Elder Law

4.36

Medicaid Update 2024: Eligibility Criteria, Asset Planning, and Lookback Period

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 55 minutes
Ethan Welch
Steven Kass
Brian Isaacson
With Ethan A. Welch from Hickman Lowder Lidrbauch & Welch Co., L.P.A. + 2 others
Recorded May 09, 2024
Product ID 98542

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Overview

Stay up to Date on the Latest Changes!

Medicaid planning has undergone significant changes in the past two years, impacting eligibility requirements and asset and income planning strategies. Keep track of the latest updates - register today!

  • Get an update on the spousal impoverishment rules and planning tactics.
  • Hear the latest on the uncertain fate of the "Money Follows the Person" programs.
  • Explore which planning tools work and which ones are obsolete.
  • Improve your appeals and fair hearing approaches.

Abbreviated Agenda

  1. COVID-Era Self-Attested Eligibility Issues
  2. Medicaid Asset Planning and Protection Updates
  3. Ongoing Interpretation and Litigation of DRA Spousal Impoverishment Rules
  4. "Money Follows the Person" Programs Updates
  5. Select Issues in Application, Appeals, and Fair Hearings

Related Topics

Product ID 98542

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. COVID-Era Self-Attested Eligibility Issues

  2. Medicaid Asset Planning and Protection Updates

  3. Ongoing Interpretation and Litigation of DRA Spousal Impoverishment Rules

  4. "Money Follows the Person" Programs Updates

  5. Select Issues in Application, Appeals, and Fair Hearings

Who Should Attend

This legal guide is designed for attorneys. Elder care planners, nursing home administrators, and paralegals will also benefit.

Speakers

Ethan A Welch
Ethan A.
Welch
Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Steven A Kass
Steven A.
Kass
Law Office of Steven A. Kass, P.C.
Brian G Isaacson
Brian G.
Isaacson
Washington Elder Law PLLC
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.

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Speaker bio
Steven A Kass

Steven A. Kass

Law Office of Steven A. Kass, P.C.
Steven Kass

is a solo practitioner in Melville, New York, and for over the past 30 years has concentrated his practice in estate planning and elder law, planning for persons with special needs, wills, trusts, and guardianships. He is a certified elder law attorney through the National Elder Law Foundation. Mr. Kass is a member of the Nassau County, Suffolk County, New York State, and American Bar Associations; as well as the National Academy of Elder Law Attorneys; National Elder Law Foundation; and the Academy of Special Needs Planners. He earned his J.D. degree and a certificate in health law and policy from Pace University School of Law.

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Speaker bio
Brian G Isaacson

Brian G. Isaacson

Washington Elder Law PLLC
Brian Isaacson

is a sole practitioner in Seattle at Isaacson Law Firm. He is a member of the Academy of Attorney-CPAs, whose practice focuses on IRA planning, estate and trust tax planning and controversy, and Medicaid benefits planning. Mr. Isaacson is the co-author of a handbook titled, Protect Your IRA, Avoid the 5 Common Mistakes. He earned his B.A. degree from St. Martin's College; his J.D. degree from Seattle University School of Law; and his LL.M. degree in taxation from the University of Denver.

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