Best Seller

Elder Law

WV Specific

Live Online

West Virginia Medicaid Lookback Rules and Planning

Credits Available
Credit Status Total
Alabama CLE Approved 6 Total
Indiana CLE Approved 6 Total
Ohio CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Virginia CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Randall Fisher
A. Michelle Poss
Sam Thomas
Jennifer McInerney
Lora Williams
With Randall D. Fisher Esq. from Elville and Associates + 4 others

Mon, Jun 29, 00:00 AM – 00:00 PM

Product ID 101836

Register For Course

Course Includes
$389

Live Webinar Registration

OnDemand Recording

Course Book Download

Save $100 when you buy 2 or more seats!

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


or
Upgrade to Unlimited CLE and Get This Course
$129/Month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Make Certain Your Clients' Long Term Care Needs Are Met

The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today!

  • Determine which assets are countable and how they can be converted.
  • Establish exactly what limitations are placed on asset transfers.
  • Protect your clients' interests by knowing what's exempt and what's not.
  • Deepen your knowledge of transfer penalty provisions.
  • Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.

Abbreviated Agenda

  1. The Lookback Period and Qualifying Asset Transfers Rule
  2. Asset Conversion From Non-Exempt to Exempt
  3. Irrevocable Trusts in Medicaid Planning
  4. Legal Ethics
  5. Penalty Period for Improper Transfers
  6. Case Studies and Common Client Scenarios

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Product ID 101836

Credit Details

Credits Available
Credit Status Total
Alabama CLE Approved 6 Total
Indiana CLE Approved 6 Total
Ohio CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Virginia CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in
  1. The Lookback Period and Qualifying Asset Transfers Rule

    1. The Lookback Rule
    2. Gifts
    3. Intrafamily Loans
    4. Marital Deductions and Exceptions
    5. Reverse Half-Loaf with Medicaid-Compliant Annuity - Is it Still a Valid Approach?
    6. Transferring Real Property
  2. Asset Conversion From Non-Exempt to Exempt

    1. Loan Repayment
    2. Exempt Asset Purchases
    3. Other Asset Conversion Techniques
  3. Irrevocable Trusts in Medicaid Planning

  4. Legal Ethics

    1. Attorney Fees and Engagement Agreements
    2. Effective and Ethical Client Communication
    3. Protecting Client Confidentiality
    4. Conflicts of Interest When Representing Couples
  5. Penalty Period for Improper Transfers

    1. Calculating the Penalty Period
    2. Preventing the Penalty Period
    3. Handling Unexpected Income to Protect Eligibility
    4. Partial Months of Ineligibility
    5. Monthly Maintenance Need Allowance (MMMNA) for Community Spouse
  6. Case Studies and Common Client Scenarios

Who Should Attend

This intermediate level online seminar addresses key questions involved in elder planning and is designed for:

  • Attorneys
  • Accountants
  • Estate and Financial Planners
  • Life Care Planners
  • Paralegals

Speakers

Randall D Fisher Esq.
Randall D.
Fisher, Esq.
Elville and Associates
A. Michelle Poss
A. Michelle
Poss
Law Office of Michelle Poss
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
Lora N Williams
Lora N.
Williams
Williams Law Office, PC
Speaker bio
Randall D Fisher Esq.

Randall D. Fisher, Esq.

Elville and Associates
Randall Fisher

is a senior counsel at Elville and Associates. 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.

Speaker bio
A. Michelle Poss

A. Michelle Poss

Law Office of Michelle Poss
A. Michelle Poss

is a sole practitioner in Nashville. She represents clients in the practice areas of elder law; disability and probate, including estate administrations, conservatorships and guardianships; trust administrations; Social Security; and VA claims. Ms. Poss is a VA accredited attorney and a Rule 31 general civil mediator. She is licensed to practice in all Tennessee courts, and is admitted to the Tennessee Supreme Court and the U.S. Federal courts. Ms. Poss is an active member of the Nashville Bar Association, Tennessee Bar Association, and the Conservatorship Association of Tennessee. She is a former president of the Conservatorship Association of Tennessee, previous co-chair of the NBA Probate Committee, and previous board member of CASA and the St. Thomas Foundation Murfree Circle. Ms. Poss earned her B.S. degree from the Middle Tennessee State University and her J.D. degree from Nashville School of Law.

Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

Speaker bio
Jennifer M McInerney

Jennifer M. McInerney

McInerney Law
Jennifer McInerney

is an attorney with McInerney Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.

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.

Loading recommendations...

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 7 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.

Have more questions? Please Contact Us