Elder Law

4.36

Medicaid Planning: Pitfalls for New Attorneys

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
OnDemand
1 hours 1 minute
Stephen Keogh
With Stephen B. Keogh from Keogh, Burkhart & Vetter
Recorded December 21, 2023
Product ID 97836

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Overview

Avoid Simple Oversights That Can Derail Eligibility

Whether you're about to walk your first client though qualifying for Medicaid nursing home coverage, or you've been doing for years, it's important to keep your processes error free. This fast-paced legal course breaks down the most common mistakes and oversights attorneys make. Ensure your practices are beyond reproach - register today!

  • Identify potential problem areas at the offset.
  • Zero in on commonly overlooked Medicaid asset planning opportunities.
  • Ensure your clients follow through on the asset transfers.
  • Avoid mistakes when navigating the long-term care system.

Abbreviated Agenda

  1. Red Flags and Missed Information at Client Intake
  2. Incomplete Knowledge of Long-Term Care System and Options
  3. Overlooked Opportunities to Maximize Excluded Assets
  4. Poor Timing, Lookback Period Mistakes
  5. Incomplete Asset Transfers
  6. Common Mistakes When Dealing With the Family of the Client

Related Topics

Product ID 97836

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Medicaid Planning: Pitfalls for New Attorneys

    1. Red Flags and Missed Information at Client Intake
    2. Incomplete Knowledge of Long-Term Care System and Options
    3. Overlooked Opportunities to Maximize Excluded Assets
    4. Poor Timing, Lookback Period Mistakes
    5. Incomplete Asset Transfers
    6. Common Mistakes When Dealing With the Family of the Client

Who Should Attend

This legal course is designed for attorneys. Benefit representatives, fiduciaries, trustees, and paralegals may also benefit.

Speakers

Stephen B Keogh
Stephen B.
Keogh
Keogh, Burkhart & Vetter
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.

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