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Trusts, Estates & Probate

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4.18

Estate vs. Medicaid Planning: Top 10 Mistakes and Questions

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 Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 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 Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota 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 Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 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
OnDemand
2 hours 56 minutes
Stephanie Smith
Lindsay Moss
With Stephanie M. Smith from SMS Law Offices, LLC + 1 other
Recorded October 16, 2026.
Product ID 102404

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Course Includes
$299

OnDemand Video

Course Book Download

Overview

Craft Better Long-Term Care and Estate Plans

While estate planning often works to preserve wealth, the main means for qualifying for Medicaid is spenddown. This seemingly irreconcilable conflict can be prevented with proper tools and masterful planning. Simple mistakes can result in unexpected and crushing nursing home fees, excessive tax burdens, and loss of assets to estate recovery. What works and how do you implement it well? This fundamental course will answer critical questions, identify potential pitfalls, and provide workable solutions. Register today!

  • Explore top overlooked tax consequences of common planning approaches.
  • Identify and alleviate key trust drafting mistakes that can derail both long-term care and estate planning.
  • Reconcile conflicts between spenddown and estate inclusion efforts.

This program was designed in conjunction with NBI's esteemed Content Advisory Committee Member Louis Silverman.

Abbreviated Agenda

  1. Oil and Water: Tax-Minded Gifting vs. Medicaid Transfers
  2. Tax Issues With Using Annuities for Medicaid Planning
  3. Selling a Home With a Life Estate: Tax and Medicaid Consequences
  4. Proxy Mistakes in Estate Planning vs. Medicaid Planning
  5. Using Married Client Techniques for Single Clients
  6. Heir and Beneficiary Concerns
  7. Failing to Account for Other Benefits Eligibility Criteria
  8. Overlooking Income Sources
  9. Key Trust Mistakes to Avoid
  10. Dismissing Potential Estate Recovery

Related Topics

Product ID 102404

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 Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 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 Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota 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 Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 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

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 3 Total Credits

Earn Until

OnDemand - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Video Download - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 3 Total Credits

Earn Until

OnDemand - Alabama CLE - 3: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 3.0 on-demand credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 3 Total Credits

Earn Until

OnDemand - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 3 Total Credits

Earn Until

OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 3 Total Credits

Earn Until

OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 4 Total Credits

Earn Until

OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 3 Total Credits

Earn Until

OnDemand - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 3 Total Credits

Earn Until

OnDemand - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Video Download - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Georgia CLE Approved · 3 Total Credits

Earn Until

OnDemand - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Video Download - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 3 Total Credits

Earn Until

OnDemand - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 3 Total Credits

Earn Until

OnDemand - Iowa CLE - 3: "Estate vs. Medicaid Planning: Top 10 Mistakes and Questions" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 3.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics unmoderated activity credit.

Idaho CLE Approved · 3 Total Credits

Earn Until

OnDemand - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 3 Total Credits

Earn Until

OnDemand - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Indiana CLE - 3: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 3.0 hours of distance education, which includes 0.0 hour of ethics.

Kansas CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Kansas CLE - 3.5: Approved by Kansas CLE for 3.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 3.5: Approved by Kansas CLE for 3.50 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Kentucky CLE Approved · 3 Total Credits

Earn Until

OnDemand - Kentucky CLE - 3: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 3.0 credits, including 0.0 ethics credits.

Video Download - Kentucky CLE - 3: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 3.0 credits, including 0.0 ethics credits.

Louisiana CLE Approved · 3 Total Credits
  • 3 Estate Planning and Administrative

Earn Until

OnDemand - Louisiana CLE - 3: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 3.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer-based ethics credit. This course will apply toward the fulfillment of the newly admitted member requirement.

Maine CLE Approved · 3 Total Credits

Earn Until

OnDemand - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Video Download - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Minnesota CLE Approved · 3 Total Credits

Earn Until

OnDemand - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Montana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 3 Total Credits
  • 3 Estate Planning and Probate Law

Earn Until

OnDemand - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 3.0 hours of online CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

Video Download - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 3.0 hours of online CLE credit, including 0.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

North Dakota CLE Approved · 3 Total Credits

Earn Until

OnDemand - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 3 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Jersey CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - New Jersey CLE - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 3 Total Credits

Earn Until

OnDemand - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 3.5 Total Credits
  • 3.5 Areas of Professional Practice

Earn Until

OnDemand - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours that can be applied toward the areas of professional practice requirement and is approved for newly admitted attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours that can be applied toward the areas of professional practice requirement and is approved for newly admitted attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Ohio CLE Approved · 3 Total Credits

Earn Until

OnDemand - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Pennsylvania CLE Approved · 3 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Rhode Island CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 3.50 hours of CLE video replay credit in Rhode Island, including 0.0 of legal ethics.

Video Download - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 3.50 hours of CLE video replay credit in Rhode Island, including 0.0 of legal ethics.

South Carolina CLE Approved · 3 Total Credits

Earn Until

OnDemand - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 3 Total Credits

Earn Until

OnDemand - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 3 Total Credits
  • 3 Estate Planning and Probate

Earn Until

OnDemand - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. his course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 3.0 - Estate Planning and Probate Law

Video Download - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement. his course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and paralegals in the following specialty fields: 3.0 - Estate Planning and Probate Law

Utah CLE Approved · 3 Total Credits

Earn Until

OnDemand - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 3.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Video Download - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 3.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 3 Total Credits

Earn Until

OnDemand - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 3 Total Credits

Earn Until

OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 3 Total Credits

Earn Until

OnDemand - Washington CLE - 3: This program qualifies for 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 3: This program qualifies for 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 3 Total Credits

OnDemand - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Video Download - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 3 Total Credits

Earn Until

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Oil and Water: Tax-Minded Gifting vs. Medicaid Transfers

  2. Tax Issues With Using Annuities for Medicaid Planning

  3. Selling a Home With a Life Estate: Tax and Medicaid Consequences

  4. Proxy Mistakes in Estate Planning vs. Medicaid Planning

  5. Using Married Client Techniques for Single Clients

  6. Heir and Beneficiary Concerns

  7. Failing to Account for Other Benefits Eligibility Criteria

  8. Overlooking Income Sources

  9. Key Trust Mistakes to Avoid

  10. Dismissing Potential Estate Recovery

Who Should Attend

This legal course is designed for attorneys. It will also benefit accountants and CPAs, tax professionals, trust officers, estate planners, life care planners, nursing home administrators, and paralegals.

Speakers

Stephanie M Smith
Stephanie M.
Smith
SMS Law Offices, LLC
Lindsay Moss
Lindsay
Moss
Moss Law, LLC
Speaker bio
Stephanie M Smith

Stephanie M. Smith

SMS Law Offices, LLC
Stephanie Smith

is an experienced attorney with over twenty-five years of practice in trust and estate planning, elder law, and real estate strategy. Through her firm, SMS Law Offices, LLC, located in Maryland and Washington, D.C., she advises families on creating revocable and irrevocable trusts, Medicaid planning, and integrating property ownership into long-term wealth and care strategies. Ms. Smith also advises LLCs, for-profit and non-profit corporations, corporate trusts and high-net worth estates on developing complex real estate development projects with their financial assets. As a tax attorney by trade, she provides strategic tax advice related to real estate investment activities for preserving assets, structures asset property transfers, and navigates complex Medicare and Medicaid eligibility rules. Additionally, Ms. Smith handles all types of probate administration matters, and for clients who need expert advice on how to manage, invest, and/or develop their inherited real estate properties. She earned a B.A. degree from Howard University in Washington, D.C.; her J.D. degree from Rutgers Law School in Newark, New Jersey; and her LL.M. degree, with a concentration in international taxation, from Georgetown University Law Center. Ms. Smith is admitted to practice in D.C., Maryland and New Jersey. 

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Lindsay Moss

Lindsay Moss

Moss Law, LLC
Lindsay Moss is the Managing Attorney of Moss Law, LLC. She assists clients in a variety of elder law, estate planning and special needs matters. She routinely works with clients to create estate plans that are tailored to fit their specific needs. Ms. Moss is a firm believer that estate planning does not have to be complicated, and her goal is to make sure that clients understand their planning documents. She regularly helps clients that are in crisis situations, working with families to obtain the best possible results for their loved ones. Additionally, she assists clients with pre-crisis planning, to ensure that her clients’ future wishes are attainable. She has extensive knowledge of both the Maryland Medicaid system and the Veteran’s Administration. She routinely addresses the needs of elderly and special needs clients and addresses matters that may result from physical and cognitive disabilities. Ms. Moss is a VA-accredited attorney. She is a Certified Mediator, with advanced certifications in Family Law and Guardianship Mediation. She is also a Certified Dementia Practitioner (NCCDP) and is certified in Alzheimer’s and Dementia Care (HFAM/MAADS). She is currently the Vice-Chair of the Elder Law and Disability Rights (ELDR) Section Counsel of the Maryland State Bar Association and the Vice-President of the National Academy of Elder Law Attorneys (NAELA) Maryland/DC Chapter.
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