Elder Law

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Medicaid Asset Transfer Rules and Techniques

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Pending 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Pending 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
Live Online
3 hours
Arshi Pal
Debby Rosenfeld
Amy McIntyre
With Arshi Pal from Littman Krooks LLP + 2 others

Tue, Oct 06, 00:00 AM – 00:00 PM

Product ID 102401

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Overview

Effectively Prepare Your Clients for Medicaid Eligibility

Are you confident you're utilizing all the transfer techniques that can help your clients protect assets while qualifying for Medicaid? This practical guide will give you the knowledge and skills you'll need to help clients comply with lookback requirements and income and resource criteria. From simple approaches like gifting to the more complex Medicaid trusts - learn what works and get sample documents to ensure all your approaches are implemented impeccably. Register today!

  • Clarify Medicaid resource and transfer eligibility and find out what techniques work best.
  • Save drafting time with sample Medicaid trust provisions.
  • Learn what can be done when long-term care need is imminent.
  • Tackle interstate issues without jeopardizing eligibility.

Abbreviated Agenda

  1. Medicaid: Resource and Transfer Eligibility
  2. Strategic Use of Medicaid Trusts
  3. Maximizing Pre-Need Asset Planning Techniques
  4. What to do When the Need for Medicaid is Immediate

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Related Topics

Product ID 102401

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Pending 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Pending 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
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Agenda

All times are shown in

  1. Medicaid: Resource and Transfer Eligibility

    1. Exempt vs. Countable Assets
    2. The Lookback Periods
      1. Transfer Penalty
      2. Penalty Beginning Date
      3. Partial Months of Ineligibility
    3. Estate Recovery Rules
    4. Medicaid Planning for Single vs. Married Applicants

  2. Strategic Use of Medicaid Trusts

    1. Choosing the Assets for Funding the Trust
    2. Why and How to Use IOTs (Income-Only Trusts)
    3. Sample Medicaid Trust Document Review
    4. Tax Implications of Using Medicaid Trusts

  3. Maximizing Pre-Need Asset Planning Techniques

    1. Transferring Real Property Without Harming Medicaid Eligibility
    2. Asset Valuation - Fair Market Value and Value Increases Overtime
    3. Do Life Estates Help or Harm Medicaid Planning?
    4. Life Insurance Purchases and ILITs
    5. Qualified Expenses: Funeral Pre-Planning, Pre-Payment of Bills, Etc.
    6. Interstate Transfers
    7. Gifts

  4. What to do When the Need for Medicaid is Immediate

    1. Asset Purchase Techniques Still Available
    2. Asset Transfers and Payment of Expenses
    3. Family Caregiver Agreements

Who Should Attend

This Medicaid legal guide is designed for attorneys. It will also benefit accountants, fiduciaries, and paralegals.

Speakers

Arshi Pal
Arshi
Pal
Littman Krooks LLP
Debby Rosenfeld
Debby
Rosenfeld
Meltzer, Lippe, Goldstein & Breitstone, LLP
Amy McIntyre
Amy
McIntyre
Rubin and Rudman LLP
Speaker bio
Arshi Pal

Arshi Pal

Littman Krooks LLP
Arshi Pal

is an attorney with Littman Krooks LLP, where she focuses her practice on special education, special needs planning and estate planning. She passionately advocates to obtain the appropriate supports and services for the unique needs of the individuals. Ms. Pal participates in CSE meetings to collaborate with school officials to ensure students are receiving programming and services tailored to help them make meaningful progress. However, when the collaborative approach is insufficient to obtain the student the support they require, she zealously represents students and their families in special education impartial hearings. Ms. Pal also represents parents in state review officer appeals and federal court matters. She earned her J.D. degree from Brooklyn Law School in the two-year accelerated program. Ms. Pal is a Brooklyn Law Students for the Public Interest Fellow. She has interned for the NYC Department of Social Services and U.S. Attorney's Office Immigration department at the graduate level. Ms. Pal is admitted to practice in New York, Southern and Eastern districts of New York, and the Second Circuit Court of Appeals.

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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
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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