Trusts, Estates & Probate

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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 Pending 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 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 Approved 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
Stephanie Smith
Lindsay Moss
With Stephanie M. Smith from SMS Law Offices, LLC + 1 other

Fri, Oct 16, 00:00 AM – 00:00 PM

Product ID 102404

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Course Includes
$299

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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

Can't Attend Live?

Get the OnDemand instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

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 Pending 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 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 Approved 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
Select Jurisdiction
CLE
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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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Speaker bio
Lindsay Moss

Lindsay Moss

Moss Law, LLC
Lindsay Moss

is the principal of Moss Law, LLC. She is a VA accredited attorney, a Certified Dementia Practitioner (NCCDP), as well as being certified in Alzheimer's and Dementia Care (HFAM/MAADS). Ms. Moss represents individuals and families in the areas of elder law, Medicaid, Veteran's benefits, estate planning, special needs planning, asset protection, crisis and pre-crisis planning; and issues associated with adult medical daycare, assisted living and nursing home placement. She earned her B.S. degree, magna cum laude, from Towson University and her J.D. degree from the University of Baltimore School of Law.

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