Elder Law

4.62

Medicaid Planning Perils: Spousal POAs and Asset Transfer Traps

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 32 minutes
Charles Beinhauer
With Charles W. Beinhauer from Pfalzgraf Beinhauer Grear Harris Schuller LLP
Recorded February 13, 2025
Product ID 99925

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Overview

Avoid Key Pitfalls and Missed Opportunities for Asset Protection

Spousal Powers of Attorney (POAs) and asset transfer mistakes can create significant legal and financial setbacks, especially when Medicaid eligibility is on the line. Join our experienced faculty as they reveal the top missteps that can unravel Medicaid planning and estate plans. Gain expert knowledge on what NOT to do, and discover sound strategies for drafting spousal POAs and executing asset transfers without jeopardizing benefits. Protect your clients and their spouses by navigating the complexities of Medicaid planning with confidence - register today!

Abbreviated Agenda

  1. POAs That Don't Allow for the Necessary Medicaid Planning Strategies
  2. Outdated POAs; Subsequent Marriages and Blended Families
  3. Misaligned POAs and Estate Plans
  4. Mistakes Proxies Make With Regard to POAs and Medicaid Planning
  5. Transfers Within Look-Back Period and Unintentional Penalty Triggers
  6. Poor Recordkeeping and Misclassifying Asset Transfers
  7. Transferring Exempt Assets and Failing to Protect Non-Exempt Assets

Related Topics

Product ID 99925

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
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CLE

Agenda

All times are shown in

  1. Medicaid Planning Perils: Spousal POAs and Asset Transfer Traps

    1. POAs That Don't Allow for the Necessary Medicaid Planning Strategies
    2. Outdated POAs; Subsequent Marriages and Blended Families
    3. Misaligned POAs and Estate Plans
    4. Mistakes Proxies Make With Regard to POAs and Medicaid Planning
    5. Transfers Within Look-Back Period and Unintentional Penalty Triggers
    6. Poor Recordkeeping and Misclassifying Asset Transfers
    7. Transferring Exempt Assets and Failing to Protect Non-Exempt Assets

Who Should Attend

This program is designed for attorneys. Accountants, financial advisors, and paralegals may also benefit.

Speakers

Charles W Beinhauer
Charles W.
Beinhauer
Pfalzgraf Beinhauer Grear Harris Schuller LLP
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 a former member of the New York State Bar Association Elder Law Committee, the Bar Association of Erie County 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 Lawyers Assistance Committee. He is a graduate of Georgetown University and the Columbus School of Law Catholic University of America in Washington, D.C.

View full profile

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