Elder Law

4.39

Family Assets in Medicaid Planning

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
Idaho CLE Upon Request 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Rhode Island CLE Upon Request 6 Total
OnDemand
5 hours 54 minutes
Mary Wilson
D. Rep DeLoach
Rhonda Steller
Catherine Lenert
Stephen Keogh
Debby Rosenfeld
With Mary L. Wilson from Aging Partners + 5 others
Recorded December 12, 2023
Product ID 97712

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Overview

Protecting Assets While Qualifying Clients for Medicaid

One of the primary concerns of clients who need nursing home care is the financial stability of their loved ones. Nursing home costs are insurmountable for most Americans without Medicaid benefits. This legal guide focuses on Medicaid asset planning techniques that allow the community spouse to stay in the family home and avoid hardship. Build your skills - register today!

  • Get a quick summary of current Medicaid eligibility requirements.
  • Make the best use of community spouse waivers and exemptions.
  • Time asset transfers properly to prevent triggering the penalty period.
  • Discuss when and where trusts are a good option for Medicaid asset planning.

Abbreviated Agenda

  1. Medicaid Criteria Outlined
  2. Is Divorce a Valid Medicaid Planning Technique?
  3. Planning for the Family Home
  4. Community Spouse Assistance and Exemptions
  5. Planning Involving Children Caretakers
  6. Asset Transfers and Conversions
  7. Trusts-Based Planning
  8. Estate Recovery Considerations
  9. Legal Ethics of Medicaid Planning
Product ID 97712

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
Idaho CLE Upon Request 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Rhode Island CLE Upon Request 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Medicaid Criteria Outlined

    1. Basic Eligibility, Resource Limits and Lookback Period
    2. Countable vs Non-Countable Assets
  2. Is Divorce a Valid Medicaid Planning Technique?

  3. Planning for the Family Home

    1. Deeds, Life Estates
    2. Homestead Exemption
    3. Valuation Issues
    4. Home Improvements and Prepayments as Ways to Spend Down
  4. Community Spouse Assistance and Exemptions

    1. MMMNA
    2. CSRA
    3. Prepayment of Expenses and Other Ways to Improve CS Qualify of Life
  5. Planning Involving Children Caretakers

  6. Asset Transfers and Conversions

  7. Trusts-Based Planning

    1. Income-Only Trusts
    2. Testamentary Trusts
    3. Special Needs Trusts
  8. Estate Recovery Considerations

  9. Legal Ethics of Medicaid Planning

    1. Scope of Representation
    2. Representing Clients with Diminishing Capacity
    3. Competency and Diligence in Medicaid Planning
    4. Guarding Client Confidentiality
    5. Conflicts of Interest and Joint Representation

Who Should Attend

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

Speakers

Mary L Wilson
Mary L.
Wilson
Aging Partners
D. Rep DeLoach III
D. Rep
DeLoach, III
DeLoach, Hofstra & Cavonis, P.A.
Rhonda D Steller
Rhonda D.
Steller
Medicaid Planning & Resource Center, Law Firm, PLLC
Catherine E Lenert
Catherine E.
Lenert
Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C.
Stephen B Keogh
Stephen B.
Keogh
Keogh, Burkhart & Vetter
Debby Rosenfeld
Debby
Rosenfeld
Meltzer, Lippe, Goldstein & Breitstone, LLP
Speaker bio
Mary L Wilson

Mary L. Wilson

Aging Partners
Mary Wilson

is an elder law attorney in Omaha. She serves as an attorney for Aging Partners, the local agency on aging that focuses on planning, coordinating and advocating for older adults in an eight county area. Ms. Wilson is the first Nebraska attorney inducted into the National Elder Rights Hall of Fame and received the Paul Lichterman Award for outstanding delivery of legal services to the elderly from the American Bar Association. She has taught law and aging at the University of Omaha, and is currently teaching at Creighton University School of Law. Ms. Wilson is a member of the Nebraska State and American bar associations. She earned her B.A. degree from Wayne State College and her J.D. degree from Creighton University School of Law.

Speaker bio
D. Rep DeLoach III

D. Rep DeLoach, III

DeLoach, Hofstra & Cavonis, P.A.
D. Rep DeLoach

is an attorney in the Seminole law firm of DeLoach, Hofstra & Cavonis, P.A., where he practices in the areas of elder law, estate planning, and probate. He is board-certified in elder law by The Florida Bar Board of Legal Specialization and Education. Mr. DeLoach is a member of the National Academy of Elder Law Attorneys, Florida Academy of Elder Law Attorneys, Pinellas County Estate Planning Council, Life Care Planning Law Firm Association, and St. Petersburg and Clearwater bar associations. He earned his B.A. and J.D. degrees from Mercer University.

Speaker bio
Rhonda D Steller

Rhonda D. Steller

Medicaid Planning & Resource Center, Law Firm, PLLC
Rhonda Steller

is the manager at Medicaid Planning & Resource Center, Law Firm, PLLC in Leesburg, Florida. She has been a Medicaid planner for over 19 years.

Speaker bio
Catherine E Lenert

Catherine E. Lenert

Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C.
Catherine Lenert

is a partner at the Elder Law Center and the law firm of Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C. in Sugar Grove, Illinois. She earned her B.A. degree, magna cum laude, from the University of Illinois at Urbana-Champaign in 2005, and her J.D. degree from Chicago-Kent College of Law in 2008. Ms. Lenert is a member of the Kane County and Illinois State bar associations, and past president of the Illinois Chapter of the National Academy of Elder Law Attorneys, and current member of the Board of Directors. She has served as a continuing legal education presenter for National Academy of Elder Law Attorneys Illinois Chapter, Illinois State Bar Association, Kane County Bar Association, DuPage County Bar Association, National Business Institute, and Illinois Institute for Continuing Legal Education. Ms. Lenert began her career by working as a staff attorney for the Sixteenth Judicial Circuit. She now focuses her practice in the areas of estate planning, long-term care/Medicaid planning, probate and guardianships, and has more than a decade of experience assisting clients and their families in navigating these important and often complex matters.

Speaker bio
Stephen B Keogh

Stephen B. Keogh

Keogh, Burkhart & Vetter
Stephen Keogh

is a partner in the Norwalk law firm of Keogh, Burkhart & Vetter, practicing primarily in elder law and probate law. A magna cum laude graduate of Yale College, Mr. Keogh earned his J.D. degree from Columbia University. He is a member of the Fairfield County, Connecticut and American bar associations, and the National Academy of Elder Law Attorneys. Mr. Keogh is a member of the Board of Directors of the Connecticut Chapter of the National Academy of Elder Law Attorneys, a member of the Executive Committee of the Elder Law Section of the Connecticut Bar Association, and a past co-chair of the Elder Law Section of the Fairfield County Bar Association. He is also a member of the Community Bioethics Forum, which is sponsored by the Program for Biomedical Ethics at the Yale School of Medicine. Mr. Keogh was the first recipient of the Glenn E. Knierim Pro Bono Award, given by the Connecticut Probate Assembly in April 2012.

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.

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