Trusts, Estates & Probate

4.57

Estate and Medicaid Planning

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas 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
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 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 Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah 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
Mary Youssi
Evan Farr
Robb Longman
With Mary C. Youssi from Walny Legal Group LLC + 2 others
Recorded November 13, 2024
Product ID 98518

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Overview

Help Clients Plan for Long Term Care and Probate

A combined approach to planning for both elder care and the estate together is the only way to ensure the two plans don't work against each other. This practical overview will give you actionable methods for qualifying for Medicaid while leveraging the best tax and estate administration planning. Draft better trusts and proxy documents and take all the clients' assets into consideration. Register today!

  • Get an update on the rules of Medicaid and the latest tax changes.
  • Make the best use of POAs and guardianships to protect the rights of the elderly.
  • Explore available Medicaid waiver programs that may allow your clients to maintain independence longer.
  • Improve drafting with a review of sample will and trust provisions.
  • Develop a concrete plan for estate administration and Medicaid recovery.

Abbreviated Agenda

  1. Proxies, Guardianships, Medical Decision-Making
  2. Medicaid LTC Programs, Eligibility Criteria, and Application Process
  3. Medicaid Asset Planning Tools
  4. Will and Trust Drafting (With Sample Provisions)
  5. Planning for Estate Administration and Recovery
  6. Tax Planning Essentials
  7. Legal Ethics of Estate and Medicaid Planning

Related Topics

Product ID 98518

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas 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
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 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 Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah 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. Proxies, Guardianships, Medical Decision-Making

    1. Financial POAs
    2. Advance Medical Directives
    3. Guardianships, Conservatorships, Reinstatement of Rights

  2. Medicaid LTC Programs, Eligibility Criteria, and Application Process

    1. Current Requirements for Medicaid Nursing Home Coverage
    2. Coverage and Waiver Programs
    3. Medicaid Application Process, Lookback, and Penalty Periods

  3. Medicaid Asset Planning Tools

    1. Maximizing Excluded Assets
    2. Prepayment of Expenses
    3. Annuities
    4. Community Spouse Resources
    5. Trusts

  4. Will and Trust Drafting (With Sample Provisions)

    1. Wills vs. Trusts
    2. Basic Will Provisions
    3. Revocable Living Trust
    4. Special Use Irrevocable Trusts (SNTs, ILITs, DAPTs, IRA Trusts, etc.)

  5. Planning for Estate Administration and Recovery

  6. Tax Planning Essentials

    1. Federal Tax Laws Update
    2. Tax Priorities and Solutions for Small and Mid-Sized Estates
    3. Estate Tax

  7. Legal Ethics of Estate and Medicaid Planning

     

    1. Who is Your Client?
    2. Joint Representation Issues
    3. Client Capacity Hurdles
    4. Confidentiality and Data Security
    5. Advertising Your Legal Services
    6. Client Communications

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, financial planners, and paralegals will also benefit.

Speakers

Mary C Youssi
Mary C.
Youssi
Walny Legal Group LLC
Evan H Farr
Evan H.
Farr
Farr Law Firm, P.C.
Robb A Longman
Robb A.
Longman
Longman & VanGrack LLC
Speaker bio
Mary C Youssi

Mary C. Youssi

Walny Legal Group LLC
Mary Youssi

is an attorney at Walny Legal Group LLC, with offices in Milwaukee and Elm Grove. Her practice areas consist of estate planning and administration, probate, and asset protection planning, as well as elder law, including adult guardianship and protective placement. Ms. Youssi earned her B.A. degree from UW-Milwaukee and her J.D. degree from Marquette University Law School. She is a member of the State Bar of Wisconsin in the Elder Law Chapter; in addition to the Milwaukee Bar Association, where she is a member of the Probate Bench-Bar Committee. Ms. Youssi continues to volunteer as a moot court judge and coach for current Marquette Law students.

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Speaker bio
Evan H Farr

Evan H. Farr

Farr Law Firm, P.C.
Evan Farr

is a certified elder law attorney and member of the NAELA Council of Advanced Practitioners. He is the principal attorney of the Farr Law Firm, P.C., an elder law firm in Fairfax, Virginia dedicated to helping protect seniors and their families by preserving dignity, quality of life and financial security. A nationally renowned author and CLE speaker, Mr. Farr is well known in the field of elder law as an expert on Medicaid asset protection. He has educated tens of thousands of attorneys across the country through speaking and writing for numerous national legal organizations, including ALI-ABA, the National Academy of Elder Law Attorneys, National Business Institute, and the National Constitution Center; as well as his own Elder Law Institute for Training and Education (ELITE). Mr. Farr coaches and trains other elder law attorneys around the country, providing them with specialized software and practice-enhancement systems such as the Living Trust Plus Asset Protection System used by dozens of attorneys across the nation. He is a well-known public media figure, having been quoted or cited as an elder law expert by the Washington Post, Newsweek Magazine, Northern Virginia Magazine, Trusts & Estates Magazine, the American Institute of Certified Public Accountants, and the American Bar Association. Mr. Farr has appeared on television on various PBS stations around the country, as well as on MSNBC, Fox News and CNN. He earned his undergraduate degree from the University of Pennsylvania and his law degree from the College of William & Mary School of Law.

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Speaker bio
Robb A Longman

Robb A. Longman

Longman & VanGrack LLC
Robb Longman

is a managing member with Longman & VanGrack LLC, where he represents his clients in business matters, tax planning and litigation, as well as estate planning. Mr. Longman is the head of the firm's tax practice. He represents his clients in tax audits in the United States Tax Court and the Maryland Tax Court, and regularly assists his clients in resolving outstanding tax debts. Mr. Longman is admitted to practice in Maryland and the District of Columbia. He earned his B.A. degree from Hofstra University, his J.D. degree from the University of Baltimore School of Law, and his L.L.M. degree in taxation from University of Baltimore School of Law.

View full profile

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Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
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.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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