Elder Law

Medicaid Planning for Business Owners (in a Nutshell)

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
OnDemand
56 minutes
M. Rita Metts
With M. Rita Metts from Metts Law Firm, LLC
Recorded November 03, 2025.
Product ID 101225

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Overview

How to Fit Long-Term Care Eligibility Into Estate and Business Plans

Nursing home costs can quickly burn through a client's entire life savings, and qualifying for Medicaid has become essential for full-spectrum retirement and estate plans. Business interests throw a wrench into the traditional Medicaid asset planning process, however. This legal briefing quickly addresses key issues you'll face and workarounds you can use. Build well-rounded plans that include LTC - register today!

  • Get a refresher on the current Medicaid asset criteria business owners must meet.
  • Explore strategies for valuing and structuring business interests to optimize Medicaid outcomes.
  • Adopt techniques for protecting business assets from Medicaid spenddown and estate recovery.
  • Integrate Medicaid planning with existing business and estate plans.

Abbreviated Agenda

  1. Medicaid LTC Benefits and Eligibility: Recap and Updates
  2. Valuing and Categorizing Business Interests for Medicaid
  3. Key Tactics for Protecting Business Assets
  4. Integrating Medicaid Planning With Business and Estate Planning

Related Topics

Product ID 101225

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
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CLE

Agenda

All times are shown in

  1. Medicaid Planning for Business Owners (in a Nutshell)

    1. Medicaid LTC Benefits and Eligibility: Recap and Updates
    2. Valuing and Categorizing Business Interests for Medicaid
    3. Key Tactics for Protecting Business Assets
    4. Integrating Medicaid Planning With Business and Estate Planning

Who Should Attend

This legal course is designed for attorneys. Business owners, care planners, and paralegals will also benefit.

Speakers

M. Rita Metts
M. Rita
Metts
Metts Law Firm, LLC
Speaker bio
M. Rita Metts

M. Rita Metts

Metts Law Firm, LLC
M. Rita Metts

has been an attorney and certified mediator for more than 30 years. She owns the Metts Law Firm, LLC located in Columbia, SC. The firm represents clients in the areas of automobile & truck accidents, divorce, wrongful death & medical malpractice, workers’ compensation, and social security & veteran disability claims. In addition to her law practice, she is an Adjunct Business Law Professor at Benedict College, a real estate broker, a certified victim services provider, and a board member for Vital Connections of the Midlands, an early childhood advocacy agency for at risk families. She began her legal career as an assistant public defender with the Newberry County Public Defender’s Office and managing attorney with the Pyatt Law Firm. She is a recently retired Magistrate Judge for Richland County and retired town attorney for the Town of Carlisle in Union, South Carolina. Ms. Metts earned her B.S. degree from the University of South Carolina and her J.D. degree from the University of South Carolina School of Law. She is admitted to practice in the South Carolina Supreme Court and the U.S. District Court.

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