher Denney

, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, CFF, CEPA, IFRS, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants, and the ABV Section; the Indiana CPA Society; the National Association of Certified Valuation Analysts; and the Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree, in accounting, from Ball State University and both of his M.S. degrees, in taxation and professional accountancy, from Indiana University.

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Speaker bio
Stephanie M Smith

Stephanie M. Smith

SMS Law Offices, LLC
Stephanie Smith

is a member of the Bryant Miller Olive P.A.'s Real Property and Commercial Transactions practice group in the Washington, D.C. office where she focuses on representing and advising clients in all aspects of developing and financing their real estate development projects to include multi-family, affordable housing and mixed-used commercial space, utilizing new markets tax credits, low-income tax credits, opportunity zone financing, private equity and public private partnerships. With 27 years of experience representing start-ups, mid-sized and corporate for-profit and non-profit businesses, Ms. Smith has the expertise to understand their legal and financial needs to provide advice for all phases of their business ownership. With sound advisement, Ms. Smith has worked with developers and businesses to create communities; restructure their companies; acquire property; negotiate contracts; find financing; and close on their projects. She has also assisted with the technical aspects of transactional deals when representing buyers and sellers in all stages of development transactions to include performing the due diligence; drafting and negotiating joint ventures, partnership agreements, and sales contracts; and reviewing appraisals, title, and surveys. As a tax attorney by trade, Ms. Smith provides strategic tax advice related to real estate investment activities, which often includes negotiating with tax authorities related to these clients' federal and state tax matters. Additionally, Ms. Smith handles probate administration matters for clients who need expert advice on how to manage, invest, and/or develop their inherited real estate properties. Prior to joining Bryant Miller Olive, she was the Managing Partner for SMS Law Offices where she represented and advised LLCs, for-profit and non-profit corporations, and corporate trusts and estates on developing complex real estate development projects and planning their corporate tax strategies. Ms. Smith is admitted to the District of Columbia, Maryland, and New Jersey's bars. She received her B.A. from Howard University, her J.D. from Rugters Law School, and her LL.M. from Georgetown University Law Center.

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