Elder Law

4.5

Medicaid Planning Nightmares

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 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
Mississippi CLE Approved 6 Total
Montana 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
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 57 minutes
Ashley Kagey
Amy McIntyre
Lauren DeMatteo
Thomas Murphy
P. Glen Smith
With Ashley Kagey from Buhl, Little, Lynwood & Harris, PLC + 4 others
Recorded October 30, 2024.
Product ID 99139

Buy This Course

Course Includes
$429

OnDemand Video

Course Book Download


or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Don't Let Medicaid Planning Haunt Your Clients!

Join us for a spine-tingling exploration of the most common mistakes and mishaps that can haunt your clients' Medicaid planning endeavors this Halloween season. Our experienced faculty will equip you with the tools to identify and avoid such scares as overlooked assets, tax consequences of Medicaid eligibility planning, sudden need for care, and more. Ensure a smooth and successful Medicaid process for your clients - register today!

  • Unveil the various factors that can leave your clients fearing Medicaid denial, including asset limits and transfer penalties.
  • Unmask the potentially nightmarish tax implications of Medicaid planning.
  • Beware the dangers of incomplete documentation!

Abbreviated Agenda

  1. Medicaid Eligibility: Urban Legends and Spooky Myths
  2. Asset Pre-Planning: Avoiding the Graveyard of Disqualification
  3. Lookback Period and Transfer Penalties: The Skeletons in the Closet
  4. The Empty Haunted House: Intent to Return Home Issues
  5. The Jump Scare of Immediate Care Need
  6. Legal Ethics Nightmares in Medicaid Planning
  7. Death and Taxes: The Hideous Tax Implications of Medicaid Planning
  8. The Ghosts of Medicaid Past: Horror Stories and Case Studies
Product ID 99139

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 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
Mississippi CLE Approved 6 Total
Montana 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
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Medicaid Eligibility: Urban Legends and Spooky Myths

  2. Asset Pre-Planning: Avoiding the Graveyard of Disqualification

  3. Lookback Period and Transfer Penalties: The Skeletons in the Closet

  4. The Empty Haunted House: Intent to Return Home Issues

  5. The Jump Scare of Immediate Care Need

  6. Legal Ethics Nightmares in Medicaid Planning

    1. Clients' Diminishing Capacity
    2. Scope of Representation Problems
    3. Attorneys as the Keepers of Secrets (Confidentiality, Data Security)
    4. Diligence and Incomplete Documentation Dangers
  7. Death and Taxes: The Hideous Tax Implications of Medicaid Planning

    1. Will Medicaid Come Knocking After the Client's Gone?
    2. Gift Taxes: Don't Get Tricked by the Taxman's Treats
  8. The Ghosts of Medicaid Past: Horror Stories and Case Studies

Who Should Attend

This eerily practical CLE course is designed for attorneys. Accountants, paralegals, and elder care advocates will also benefit.

Speakers

Ashley Kagey
Ashley
Kagey
Buhl, Little, Lynwood & Harris, PLC
Amy McIntyre
Amy
McIntyre
Rubin and Rudman LLP
Lauren E DeMatteo
Lauren E.
DeMatteo
Rubin and Rudman LLP
Thomas J Murphy
Thomas J.
Murphy
Murphy Law Firm, Inc.
P. Glen Smith
P. Glen
Smith
Lifescape Elder Care Law & Estate Planning, LLC
Speaker bio
Ashley Kagey

Ashley Kagey

Buhl, Little, Lynwood & Harris, PLC
Ashley Kagey

is an attorney with the law firm of Buhl, Little, Lynwood & Harris, PLC. She focuses her law practice on estate planning, probate and trust administration, probate litigation, and elder law. Ms. Kagey is a member of the Greater Lansing Estate Planning Council and Probate Section of the Ingham County Bar Association. She earned her B.A. degree from Michigan State University, her M.S. degree from Eastern Michigan University, and her J.D. degree from Thomas M. Cooley Law School.

Speaker bio
Amy McIntyre

Amy McIntyre

Rubin and Rudman LLP
Amy McIntyre

is a associate with Rubin and Rudman LLP in Boston pending bar admission in November. She is a member of the firm's trust and estate department and elder law practice group. Ms. McIntyre concentrates on asset restructuring and Medicaid eligibility. She earned her J.D. from Western New England Law School in May of 2024. Ms. McIntyre served as a junior staff member on the Western New England Law Review for Volume 45,  and served as the online content editor for Volume 46. She is a student member of the Massachusetts chapter of National Academy of Elder Law Attorneys. Ms. McIntyre earned a bachelor's degree in legal studies from Becker College, and a master's degree in managerial leadership from Worcester State University.

Speaker bio
Lauren E DeMatteo

Lauren E. DeMatteo

Rubin and Rudman LLP
Lauren DeMatteo

is an attorney with the law firm of Rubin and Rudman LLP. She practices in the areas of elder law, estate planning, and trust and estate administration. Ms. DeMatteo assists individuals and families with a wide range of objectives. This includes designing and implementing core, as well as tax and gifting focused estate plans, guiding clients through long-term care planning and supplemental needs planning, and representing individuals and families in guardianship and conservatorship proceedings. She earned her B.A. degree from Saint Anselm College and her J.D. degree from New England Law. Ms. DeMatteo is a class II graduate from the New England Fellows Institute of the American College of Trust and Estates Counsel, and a member of the Boston Bar Association.

Speaker bio
Thomas J Murphy

Thomas J. Murphy

Murphy Law Firm, Inc.
Thomas Murphy

is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law. He has successfully litigated cases in the U.S. Tax Court, Arizona Tax Court, and the Arizona Board of Tax Appeals. Mr. Murphy is a member of the National Academy of Elder Law Attorneys, State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and the Arizona Medicaid Planning Council. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy graduated from Tufts University, with honors, and earned his J.D. degree from Suffolk University Law School.

Speaker bio
P. Glen Smith

P. Glen Smith

Lifescape Elder Care Law & Estate Planning, LLC
P. Glen Smith

is the founder and lawyer at Lifescape Law & Development. He specializes in elder law, estate planning, special needs planning, mediation, and long-term care planning. Mr. Smith is a member of the National Academy of Elder Law Attorneys, Academy of Special Needs Planners, and ElderCounsel. He is an accredited attorney by the Veterans Administration. Mr. Smith earned his MDiv degree from Nazarene Theological Seminary and his J.D. degree from University of Memphis-Cecil C. Humphreys School of Law.

Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
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 7 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.

Have more questions? Please Contact Us