This intermediate level program addresses key questions involved in elder planning and is designed for attorneys. It will also benefit accountants, estate and financial planners, life care planners, and paralegals.
Make Certain Your Clients' Long Term Care Needs Are Met
The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today!
Determine which assets are countable and how they can be converted.
Learn what the income eligibility requirements are.
Establish exactly what limitations are placed on asset transfers.
Protect your clients' interests by knowing what's exempt and what's not.
Deepen your knowledge of transfer penalty provisions.
Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
THE LOOKBACK PERIOD AND QUALIFYING ASSET TRANSFERS RULE 9:00 - 10:30, Joshua C.P. Reams
The Lookback Rule
Marital Deductions and Exceptions
Reverse Half-Loaf with Medicaid-Compliant Annuity - Is it Still a Valid Approach?
Transferring Real Property
ASSET CONVERSION FROM NON-EXEMPT TO EXEMPT 10:45 - 12:00, Joshua C.P. Reams
Exempt Asset Purchases
Other Asset Conversion Techniques
IRREVOCABLE TRUSTS IN MEDICAID PLANNING 1:00 - 2:15, Kara M. Gleckler
LEGAL ETHICS 2:30 - 3:30, Joshua C.P. Reams and Matthew Wolfe
Attorney Fees and Engagement Agreements
Effective and Ethical Client Communication
Protecting Client Confidentiality
Conflicts of Interest When Representing Couples
PENALTY PERIOD FOR IMPROPER TRANSFERS 3:30 - 4:30, Matthew Wolfe
Calculating the Penalty Period
Preventing the Penalty Period
Handling Unexpected Income to Protect Eligibility
Partial Months of Ineligibility
Monthly Maintenance Need Allowance (MMMNA) for Community Spouse