Medicaid Lookback Rules and Planning
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Delaware CLE |
|
6 Total | 05-13-2026 |
| Pennsylvania CLE |
|
6 Total | 05-13-2026 |
Buy This Course
OnDemand Video
Video Download
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or
Overview
Make Certain Your Clients' Long Term Care Needs Are Met
The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today!
- Determine which assets are countable and how they can be converted.
- Establish exactly what limitations are placed on asset transfers.
- Protect your clients' interests by knowing what's exempt and what's not.
- Deepen your knowledge of transfer penalty provisions.
- Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
Abbreviated Agenda
- The Lookback Period and Qualifying Asset Transfers Rule
- Irrevocable Trusts in Medicaid Planning
- Asset Conversion From Non-Exempt to Exempt
- Penalty Period for Improper Transfers
- Legal Ethics
- Irrevocable Trusts in Medicaid Planning - Part 2
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Delaware CLE |
|
6 Total | 05-13-2026 |
| Pennsylvania CLE |
|
6 Total | 05-13-2026 |
Select Jurisdiction
CLE
Agenda
-
The Lookback Period and Qualifying Asset Transfers Rule
- The Lookback Rule
- Gifts
- Intrafamily Loans
- Marital Deductions and Exceptions
- Reverse Half-Loaf with Medicaid-Compliant Annuity - Is it Still a Valid Approach?
- Transferring Real Property
-
Irrevocable Trusts in Medicaid Planning
-
Asset Conversion From Non-Exempt to Exempt
- Loan Repayment
- Exempt Asset Purchases
- Other Asset Conversion Techniques
-
Penalty Period for Improper Transfers
- Calculating the Penalty Period
- Preventing the Penalty Period
- Handling Unexpected Income to Protect Eligibility
- Partial Months of Ineligibility
- Monthly Maintenance Need Allowance (MMMNA) for Community Spouse
-
Legal Ethics
- Attorney Fees and Engagement Agreements
- Effective and Ethical Client Communication
- Protecting Client Confidentiality
- Conflicts of Interest When Representing Couples
-
Irrevocable Trusts in Medicaid Planning - Part 2
Who Should Attend
This intermediate level online seminar addresses key questions involved in elder planning and is designed for:
- Attorneys
- Accountants
- Estate and Financial Planners
- Life Care Planners
- Paralegals
Speakers
Speaker bio
Michele L. Muldoon
is a partner at Ferry Joseph, PA, where she practices primarily in the areas of estate planning, Medicaid planning, estate settlement, trust administration, asset protection, special needs trusts, and probate and tax planning. She earned her B.A. degree in English from University of Delaware and her J.D. degree from Villanova University School of Law. Ms. Muldoon is admitted to practice law in Delaware, and is a member of the Delaware State Bar Association.
Speaker bio
Kristine M. Carranceja-Gurski
is an attorney with The Matus Law Group with offices in Toms River, New Jersey, Red Bank, New Jersey and New York City. She is licensed to practice in both New Jersey and New York. Ms. Carranceja-Gurski received her bachelor's degree from St. John's University in Queens, New York and her law degree from Loyola University of New Orleans College of Law. She practices in the areas estate and special needs planning, probate and guardianships. Ms. Carranceja-Gurski is a member of the New Jersey State Bar Association, the New York State Bar Association, the Ocean County Bar Association, and the Monmouth Bar Association. She was instrumental in the formation of the Ocean County Bar Association's Pro Bono Committee and served as its first Chair.
Speaker bio
David A. Dorfman
is a practitioner in Princeton, New Jersey. He has extensive experience in elder law including Medicaid and Medicare, trusts, estate planning and administration, guardianships and advanced directives.
Speaker bio
Raymond J. Falcon, Jr.
is a principal of Falcon Law Group LLC in Woodcliff Lake, New Jersey. In his estate planning practice, he works with clients and their financial advisors, accountants and other professionals to identify their estate planning goals and develop tax-advantageous structures by selecting from a wide variety of estate planning vehicles. Mr. Falcon also concentrates in planning for families that have members with special needs and persons with disabilities. He assists plaintiff personal injury attorneys, their clients and structured settlement advisors in utilizing self-settled special needs trusts, to hold settlement proceeds in order to avoid loss of needs-based government benefit by the permanently-disabled injured client. Mr. Falcon's practice also spans a broad range of corporate, commercial, and general business matters. He is admitted to practice in the states of New York, Florida and New Jersey, and before various federal courts. Mr. Falcon is a member of the American, Bergen County, and New York State bar associations; The Florida Bar; National Academy of Elder Law Attorneys; Academy of Special Needs Planners; American Association for Justice; National Alliance of Medicare Set-Aside Professionals; and Council on Parent Attorneys and Advocates. Mr. Falcon earned his B.A. degree from Columbia College of Columbia University and his J.D. degree from Yale University School of Law.
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