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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
- The Lookback Period and Qualifying Asset Transfers Rule
- Asset Conversion From Non-Exempt to Exempt
- Irrevocable Trusts in Medicaid Planning
- Legal Ethics
- Penalty Period for Improper Transfers
- Case Studies and Common Client Scenarios
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Pre-Order the OnDemand
We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alabama CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Ohio CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| West Virginia CLE |
|
7.2 Total |
| CPE for Accountants/NASBA |
|
7 Total |
Select Jurisdiction
CLE
Other
Agenda
-
The Lookback Period and Qualifying Asset Transfers Rule
- The Lookback Rule
- Gifts
- Intrafamily Loans
- Marital Deductions and Exceptions
- Reverse Half-Loaf with Medicaid-Compliant Annuity - Is it Still a Valid Approach?
- Transferring Real Property
-
Asset Conversion From Non-Exempt to Exempt
- Loan Repayment
- Exempt Asset Purchases
- Other Asset Conversion Techniques
-
Irrevocable Trusts in Medicaid Planning
-
Legal Ethics
- Attorney Fees and Engagement Agreements
- Effective and Ethical Client Communication
- Protecting Client Confidentiality
- Conflicts of Interest When Representing Couples
-
Penalty Period for Improper Transfers
- Calculating the Penalty Period
- Preventing the Penalty Period
- Handling Unexpected Income to Protect Eligibility
- Partial Months of Ineligibility
- Monthly Maintenance Need Allowance (MMMNA) for Community Spouse
-
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
Speaker bio
Randall D. Fisher, Esq.
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
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
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
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
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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