Elder Law

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Guarding Assets While Ensuring Medicaid Eligibility

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
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 Pending 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 Pending 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 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
CPE for Accountants/NASBA Approved 7 Total
Live Online + OnDemand
6 hours
Debby Rosenfeld
Jessica Peraza
Adam Cohen
With Debby Rosenfeld from Meltzer, Lippe, Goldstein & Breitstone, LLP + 2 others

Thu, Mar 05, 00:00 AM – 00:00 PM

Product ID 101635

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Course Includes
$389

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OnDemand Video

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Overview

Safeguard the Financial Future of Elderly Clients

Elderly Americans' family funds can easily be wiped out by nursing home costs today. For most, Medicaid is the only viable source of payment, so understanding Medicaid planning is vital for all professionals who work with seniors and their families. This course will provide an overview of processes and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility. You'll also receive a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!

  • Clarify resource eligibility requirements when applying for Medicaid.
  • Maximize exempt assets: determine what is countable for purposes of eligibility.
  • Use effective asset transfer methods to comply with the spend-down requirement.
  • Leverage crisis planning methods to restore Medicaid benefits quickly.
  • Draft Medicaid-compliant trusts that help grantors and beneficiaries with disabilities.

Abbreviated Agenda

  1. Applying for Medicaid - The Four Eligibility Requirements
  2. Using Special Needs Trusts - Sample Trust Review
  3. Pre-Need Asset Planning
  4. Transferring Real Property Without Risking Medicaid Eligibility
  5. Trust-Based Medicaid Planning: Income-Only Trusts (IOTs)
  6. Crisis Planning and Assistance
  7. Applied Legal Ethics

Related Topics

Product ID 101635

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
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 Pending 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 Pending 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 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
CPE for Accountants/NASBA Approved 7 Total
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CLE
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Agenda

All times are shown in

  1. Applying for Medicaid - The Four Eligibility Requirements

    1. Medical Eligibility Needs Assessment
    2. Resource Eligibility: Exempt vs. Countable Assets
    3. Income Eligibility in Select States
    4. Transfer Eligibility: Lookback and Penalty Periods
    5. Estate Recovery Rules

  2. Using Special Needs Trusts - Sample Trust Review

    1. When Can SNTs Be Used?
    2. Drafting an SNT - Common Mistakes to Avoid
    3. Documenting the Assets Transfer Into the Trust
    4. Choosing a Suitable Trustee
    5. Sample Special Needs Trust Document Review

  3. Pre-Need Asset Planning

    1. Medicaid Planning for Single vs. Married Applicants
    2. Revocable vs. Irrevocable Life Estates
    3. Asset Valuation - Fair Market Value Under DRA
    4. Using Life Insurance to Spend Down
    5. Interstate Transfers
    6. Protecting Veterans' Benefits
    7. The Gifting Powers in Powers of Attorney

  4. Transferring Real Property Without Risking Medicaid Eligibility

    1. When Does the Home Become a Countable Asset?
    2. How Is "Intent to Return Home" Interpreted?
    3. Titling of the Home and Basic Homestead Issues in a Medicaid Planning Context
    4. How to Transfer Residence to a Caregiver Child
    5. How to Transfer Residence to Sibling on Title for More Than a Year
    6. How to Transfer Residence Subject to Life Estate
    7. How to Transfer Residence Subject to Occupancy Agreement

  5. Trust-Based Medicaid Planning: Income-Only Trusts (IOTs)

    1. Choosing the Assets for Funding the Trusts
    2. Self-Settled and Revocable Trusts and Their Impact on Eligibility
    3. The Purpose of Using IOTs
    4. Principal Distribution Provision
    5. Taxation of IOTs: Income and Gift Taxation and Tax Reporting
    6. Sample Trust Language and Mistakes to Avoid

  6. Crisis Planning and Assistance

    1. Asset Purchase and Payment Strategies Available in Most States
    2. Asset Transfer Strategies Available in Most States
    3. Caregiver Agreement Between Parent and Child
    4. Contesting/Appealing the Penalty Period Dates
    5. Partial Months of Ineligibility

  7. Applied Legal Ethics

    1. Avoiding Conflicts of Interest (Who Is Your Client?)
    2. Dealing With Clients' Diminishing Mental Capacity
    3. Spotting and Preventing Elder Abuse
    4. Appropriate Client Communications
    5. Navigating Through Family Conflict
    6. Setting and Collecting Attorney Fees

Who Should Attend

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

Speakers

Debby Rosenfeld
Debby
Rosenfeld
Meltzer, Lippe, Goldstein & Breitstone, LLP
Jessica M Peraza
Jessica M.
Peraza
Lippes Mathias LLP
Adam J Cohen
Adam J.
Cohen
Mette Attorneys at Law
Speaker bio
Debby Rosenfeld

Debby Rosenfeld

Meltzer, Lippe, Goldstein & Breitstone, LLP
Debby Rosenfeld

is counsel with Meltzer, Lippe, Goldstein & Breitstone, LLP, where she practices in the areas of elder law, estate planning and real estate. She is admitted to practice in New York. Ms. Rosenfeld lectures, as well as writes articles on various elder law issues for both attorneys and laypeople. She earned her B.A. degree from Barnard College of Columbia University and her J.D. degree from New York University School of Law. Ms. Rosenfeld is a member of the New York State and Nassau County bar associations.

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Speaker bio
Jessica M Peraza

Jessica M. Peraza

Lippes Mathias LLP
Jessica Peraza

is of counsel at Lippes Mathias LLP. She focuses her practice on estate planning and administration, Medicaid, and long-term care planning. As a law student, Ms. Peraza interned for the Hon. Barbara Howe in Erie County Surrogate's Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations. Ms. Peraza earned her B.A. degree from St. Lawrence University and her J.D. degree, cum laude, from University of Buffalo School of Law.

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Speaker bio
Adam J Cohen

Adam J. Cohen

Mette Attorneys at Law
Adam Cohen

works with clients across Pennsylvania and New Jersey, focusing on estate and trust administration, elder law, and fiduciary litigation. He has extensive experience handling complex guardianship matters and is a leader in representing disabled individuals, their families, and corporate fiduciaries in establishing and administering special needs trusts. Mr. Cohen also provides advice and guidance to personal injury attorneys and their clients on structuring and preserving recoveries for minors and disabled beneficiaries, helping them secure financial stability while protecting eligibility for public benefits. With a compassionate approach, Mr. Cohen prioritizes listening to and understanding his clients' needs, ensuring that each legal strategy is tailored to their unique circumstances. Mr. Cohen is actively involved in professional leadership. He serves as the Treasurer of the Pennsylvania Bar Association Elder Law Section and is the Editor of the Elder Law Section Newsletter. He has previously taught continuing legal education courses on guardianship issues, and multi-jurisdictional personal injury settlement topics.

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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.
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