Elder Law

IN Specific

Indiana Medicaid Lookback Rules and Planning

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
New Jersey CLE Approved 7.2 Total
Indiana Paralegal CLE Approved 6 Total
OnDemand
5 hours 58 minutes
Lora Williams
Kathleen Urbom
Daniel Del Collo
With Lora N. Williams from Williams Law Office, PC + 2 others
Recorded November 20, 2025
Product ID 100876

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

Related Topics

Product ID 100876

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
New Jersey CLE Approved 7.2 Total
Indiana Paralegal CLE Approved 6 Total
Select Jurisdiction
CLE
Paralegal

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, and paralegals.

Speakers

Lora N Williams
Lora N.
Williams
Williams Law Office, PC
Kathleen R Urbom
Kathleen R.
Urbom
Urbom Law Offices Chartered
Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Speaker bio
Lora N Williams

Lora N. Williams

Williams Law Office, PC
Lora Williams

is sole owner of Williams Law Office, PC near Greensburg, Indiana, where her primary focus is estate and business planning. She also maintains a creditor collections practice in central Indiana. Ms. Williams is a frequent presenter for National Business Institute, and has previously taught business law courses at Indiana Wesleyan University and Butler University. She earned her B.A. degree from Purdue University, her J.D. degree from Syracuse University and her Master in Public Administration Degree from Syracuse University. Ms. Williams is a member of the Indiana State Bar Association, the Indianapolis Bar Association, the Decatur County Bar Association and the Kentucky State Bar Association, and she is admitted to practice law in both Indiana and Kentucky.

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Speaker bio
Kathleen R Urbom

Kathleen R. Urbom

Urbom Law Offices Chartered
Kathleen Urbom

is a sole practitioner with Urbom Law Offices Chartered in Topeka, where she has a civil practice including estate planning and probate, guardian and conservatorships, trust formation, including special needs trusts, and special education law. Ms. Urbom has spoken previously on special education law, landlord tenant law, and end of life planning; including business succession, wills and trusts, and guardian conservatorships. She has spoken several times on the subject of the working knowledge of taxes as it impacts consideration of formation of various estate documents. Ms. Urbom is a member of the Kansas and Topeka bar associations, Women's Attorneys Association of Topeka, and Jenny Mitchell Kellogg Circle. She earned her B.S. degree from St. Mary of the Plains College and her J.D. degree from Washburn University of Topeka.

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Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.

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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.

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