Elder Law

4.29

Medicaid Planning: Tackling Tough Eligibility Scenarios

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
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana 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
5 hours 56 minutes
Ronald Fatoullah
Ethan Welch
Jennifer McInerney
Peter Ostermiller
Charles Consagra
With Ronald Fatoullah from Meltzer, Lippe, Goldstein & Breitstone, LLP + 4 others
Recorded January 27, 2025
Product ID 99577

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Overview

Help Clients Retain Their Financial Independence While Qualifying for Care

Helping clients qualify for Medicaid nursing home coverage has become an indelible part of elder law and estate planning practices. In this engaging course, experienced practitioners will share their war stories and hard-won advice for every step of the planning, application, appeals, and post-eligibility processes. Learn from others' lessons and prepare for challenges you're likely to face. Register today!

  • Get an update on the current Medicaid eligibility categories and requirements.
  • Explore the pre-planning methods that work and the scenarios that can derail the process.
  • Tackle post-eligibility issues and estate recovery.
  • Come away with practical tactics for representing clients suffering from dementia.

Abbreviated Agenda

  1. Medicaid Eligibility Rules Update
  2. Client Intake Stories: Asking the Right Questions and Plotting the Overall Strategy
  3. Tough Pre-Planning Scenarios
  4. Medicaid Trust War Stories
  5. Emergency Asset Planning Case Studies
  6. Legal Ethics Dilemmas
  7. Common Medicaid Hearing and Appeals Situations
  8. Post-Eligibility, Repayment, and Estate Recovery Problem Areas
  9. Dementia and Other Medical Issues Complicating Client Representation

Related Topics

Product ID 99577

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
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana 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. Medicaid Eligibility Rules Update

  2. Client Intake Stories: Asking the Right Questions and Plotting the Overall Strategy

  3. Tough Pre-Planning Scenarios

    1. Gifting Tactics and Problems
    2. Annuities
    3. Family Home and the Intent to Return Home
    4. Life Insurance Policies With Cash Surrender

  4. Medicaid Trust War Stories

    1. Revocable Trust Problems
    2. Medicaid Trust Choice and Drafting Mistakes
    3. Improper Trust Administration and Its Effect on Eligibility

  5. Emergency Asset Planning Case Studies

    1. Immediate Need for Care
    2. Self-Attested Eligibility Enrollee
    3. Sudden Windfall
    4. Triggered Penalty Period

  6. Legal Ethics Dilemmas

    1. Representing Spouses
    2. Attorney Fees and Scope of Representation
    3. Confidentiality and Data Security
    4. Ensuring Accessibility

  7. Common Medicaid Hearing and Appeals Situations

  8. Post-Eligibility, Repayment, and Estate Recovery Problem Areas

  9. Dementia and Other Medical Issues Complicating Client Representation

Who Should Attend

This legal course is designed for attorneys. Accountants, estate and financial planners, nursing home administrators, investment advisers, continued care managers, and paralegals will also benefit.

Speakers

Ronald Fatoullah
Ronald
Fatoullah
Meltzer, Lippe, Goldstein & Breitstone, LLP
Ethan A Welch
Ethan A.
Welch
Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
Peter L Ostermiller
Peter L.
Ostermiller
Peter L. Ostermiller, Attorney at Law
Charles I Consagra
Charles I.
Consagra
Needle Law Firm
Speaker bio
Ronald Fatoullah

Ronald Fatoullah

Meltzer, Lippe, Goldstein & Breitstone, LLP
Ronald Fatoullah

is the chair of the firm's Elder Law Practice Group and is a partner in the firm's Trusts and Estates Practice Group at the law firm of Meltzer, Lippe, Goldstein & Breitstone, LLP. He practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships, and estate administration. Mr. Fatoullah is the past president of the New York Chapter of the National Academy of Elder Law Attorneys. He also serves on the executive committee of the Elder Law and Special Needs Section of the New York State Bar Association, served on the executive council of AARP New York, and served as the chair of the Board of the Alzheimer's Association Long Island Chapter for ten years. Mr. Fatoullah is a fellow of the National Academy of Elder Law Attorneys. He earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo and his J.D. degree from St. John's University School of Law.

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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
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
Peter L Ostermiller

Peter L. Ostermiller

Peter L. Ostermiller, Attorney at Law
Peter Ostermiller

is a sole practitioner concentrating in legal ethics and professional responsibility matters. He represents attorneys in disciplinary and reinstatement proceedings, judges in judicial ethics matters, and bar exam applicants. Mr. Ostermiller has also represented parties in attorney's fee dispute proceedings, and attorneys in legal proceedings in which sanctions have been sought against the attorney. He has represented parties in attorney disqualification proceedings and counseled lawyers and law firms in their respective rights, responsibilities and duties to other attorneys and their clients. Mr. Ostermiller is a member of the Kentucky Bar Association, Louisville Bar Association and the Association of Professional Responsibility Lawyers. He served on the Kentucky Bar Association's Ethics 2000 Committee, which proposed changes to the Rules of Professional Conduct to the KBA, and resulted in the July 2009 revisions to the ethics rules. Mr. Ostermiller earned his B.A. and J.D. degrees from the University of Louisville.

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Speaker bio
Charles I Consagra

Charles I. Consagra

Needle Law Firm
Charles Consagra

is of counsel with Needle Law Firm, where he concentrates in the field of administrative law, with primary specialty in the areas of workers' compensation, unemployment compensation and Social Security. Since 1978, Mr. Consagra has been a part-time faculty member at Keystone College as an instructor in the areas of education, behavioral sciences, criminal justice and business law. He is an instructor in business for graduate students through Marywood University. Mr. Consagra earned his B.A. degree, magna cum laude, from the University of Scranton and his J.D. degree from Seton Hall University School of Law. He earned his Master of Arts degree in counseling psychology and his Master of Science degree in Ed from Marywood University. Mr. Consagra also holds a M.Div degree and Ph.D. degree (all but dissertations).

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