Trusts, Estates & Probate

4.57

Estate vs. Medicaid Planning: Top 8 Mistakes and Questions

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 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
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
3 hours 8 minutes
Lisa DiFranza
Ricardo Aponte-Parsi
Brenon Russell
Stephanie Smith
With Lisa A. DiFranza from DiFranza Law, P.A. + 3 others
Recorded November 07, 2025.
Product ID 101138

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$299

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Overview

Craft Better Long-Term Care and Estate Plans

While estate planning often works to preserve wealth, the main means for qualifying for Medicaid is spenddown. This seemingly irreconcilable conflict can be prevented with proper tools and masterful planning. Simple mistakes can result in unexpected and crushing nursing home fees, excessive tax burdens, and loss of assets to estate recovery. What works and how do you implement it well? This fundamental course will answer critical questions, identify potential pitfalls, and provide workable solutions. Register today!

  • Explore top overlooked tax consequences of common planning approaches.
  • Identify and alleviate key trust drafting mistakes that can derail both long-term care and estate planning.
  • Reconcile conflicts between spenddown and estate inclusion efforts.

This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.

Abbreviated Agenda

  1. Oil and Water: Tax-Minded Gifting vs. Medicaid Transfers
  2. Selling a Home With a Life Estate: Tax and Medicaid Consequences
  3. Proxy Mistakes in Estate Planning vs. Medicaid Planning
  4. Heir and Beneficiary Concerns
  5. Failing to Account for Other Benefits Eligibility Criteria
  6. Overlooking Income Sources
  7. Key Trust Mistakes to Avoid
  8. Dismissing Potential Estate Recovery

Related Topics

Product ID 101138

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 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
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. Oil and Water: Tax-Minded Gifting vs. Medicaid Transfers

  2. Selling a Home With a Life Estate: Tax and Medicaid Consequences

  3. Proxy Mistakes in Estate Planning vs. Medicaid Planning

  4. Heir and Beneficiary Concerns

  5. Failing to Account for Other Benefits Eligibility Criteria

  6. Overlooking Income Sources

  7. Key Trust Mistakes to Avoid

  8. Dismissing Potential Estate Recovery

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

Lisa A DiFranza
Lisa A.
DiFranza
DiFranza Law, P.A.
Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Brenon R Russell
Brenon R.
Russell
Robbins Kelly Patterson & Tucker
Stephanie M Smith
Stephanie M.
Smith
SMS Law Offices, LLC
Speaker bio
Lisa A DiFranza

Lisa A. DiFranza

DiFranza Law, P.A.
Lisa DiFranza

is the founder of DiFranza Law, P.A., a Florida-based firm focused on guardian advocacy, guardianship, elder law, probate, and estate planning. Since 2014, she has combined legal precision with deep community engagement, particularly in protecting vulnerable adults and navigating public benefits systems. Her work began with volunteer service at Jacksonville Area Legal Aid (JALA), where she remains active in pro bono matters. Ms. DiFranza was named 2018 Small Business of the Year (Beaches Division, JAX Chamber) and has held key leadership roles with The Florida Bar, including Chair of the Consumer Protection Law Committee (2019-2020) and Estate Planning Committee of the Elder Law Section (2024-2025). She also chairs the Fellows Program Subcommittee and serves as liaison to the Fourth Circuit Pro Bono Committee. Her practice is known for blending compassionate counsel with strategic advocacy in complex benefit and care planning.

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Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in Privacy Law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an Associate General Counsel- Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; annual $7 billion installation and operational energy budgets; annual multibillion-dollar military construction program; $8.3 billion military privatized housing portfolio; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health. The division advises the Center of Excellence for Environment, Facilities, and Installations and the Energy, Environmental, and Installations Directorates within the Air Force Civil Engineer Center.

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Speaker bio
Brenon R Russell

Brenon R. Russell

Robbins Kelly Patterson & Tucker
Brenon Russell

is an associate at Robbins, Kelly, Patterson & Tucker, where he concentrates his practice on personal and estate planning, trust and estate administration, and elder law, with a strong focus on taxable estate planning. Prior to joining the firm in 2024, he served as a federal judicial clerk for the U.S. District Court for the Eastern District of Kentucky and practiced at both large and small firms across Ohio and Kentucky. Mr. Russell is admitted to practice in Ohio and Kentucky. He earned his J.D. degree, cum laude, from the University of Louisville Louis D. Brandeis School of Law and his B.A. degree, summa cum laude, from Thomas More College.

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Speaker bio
Stephanie M Smith

Stephanie M. Smith

SMS Law Offices, LLC
Stephanie Smith

is an experienced attorney with over twenty-five years of practice in trust and estate planning, elder law, and real estate strategy. Through her firm, SMS Law Offices, LLC, located in Maryland and Washington, D.C., she advises families on creating revocable and irrevocable trusts, Medicaid planning, and integrating property ownership into long-term wealth and care strategies. She also advises LLCs, for-profit and non-profit corporations, corporate trusts and high-net worth estates on developing complex real estate development projects with their financial assets.  As a tax attorney by trade, Ms. Smith provides strategic tax advice related to real estate investment activities for preserving assets, structures asset property transfers, and navigates complex Medicare and Medicaid eligibility rules. Additionally, Ms. Smith handles all types of probate administration matters, and for clients who need expert advice on how to manage, invest, and/or develop their inherited real estate properties.  She holds a B.A. from Howard University in Washington, D.C., a J.D. from Rutgers Law School in Newark, New Jersey and an LL.M. with a concentration in International Taxation from Georgetown University Law Center. She is admitted to practice in D.C., Maryland, and New Jersey.

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