Trusts, Estates & Probate

4.44

Estate vs. Medicaid Planning: Top Mistakes Part I

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 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 Approved 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 Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Texas 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
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 58 minutes
Christopher Denney
Michael Nalli
Brittney Shearin
With Christopher E. Denney from Silvermark CPAs & Advisors + 2 others
Recorded October 16, 2025.
Product ID 101082

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$299

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Overview

Reconcile the Two Potentially Conflicting Goals of Representing Elderly Clients

While maintaining the fragile balance between estate and Medicaid planning, it's easy to make mistakes. This incisive course examines the critical intersection between the two. Through thorough discussion of common mistakes and questions, we'll give you the foundational skills you'll need to fulfill the needs of your aging clients. Register today!

  • Identify and avoid common gifting traps that trigger adverse income tax consequences.
  • Work through essential tax issues surrounding annuities in Medicaid planning.
  • Navigate proxy designation conflicts between estate and Medicaid planning goals.
  • Tailor your planning approaches to single vs. married clients.

Abbreviated Agenda

  1. Real Estate Planning Mistakes to Avoid
  2. Top Gifting Trap: Income Tax Consequences for Liquidating Assets
  3. Tax Issues With Using Annuities for Medicaid Planning
  4. Proxy Problems in Estate Planning vs. Medicaid Planning
  5. Dangers Posed by Using Married Client Techniques for Single Clients

Related Topics

Product ID 101082

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 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 Approved 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 Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Texas 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
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Real Estate Planning Mistakes to Avoid

  2. Top Gifting Trap: Income Tax Consequences for Liquidating Assets

  3. Tax Issues With Using Annuities for Medicaid Planning

  4. Proxy Problems in Estate Planning vs. Medicaid Planning

  5. Dangers Posed by Using Married Client Techniques for Single Clients

Who Should Attend

This legal course is designed for attorneys. It will also benefit accountants and CPAs, tax professionals, trust officers, estate planners, life care planners, nursing home administrators, and paralegals.

Speakers

Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Michael W Nalli
Michael W.
Nalli
Nalli, Elias & Associates, P.C.
Brittney Shearin
Brittney
Shearin
Lawyers With Purpose®
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; Indiana CPA Society; National Association of Certified Valuation Analysts; and 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
Michael W Nalli

Michael W. Nalli

Nalli, Elias & Associates, P.C.
Michael Nalli

is the firm founder of Nalli, Elias & Associates, P.C., concentrating his law practice in the areas of estate planning, estate administration and related tax matters, elder law, guardianship, and real estate. He is a member of the Beaver County Bar Association, Pennsylvania Bar Association and is certified as an elder law attorney by the National Elder Law Foundation (NELF). Mr. Nalli earned his B.A. degree, summa cum laude, from Geneva College and his J.D. degree from Duquesne University.

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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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