Join top notch faculty for a three part series covering the critical elements of Medicaid planning, including:

Medicaid 101: Eligibility and the Application:

• Medicaid Eligibility101 – Technical, Financial, and Medical 
• The Online Medicaid Application – process and pointers
• Pre-Need and Post- Application Planning: Protecting Real Estate 
• Pre-Need Planning: Medicaid Asset Protection Trusts – Drafting and Implementing

Medicaid Planning:

• Gift and Partial Return
• Impact of MR 159: Rebuttal of gift penalty, Reimbursement and Caregiver Agreements
• Medicaid Planning and the Married Couple Review of Spousal Rules and SPIA Planning 
• Planning with Promissory Notes

Other Considerations for Planning:

• Other Planning Strategies Discussion – Are They controversial??
• How to Handle Non-Compliant Annuities
• Protecting against Medicaid Estate Recovery 
• Waiver Program
• Reunion of Faculty and Q&A  

***Please note for Other Considerations for Planning there was an error and the recording began 20 minutes into the session. We apologize for this inconvenience.***

Faculty:

• May-Lis Manley
• Sara Timm
• Shannon Hammond
• Stephen Elville
• Mary Broussard
• Alex Zarzecki
• Elena Sallitto
• Jenna Cohen
• Jason Frank
• Morris Klein
• Thomas Krause

10.5 hours of credit will be offered for the surrounding MCLE states.