Elder Law

Live Online

Medicaid Planning: The Complete Toolkit for Attorneys

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Jason Hicks
Amy McIntyre
Adam Huffman
Charles Beinhauer
Brittney Shearin
With Jason F. Hicks from Guilford County Attorney's Office + 4 others

Fri, Dec 11, 00:00 AM – 00:00 PM

Product ID 102723

Register For Course

Course Includes
$429

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Protect Clients' Assets While Ensuring Eligibility

Long-term care becomes a necessity for most elderly clients, and, short of exorbitant LTC insurance and out-of-pocket expenses, the only reasonable option is Medicaid coverage. Help your clients in need of nursing home coverage ensure Medicaid eligibility without losing the family home and leaving loved ones impoverished. Our experienced faculty will explore excluded assets, useful conversion and transfer techniques, and post-eligibility troubleshooting approaches. Build your skills - register today!

  • Dispel common Medicaid myths and determine whether Medicaid is the right option for your client.
  • Get an update on the current Medicaid eligibility categories and requirements.
  • Come away with a list of excluded assets and ways to maximize the use of the exclusions.
  • Clarify how the lookback requirement works in daily practice and what often triggers penalty periods.
  • Tackle post-eligibility issues like sudden windfall and estate recovery.

Abbreviated Agenda

  1. Medicaid Planning Overview: Myths vs. Reality
  2. Asset/Resource Eligibility
  3. Transfer Eligibility and the Lookback Period
  4. Annuities and Trusts in Medicaid Planning: What Helps and What Actually Ruins Eligibility
  5. Application, Appeals, and Hearing Tips
  6. Income Eligibility and MMNA for the Community Spouse
  7. Post-Eligibility Considerations: Tax Consequences, Estate Recovery, Sudden Windfall, Hardship Waivers, etc.
  8. Legal Ethics of Medicaid Planning

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.

Product ID 102723

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in
  1. Medicaid Planning Overview: Myths vs. Reality

    1. Top Medicaid Myths Dispelled
    2. What Medicaid Covers That Medicare Doesn’t
    3. Categorical Eligibility and Citizenship, Residency, etc.
    4. “Money Follows the Person” (MFP) Home and Community-Based Options
    5. Claimant and Agency Responsibilities
    6. Is Medicaid the Right Option for Your Client? Clarifying Needs
  2. Asset/Resource Eligibility

    1. Countable vs. Excluded
    2. Limits on Specific Types of Assets
    3. Protecting the Family Home, Intent to Return Home
    4. Valuation of Assets for Eligibility Purposes
    5. Asset Conversion Methods and Tactics
  3. Transfer Eligibility and the Lookback Period

    1. Lookback Period and Transfer Penalty
    2. What Transfers Often Trigger the Penalty Period
    3. Protecting the Community Spouse
    4. Exempt Transfers
  4. Annuities and Trusts in Medicaid Planning: What Helps and What Actually Ruins Eligibility

  5. Application, Appeals, and Hearing Tips

    1. Application and Appeals Process
    2. Fair Hearing Procedures and Tactics
  6. Income Eligibility and MMNA for the Community Spouse

  7. Post-Eligibility Considerations: Tax Consequences, Estate Recovery, Sudden Windfall, Hardship Waivers, etc.

  8. Legal Ethics of Medicaid Planning

    1. Guarding Confidentiality
    2. Attorney Fees and Engagement Agreements
    3. Representing Spouses
    4. Client Capacity and Working With Proxies
    5. Top Client Complaints and How to Avoid Them

Who Should Attend

This legal course is designed for attorneys. Accountants, estate and financial planners, nursing home administrators, investment advisers, continued care managers, and paralegals will also benefit.

Speakers

Jason F Hicks
Jason F.
Hicks
Guilford County Attorney's Office
Amy McIntyre
Amy
McIntyre
Rubin and Rudman LLP
Adam R Huffman
Adam R.
Huffman
Carlile Patchen & Murphy LLP
Charles W Beinhauer
Charles W.
Beinhauer
Pfalzgraf Beinhauer Grear Harris Schuller LLP
Brittney Shearin
Brittney
Shearin
Lawyers With Purpose®
Speaker bio
Jason F Hicks

Jason F. Hicks

Guilford County Attorney's Office
Jason Hicks

is a deputy county attorney with Guilford County, North Carolina. He is licensed in both Tennessee and North Carolina. Mr. Hicks is admitted to practice in the federal district courts of the Middle District of North Carolina and Tennessee, and the federal appellate courts of the fourth and sixth circuits. Over the course of his career, he has practiced family/divorce law, probate, and civil litigation, as well as elder law, juvenile law, and local government law. Mr. Hicks is a member of the Greensboro, District 24 (NC), Putnam County (TN), Tennessee, North Carolina, and American bar associations. He serves as a member of the board of directors, chair of the community involvement committee, and the fellows committee chairman for the Greensboro Bar Association. Mr. Hicks is currently the immediate past president of the North Carolina DSS Attorney's Association. He is past president of the Putnam County Bar Association and the Upper Cumberland Trial Lawyers Association. Mr. Hicks is also the past vice president of the Tennessee Bar Association-Young Lawyers Division. With the North Carolina State Bar Association, he serves on the BarCARES Board of Directors, Council for the Local Government and Public Sector Section, and Council for the Juvenile Justice and Children's Rights Council. Mr. Hicks is a frequent speaker at legal education seminars having presented over eighty continuing legal education presentations. He is a member of the Phi Alpha Delta Legal Fraternity and chief legal advisor for the fraternity. Mr. Hicks is a master member and vice president of the Guilford Chapter, American Inn of Courts and chair for the Program Review Committee, American Inn of Courts. He earned his B.A. degree from The University of Tennessee, Knoxville and his J.D. degree from Faulkner University, Thomas Goode Jones School of Law. Outside of the profession, Mr. Hicks is involved in the Masonic fraternity, United Methodist Church, and Scouting America (Boy Scouts). He is married to Dr. Megan Henley Hicks and they have two children, John Howard Hicks, II ("Jack") and Elizabeth Jane Hicks ("Libby").

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 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.

Speaker bio
Adam R Huffman

Adam R. Huffman

Carlile Patchen & Murphy LLP
Adam Huffman

is an attorney at Carlile Patchen & Murphy LLP. He focuses his legal practice on estate planning, elder law, Medicaid planning, guardianship, and probate. Mr. Huffmanb works closely with individuals and families to design and implement strategies that preserve assets, ensure long-term care, and support smooth transitions during life's most challenging stages. Clients value his practical, solutions-oriented approach and his ability to guide them through complex legal decisions with clarity and confidence. Prior to joining CPM, Mr. Huffman held a leadership role at a central Ohio law firm, where he oversaw legal teams specializing in estate administration, Medicaid, VA benefits, and trust funding. His work included managing attorneys and staff, developing internal training programs, and leading initiatives to support the firm's growth. In client-facing roles, Mr. Huffman structured and implemented comprehensive estate plans tailored to asset protection, government benefits, and wealth preservation goals, all handled with a focus on accessibility and compassionate service. He earned his J.D. degree, cum laude, from Capital University Law School; and his B.A. degree in criminology, magna cum laude, from Capital University, where he also minored in political science, sociology, and theatre studies.

Speaker bio
Charles W Beinhauer

Charles W. Beinhauer

Pfalzgraf Beinhauer Grear Harris Schuller LLP
Charles Beinhauer

is of counsel in the Buffalo law firm of Pfalzgraf Beinhauer Grear Harris Schuller LLP. His practice focuses entirely in the fields of estates and trusts, estate administration, and elder law. Mr. Beinhauer is a former member of the New York State Bar Association's Elder Law Committee. He is a former member of the Bar Association of Erie County's Elder Law Committee, Surrogate Court Practice and Procedure Committee, Lawyers Helping Lawyers Committee, and the Speakers Bureau. Mr. Beinhauer is a former member of the New York State Lawyers Assistance Trust and the New York State Bar Association's Lawyers Assistance Committee. He is a graduate of Georgetown University and the Columbus School of Law Catholic University of America in Washington, D.C.

Speaker bio
Brittney Shearin

Brittney Shearin

Lawyers With Purpose®
Brittney Shearin

is a legal-technical attorney with a passion for estate planning. She currently serves as the director of legal education at Lawyers With Purpose®, a national membership organization for estate planning attorneys. Ms. Shearin is also the product owner of STEPS™, LWP's proprietary estate planning and Medicaid qualification software. From 2015 to 2020, she honed her expertise as a drafter and practicing estate planning attorney, cultivating a deep appreciation for the art and technical precision involved in drafting estate plans. Ms. Shearin earned her B.A. degree from Wilkes University and her J.D. degree from Syracuse University College of Law. She is admitted to practice law in New York.

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