Elder Law

4.47

Gifting Tactics in Medicaid Planning

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Florida CLE Approved 3.5 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Washington CLE Approved 3 Total
OnDemand
2 hours 55 minutes
Ronald Fatoullah
Debby Rosenfeld
Arthur White
With Ronald Fatoullah from Meltzer, Lippe, Goldstein & Breitstone, LLP + 2 others
Recorded October 10, 2023
Product ID 97412

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Overview

Transfer Assets and Protect Medicaid Recipients' Eligibility

Planning for Medicaid requires specialized knowledge and finesse. This practical course focuses on one of its major aspects: managing the effect of gifts on Medicaid planning. Make sure simple mistakes don't interfere with clients' eligibility - register today!

  • Get an update on current Medicaid programs and eligibility criteria.
  • Learn on real-life examples how to cure prior gifts.
  • Get tips on making the best use of trusts in Medicaid planning.
  • Manage tax consequences of gifts.

Abbreviated Agenda

  1. Medicaid Eligibility Update
  2. Gifting Techniques and Case Scenarios
  3. Curing Prior Gifts: Practical Guidance and Real-World Examples
  4. The Use of Trusts
  5. Tax Planning Strategies
Product ID 97412

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Florida CLE Approved 3.5 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Washington CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Medicaid Eligibility Update

    1. Covered Category and Medical Need
    2. Income Eligibility
    3. Resource Eligibility: Long-Term Nursing Care Benefits
    4. Lookback Eligibility: Determining the Look-Back Date and Calculating the Penalty Period
    5. Real-World Examples
  2. Gifting Techniques and Case Scenarios

    1. Definition of Gift and Limitations on Gifting
    2. Top Gifting Methods and Gift Recipients
    3. Applying the Half-a-Loaf, Reverse Half-a-Loaf in Real Life: What Works?
    4. Recording the Gifts
    5. Gifting Annuities
    6. IRAs and Qualified Retirement Accounts
    7. Common Gifting Mistakes
  3. Curing Prior Gifts: Practical Guidance and Real-World Examples

  4. The Use of Trusts

    1. Medicaid Qualifying Trusts
    2. Self-Settled Trusts
    3. Exempt Trusts - SNTs, QITs, etc.
  5. Tax Planning Strategies

    1. Gift Tax Panning
    2. Capital Gains Tax Planning
    3. IDGTs
    4. Income Tax Planning

Who Should Attend

This legal course is designed for attorneys. It will also benefit accountants, wealth managers, life care planners, and paralegals.

Speakers

Ronald Fatoullah
Ronald
Fatoullah
Meltzer, Lippe, Goldstein & Breitstone, LLP
Debby Rosenfeld
Debby
Rosenfeld
Meltzer, Lippe, Goldstein & Breitstone, LLP
Arthur E White
Arthur E.
White
Elverson White LLC
Speaker bio
Ronald Fatoullah

Ronald Fatoullah

Meltzer, Lippe, Goldstein & Breitstone, LLP
Ronald Fatoullah

is the principal of the New York based law firm of Ronald Fatoullah & Associates, where he practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships, and estate administration. Mr. Fatoullah is the past president of the New York Chapter of the National Academy of Elder Law Attorneys. He also serves on the Executive Committee of the Elder Law and Special Needs Section of the New York State Bar Association, served on the Executive Council of AARP New York, and served as the chair of the Board of the Alzheimer’s Association Long Island Chapter for 10 years. Mr. Fatoullah. He is a fellow of the National Academy of Elder Law Attorneys. Mr. Fatoullah earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo; and his J.D. degree from St. John's University School of Law.

Speaker bio
Debby Rosenfeld

Debby Rosenfeld

Meltzer, Lippe, Goldstein & Breitstone, LLP
Debby Rosenfeld

is an attorney with Ronald Fatoullah & Associates, where she practices in the areas of elder law, estate planning and real estate. Ms. Rosenfeld is admitted to practice in New York. She lectures as well as writes articles on various elder law issues for both attorneys and laypeople. Ms. Rosenfeld earned her B.A. degree from Barnard College of Columbia University and her J.D. degree from New York University School of Law. She is a member of the New York State and Nassau County bar associations.

Speaker bio
Arthur E White

Arthur E. White

Elverson White LLC
Arthur White

is the principal attorney of Elverson White LLC, where he represents and advises clients in matters involving federal and state taxation, estate planning, probate and trust administration, probate litigation, wills, trusts, powers of attorney, and tax exempt non-profit organizations. His tax practice focuses on estate taxation, gift taxation, generation skipping transfer taxation, and federal and state income taxation (individual, corporate, partnership and fiduciary). Mr. White enjoys preparing and overseeing the filing of United States estate tax returns and representing clients before the IRS, state departments of revenue, and federal courts. Specifically, he has assisted tax clients before the IRS audit, collections and appeals divisions; U.S. Tax Court; federal district court, and the Departments of Revenue for Kentucky and South Carolina. Mr. White also assists clients in submitting requests for innocent spouse relief and lien release and/or satisfactions, and has represented clients in filing back tax returns and thereafter working out payment arrangements with the IRS (offer in compromises or installment agreements). He earned his B.A. degree in political science, cum laude, from the University of Notre Dame; and his J.D. degree from his hometown school, the University of South Carolina School of Law. After law school, he earned his LL.M. degree from the University of Florida. Mr. White is admitted to practice law in the states of Kentucky and South Carolina.

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Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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