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.
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Must be between 0 and 1000000.