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Effective Medicaid and Long-Term Care Strategies  

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This basic-to-intermediate level seminar will provide instruction on how to create effective estate plans for elderly clients. The following professionals will benefit from this program: Attorneys, Accountants, Presidents and Vice Presidents, Paralegals, Estate and Financial Planners, Case Managers, Nursing Home Administrators

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Seminar Summary:

This seminar will give you the skills required to create an estate plan that meets your clients' needs. (see full course description)

 

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Training Course Syllabus:


Protect Your Clients' Assets and Provide the Services They Need

The cost of long-term care can consume a person's assets if a carefully drafted estate plan is not in place. This seminar will give you the skills required to create an estate plan that meets your clients' needs. Become prepared - register today!

  • Draft an estate plan to secure your clients future using our sample forms and letters.
  • Ensure that the client's wishes will be carried out - through appropriate asset titling, the will, a durable power of attorney and advanced directives.
  • Preserve the client's assets through the use of irrevocable trusts, annuities, life insurance, retirement accounts and gifting methods.
  • Avoid ethical issues when representing elderly and incapacitated clients with due diligence.
  • What does your client qualify for? Help your clients with their financial and estate planning by learning how to differentiate between Medicare, Medicaid and Long Term Care Insurance.
  • Don't let excess assets impact Medicaid eligibility: advise clients on how to legally dispose of assets.


  1. HOW TO PAY FOR LONG-TERM CARE
    9:00 - 9:15, Ronald Fatoullah
    1. Private Pay
    2. Long-Term Care Insurance
    3. Medicare
    4. Medicaid
  2. LONG-TERM CARE INSURANCE
    9:15 - 10:00, Ronald Fatoullah
    1. What is Long-Term Care Insurance?
    2. Understanding Long-Term Care Insurance Options
    3. The New York State Long-Term Care Partnership Policy
    4. New Partnership Policy Provisions of the Deficit Reduction Act of 2005 ("DRA")
  3. MEDICAID HOME CARE PROGRAM
    10:00 - 10:20, Ronald Fatoullah
    1. Exempt Assets
    2. Treatment of Assets and Income
    3. Pooled Income Trust
  4. MEDICAID NURSING HOME BENEFITS
    10:35 - 11:45, Ronald Fatoullah
    1. Asset and Income Levels
    2. Eligibility Rule Prior to the DRA
    3. The Three and Five Year Look-Back
    4. Calculating the Penalty Period Before and After the DRA
    5. Exempt Transfers
  5. WHAT TO DO WHEN A SPOUSE IS CONFRONTING HEALTH ISSUES
    11:45 - 12:30, Ronald Fatoullah
    1. Asset Titling - Deed, Bank Accounts, and Life Insurance
    2. Changing the Will and Trust to Exclude the Disabled Spouse
    3. Durable Powers of Attorney - Gift Giving and Other Needed Powers
    4. Advanced Directives - Healthcare Proxies and Living Wills
    5. Avoiding the Pitfalls of Guardianships
    6. Spousal Refusals and Spousal Lawsuits
  6. QUALIFYING A CLIENT FOR MEDICAID
    1:30 - 2:00, Marc Alhonte
    1. The Medicaid Interview
      1. What to Ask
      2. Defining the Goals of the Client
    2. Medicaid Need Criteria
    3. Economic Need Criteria
  7. USE OF TRUSTS, ANNUITIES AND OUTRIGHT GIFTS TO PROTECT ASSETS
    2:00 - 3:00 Marc Alhonte
    1. Drafting the Irrevocable Trust
    2. Impact of Medicaid Issues in Drafting Trusts
    3. Revocable vs. Irrevocable Life Estate - Current Gifting Guidelines
    4. Gift Tax Issues
    5. Protecting Assets for a Disabled Child
  8. PROTECTING THE FAMILY HOME
    3:15 -4:00, Marc Alhonte
    1. $500,000 Home Equity Limitation Under the DRA
    2. Transferring the Home Subject to a Life Estate
    3. Transferring the Home to an Irrevocable Trust
    4. Estate Recovery
  9. ETHICAL CONSIDERATIONS WHEN REPRESENTING THE ELDERLY CLIENT
    4:00 -4:30, Marc Alhonte
    1. Acting Within the Lawyer's Expertise
    2. Avoiding Conflict Between Spouses' Interests
    3. Competency of the Client
    4. Maintaining Due Diligence in Completing Paperwork When Representing the Elderly or Ill Client

Seminar Summary:

This seminar will give you the skills required to create an estate plan that meets your clients' needs. (see full course description)

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