Disability & Social Security

4.62

Medicaid Planning: Underwater Rocks and Dangerous Mistakes

Credits Available
Credit Status Total
Alaska 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
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 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
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah 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
OnDemand
2 hours 53 minutes
Jennifer McInerney
Steven Kass
Charles Beinhauer
With Jennifer M. McInerney from McInerney Law + 2 others
Recorded November 01, 2024
Product ID 99372

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$299

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Overview

Spousal POAs, Tricky Transfers, Emergency Planning, and More

Affording nursing home care has become one of elder law clients' biggest nightmares, with Medicaid eligibility a dim light at the end of the tunnel. Are you prepared to tackle all the hidden complexities to ensure and maintain Medicaid eligibility? This practical course tackles proxy problems, blended family dangers, emergency care need planning, tricky transfers, and more. Don't get caught unprepared - register today!

  • Get tools for diagnosing and fixing botched DIY Medicaid planning.
  • Prevent ineffective proxies from jeopardizing Medicaid eligibility.
  • Predict potential dangers and conflicts in planning for clients with blended family.
  • Create an emergency planning kit for clients who are currently in a facility or are in urgent need of one.
  • Help clients moving to a different facility or state maintain their Medicaid eligibility.

Abbreviated Agenda

  1. Blended Family Issues in Medicaid Planning
  2. POA and Guardianship Problems
  3. Improper Asset Transfers, DIY Planning, and Overly Aggressive Techniques
  4. Emergency Planning and Penalty Period Problems
  5. Post-Eligibility Issues

Related Topics

Product ID 99372

Credit Details

Credits Available
Credit Status Total
Alaska 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
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 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
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Blended Family Issues in Medicaid Planning

  2. POA and Guardianship Problems

    1. POA Limited Powers
    2. Spousal POAs
    3. Incapacity of Agent
    4. Successor Proxies and Locating the Original Documents
    5. Family Conflict
    6. Guardianship Cost and Ongoing Oversight
    7. Negligent, Ignorant, or Malicious Agent Misconduct

  3. Improper Asset Transfers, DIY Planning, and Overly Aggressive Techniques

  4. Emergency Planning and Penalty Period Problems

  5. Post-Eligibility Issues

    1. The Rollback of Self-Attested Medicaid Eligibility of the COVID Era
    2. Failure to Report Changes in Income or Assets
    3. Change of Care Setting
    4. Out-of-State Moves and Eligibility
    5. Medicaid Estate Recovery Rights

Who Should Attend

The legal guide is designed for attorneys. Benefits planners and paralegals will also benefit.

Speakers

Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
Steven A Kass
Steven A.
Kass
Law Office of Steven A. Kass, P.C.
Charles W Beinhauer
Charles W.
Beinhauer
Pfalzgraf Beinhauer Grear Harris Schuller LLP
Speaker bio
Jennifer M McInerney

Jennifer M. McInerney

McInerney Law
Jennifer McInerney

is an attorney with McInerney Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.

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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
Charles W Beinhauer

Charles W. Beinhauer

Pfalzgraf Beinhauer Grear Harris Schuller LLP
Charles Beinhauer

is of counsel in the Buffalo law firm of Pfalzgraf Beinhauer Grear Harris Schuller LLP. His practice focuses entirely in the fields of estates and trusts, estate administration, and elder law. Mr. Beinhauer is currently a member of the New York State Bar Association'd Elder Law Committe. He is a member of the Bar Association of Erie County's Elder Law Committee, Surrogate Court Practice and Procedure Committee, Lawyers Helping Lawyers Committee, and the Speakers Bureau. Mr. Beinhauer is a former member of the New York State Lawyers Assistance Trust and the New York State Bar Association's Lawyers Assistance Committee. He is a graduate of Georgetown University and the Columbus School of Law Catholic University of America in Washington, D.C.

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