Trusts, Estates & Probate

4.46

Estate vs. Medicaid Planning: Top Mistakes Part II

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 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 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 Carolina 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
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
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
North Carolina Continuing Paralegal Education 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 57 minutes
Sam Thomas
Ronald Fatoullah
With Sam Thomas III from Sam Thomas III Esquire & Associates + 1 other
Recorded October 17, 2025
Product ID 101083

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Overview

Plan Ahead to Prevent Problems

This three-hour practice course builds on the foundational concepts presented in Part I. Explore planning challenges and common pitfalls in the dual considerations of estate and Medicaid planning. Designed for attorneys, financial advisors, and elder law specialists, this session explores nuanced issues including beneficiary designations, capacity requirements, and critical trust strategies. Register today!

  • Resolve conflicts between heir expectations and Medicaid planning requirements.
  • Navigate capacity considerations when executing estate and Medicaid planning documents.
  • Recognize often-overlooked income sources that impact eligibility.
  • Prevent trust mistakes that can cost clients their Medicaid nursing home coverage.

Abbreviated Agenda

  1. Heir and Beneficiary Concerns
  2. Failing to Account for Other Benefits Eligibility Criteria
  3. Key Trust Mistakes to Avoid
  4. Diminishing Client Capacity and the Problems it Creates
  5. Overlooking Income Sources
  6. Dismissing Potential Estate Recovery and Other Probate Impacts

Related Topics

Product ID 101083

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 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 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 Carolina 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
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
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
North Carolina Continuing Paralegal Education 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. Heir and Beneficiary Concerns

  2. Failing to Account for Other Benefits Eligibility Criteria

  3. Key Trust Mistakes to Avoid

  4. Diminishing Client Capacity and the Problems it Creates

  5. Overlooking Income Sources

  6. Dismissing Potential Estate Recovery and Other Probate Impacts

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

Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Ronald Fatoullah
Ronald
Fatoullah
Meltzer, Lippe, Goldstein & Breitstone, LLP
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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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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