Trusts, Estates & Probate

4.22

Medicaid and Estate Planning: A Balancing Act

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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
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 Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah 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 49 minutes
Ronald Fatoullah
Lora Williams
Randall Fisher
David McGuffey
With Ronald Fatoullah from Meltzer, Lippe, Goldstein & Breitstone, LLP + 3 others
Recorded November 05, 2025.
Product ID 101140

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Overview

Draft Well-Rounded Estate Plans That Include Nursing Home Coverage

Qualifying for Medicaid nursing home coverage can impede traditional estate planning tactics. This legal course will give you the tools to reconcile the two plans to work in concert instead of against each other. Revise your trust drafting and intravisos transfer approaches, get an update on the latest rules and limitations shaping estate plans, and hear hard-won real-life lessons from seasoned practitioners. Help your clients at every stage of their lives - register today!

  • Get an update on the rules of Medicaid and the latest tax changes.
  • Make the best use of POAs and guardianships to protect the rights of the elderly.
  • Improve drafting with a review of sample trust provisions.
  • Develop a concrete plan for estate administration and Medicaid recovery.

Abbreviated Agenda

  1. Financial and Medical Proxies
  2. Medicaid Eligibility Rules, Application, and Appeals Process
  3. Gifts and Asset Transfers: Estate Planning vs. Medicaid Purposes
  4. Drafting Wills and Trusts (With Sample Provisions)
  5. Tax Planning: Medicaid vs. Estate
  6. Estate Administration and Medicaid Recovery Rights
  7. Legal Ethics

Related Topics

Product ID 101140

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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
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 Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah 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. Financial and Medical Proxies

    1. Financial Powers of Attorney: General and Limited(UPOAA)
    2. Living Wills and Advance Medical Directives
    3. Guardianships
    4. Spotting and Preventing Elder Abuse and Neglect

  2. Medicaid Eligibility Rules, Application, and Appeals Process

    1. Asset Eligibility: Countable vs. Uncountable Assets
    2. Transfer Rules and the Lookback Period
    3. Medicaid Application, Appeal, and Hearing Essentials

  3. Gifts and Asset Transfers: Estate Planning vs. Medicaid Purposes

    1. Timing of Gifts and Transfers
    2. Qualifying Annuities
    3. Loans and Promissory Notes
    4. Community Spouse Waivers and Allowances
    5. Primary Residence Planning: Intent to Return, Children Staying in the Home, etc.

  4. Drafting Wills and Trusts (With Sample Provisions)

    1. Medicaid Eligibility Trusts vs. Common Revocable Living Trusts
    2. Trustee Duties and Powers
    3. Sample Special Use Provisions Review

  5. Tax Planning: Medicaid vs. Estate

  6. Estate Administration and Medicaid Recovery Rights

  7. Legal Ethics

    1. Conflicts of Interest
    2. Client Capacity
    3. Communication With Third Parties
    4. Fiduciary Duties

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, financial planners, and paralegals will also benefit.

Speakers

Ronald Fatoullah
Ronald
Fatoullah
Meltzer, Lippe, Goldstein & Breitstone, LLP
Lora N Williams
Lora N.
Williams
Williams Law Office, PC
Randall D Fisher Esq.
Randall D.
Fisher, Esq.
Elville and Associates
David L McGuffey
David L.
McGuffey
Elder Law Practice of David L. McGuffey, LLC
Speaker bio
Ronald Fatoullah

Ronald Fatoullah

Meltzer, Lippe, Goldstein & Breitstone, LLP
Ronald Fatoullah

is the chair of Meltzer, Lippe, Goldstein & Breitstone, LLP's elder law practice group and is a partner of the firm's trusts and estates practice group . 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
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, Indianapolis Bar Association, Decatur County Bar Association and Kentucky Bar Association. She is admitted to practice law in both Indiana and Kentucky.

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Speaker bio
Randall D Fisher Esq.

Randall D. Fisher, Esq.

Elville and Associates
Randall Fisher

is a partner at Omnus Law. He practices in the areas of estate planning, probate and estate administration, business succession planning, and asset protection. Mr. Fisher earned his J.D. degree from Texas Tech University. He he has been elected to the Maryland Super Lawyers by his peers for the past two years. Mr. Fisher is a member of WealthCounsel, a national network of estate and financial planning practitioners who collaborate to ensure changes in the law are reflected in the work they do for their clients. He is also a member of a number of community and professional organizations, including Rotary International, Anne Arundel County Bar Association, District of Columbia Bar Association, Maryland Bar Association, Wyoming Bar Association, State Bar of Texas and American Bar Association. Mr. Fisher is admitted to practice law in Maryland, District Of Columbia, and before the Second and Third Circuit Court of Appeals.

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Speaker bio
David L McGuffey

David L. McGuffey

Elder Law Practice of David L. McGuffey, LLC
David McGuffey

is in private practice with the Elder Law Practice of David L. McGuffey, LLC located in Dalton, Georgia. He limits his practice to elder law and special needs law. Much of Mr. McGuffey's practice is devoted to helping individuals with chronic health conditions, and to find, get and pay for good long-term care. He is certified as an elder law attorney by the National Elder Law Foundation. In 2021, Mr. McGuffey launched the educational website EzElderLaw.com. As of now, EzElderLaw has more than 1,000 pages of information available to its readers with more coming almost every day. He earned his B.A. and J.D. degrees from Georgia State University. Mr. McGuffey is a member of the National Academy of Elder Law Attorneys and various local bar associations. He is a past chair of the State Bar of Georgia's Elder Law section and the Tennessee Bar Association's Elder Law section.

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