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Elder Law

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Legal and Financial Planning for Medicaid

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina 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 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online + OnDemand
6 hours
Elizabeth Ingold
Amy McIntyre
Ronald Fatoullah
Daniel Del Collo
With Elizabeth A. Ingold from Rupp Pfalzgraf LLC + 3 others

Tue, Dec 16, 00:00 AM – 00:00 PM

Product ID 101329

Register For Course

Course Includes
$389

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 7 days of event date.

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Overview

Secure Nursing Home Care for Your Aging Clients While Protecting Their Assets

Don't let the high cost of long-term care deplete your clients' assets. This course equips professionals working with seniors and their families with essential Medicaid asset protection strategies. Learn to navigate benefits eligibility, preserve family assets legally and ethically, and master crisis management to safeguard benefits. Secure your clients' financial future - register today!

  • Medicaid Eligibility: Understand resource requirements for Medicaid applications.
  • Asset Protection: Identify exempt and non-exempt assets to protect your clients' interests.
  • Qualification Process: Guide clients seamlessly through Medicaid qualification.
  • Asset Transfer Methods: Employ effective strategies to meet spend-down requirements.
  • Crisis Planning: Discover methods to quickly restore Medicaid benefits.

Abbreviated Agenda

  1. Client Intake and Weighing Long-Term Care (LTC) Options
  2. Medicaid Eligibility Requirements and Application Overview
  3. Financial Pre-Planning: What Works and What Hurts
  4. Trusts in Medicaid Planning
  5. Financial Options Within the Lookback Period
  6. Legal Ethics of Medicaid Planning
  7. Medicaid Estate Recovery in Various Planning Scenarios

Related Topics

Product ID 101329

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina 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 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal
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Agenda

All times are shown in

  1. Client Intake and Weighing Long-Term Care (LTC) Options

    1. Clarifying Client Medical and Financial Needs and Goals
    2. Get a Detailed View of Each Client's Assets, Debts, and Income
    3. LTC Funding Sources
    4. Levels of Care, Their Costs and Coverage
    5. Medicaid Coverage and Various State Waiver Programs

  2. Medicaid Eligibility Requirements and Application Overview

    1. Categorical Eligibility
    2. Asset and Income Criteria
    3. The Lookback Period and Penalties
    4. Medicaid Nursing Home Coverage Application Process

  3. Financial Pre-Planning: What Works and What Hurts

    1. Transfers and Gifting
    2. Minimizing Countable Assets
    3. Pre-Payment of Expenses
    4. Financial Planning Approaches That Create More Problems Than They Solve

  4. Trusts in Medicaid Planning

  5. Financial Options Within the Lookback Period

  6. Legal Ethics of Medicaid Planning

    1. Conflicts of Interest (Who Is Your Client?)
    2. Clients' Diminishing Mental Capacity
    3. Age-Appropriate Client Communications
    4. Navigating Through Family Conflict
    5. Setting and Collecting Attorney Fees

  7. Medicaid Estate Recovery in Various Planning Scenarios

Who Should Attend

This focused legal course is designed for attorneys. It will also benefit accountants, social workers, geriatric care managers, trust officers, estate planners, and paralegals.

Speakers

Elizabeth A Ingold
Elizabeth A.
Ingold
Rupp Pfalzgraf LLC
Amy McIntyre
Amy
McIntyre
Rubin and Rudman LLP
Ronald Fatoullah
Ronald
Fatoullah
Meltzer, Lippe, Goldstein & Breitstone, LLP
Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Speaker bio
Elizabeth A Ingold

Elizabeth A. Ingold

Rupp Pfalzgraf LLC
Elizabeth Ingold

is a partner in the law firm of Rupp Pfalzgraf LLC, where she counsels families and individuals in all stages of life to achieve lifetime and testamentary goals. Ms. Ingold excels in tailoring sophisticated estate plans to conserve and transfer wealth, and to preserve businesses, real estate and other assets. She is a member of the National Academy of Elder Law Attorneys, New York State Bar Association, Erie County Bar Association and the Financial Counselors of Western New York. Ms. Ingold earned her B.A. degree from State University of New York at Geneseo and her J.D. degree, with a concentration in estate planning, from Albany Law School.

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Speaker bio
Amy McIntyre

Amy McIntyre

Rubin and Rudman LLP
Amy McIntyre

is an associate with Rubin and Rudman LLP in Boston. She is a member of the firm's trust and estate department and elder law practice group. Ms. McIntyre concentrates on asset restructuring and Medicaid eligibility. She earned her J.D. degree from Western New England Law School in May of 2024. Ms. McIntyre served as a junior staff member on the Western New England Law Review for Volume 45, and served as the online content editor for Volume 46. She is a student member of the Massachusetts chapter of National Academy of Elder Law Attorneys. Ms. McIntyre earned her bachelor's degree in legal studies from Becker College and her master's degree in managerial leadership from Worcester State University.

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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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Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.

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TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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