Elder Law

4.09

Medicaid Planning Tools: A Closer Look

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Upon Request 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania 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
OnDemand
6 hours 1 minute
Paul Jones
Randy Lish
Ethan Welch
With Paul W. Jones from Hale | Wood pllc + 2 others
Recorded January 17, 2024
Product ID 97903

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Overview

Expand Your Clients' Options (With Drafting Examples)

Each Medicaid planning tool has its distinct advantages and drawbacks. In this practical legal guide, experienced faculty lay out all the planning options, evaluate their pros and cons, identify when and how they should be used for best results, and provide sample drafting language for you to speed up the process. Don't miss out on this fantastic chance to build your planning and drafting skills - register today!

  • Help clients maximize excluded assets and pre-pay critical expenses.
  • Leverage special needs trusts to improve the beneficiaries' quality of life without harming benefits.
  • Minimize the negative tax effects of Medicaid planning.
  • Explore specific approaches to provide for the community spouse and children.

Abbreviated Agenda

  1. Pre-Payment of Expenses, Purchase of Excluded Assets
  2. Spousal Waivers and Protections
  3. Gifts and Asset Transfers, Reverse Half-a-Loaf
  4. Promissory Notes, Qualified Annuities
  5. Trusts (With Sample Trust Language)
  6. Legal Ethics

Related Topics

Product ID 97903

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Upon Request 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Pre-Payment of Expenses, Purchase of Excluded Assets

  2. Spousal Waivers and Protections

  3. Gifts and Asset Transfers, Reverse Half-a-Loaf

  4. Promissory Notes, Qualified Annuities

  5. Trusts (With Sample Trust Language)

  6. Legal Ethics

    1. Who is the Client? Conflicts of Interest, Confidentiality, and Other Stemming Ethical Issues
    2. Guarding Confidentiality
    3. Representing Clients With Diminishing Capacity
    4. Attorney Fees and Scope of Representation

Who Should Attend

This legal guide is designed for attorneys. It will also benefit nursing home administrators, accountants, and paralegals.

Speakers

Paul W Jones
Paul W.
Jones
Hale | Wood pllc
Randy M Lish
Randy M.
Lish
Facemyer Law Firm
Ethan A Welch
Ethan A.
Welch
Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Speaker bio
Paul W Jones

Paul W. Jones

Hale | Wood pllc
Paul Jones

is a partner in the law firm of Hale & Wood, PLLC, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah and his Masters of Prof. Accountancy degree from Weber State University.

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Speaker bio
Randy M Lish

Randy M. Lish

Facemyer Law Firm
Randy Lish

is a sole practitioner with Randy M. Lish, Attorney at Law in Provo, Utah, where he practices in the areas of trusts and estates, asset protection, and probate. He is a former adjunct professor at Utah Valley State College and is a previous lecturer for National Business Institute. Mr. Lish earned his B.A. and J.D. degrees from Brigham Young University. He is a member of the Utah State Bar and the Central Utah Bar Association.

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Speaker bio
Ethan A Welch

Ethan A. Welch

Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Ethan Welch

is an attorney with Hickman Lowder Lidrbauch & Welch Co., L.P.A., where he practices in the areas of elder law, special needs planning, estate planning, Medicaid planning, guardianship, and probate. Mr. Welch graduated magna cum laude from Bowling Green State University, and earned his J.D. degree from Ohio Northern University. He is a member of The National Academy of Elder Law Attorneys (NAELA), Ohio State Bar Association and the Cleveland Metropolitan Bar Association.

View full profile

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