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Sponsored by Lorman Education
Product ID: 405652EAU
Credit & Course Provided by:

Medicaid Planning for the Elder Law Attorney

OnDemand Webinar (89 minutes)

Increase your understanding of Medicaid and Medicaid planning strategies to provide the best advice to your elderly clients in need.This topic will review and highlight advanced Medicaid planning techniques for the elder law attorney. Medicaid planning extends beyond annuities. Many clients' situations require more extensive planning for the payment of long-term care than the purchase of a Medicaid qualifying annuity will provide. You will be versed in various Medicaid planning techniques, including transfer rules, use of sole benefit trusts, interspousal transfers and life estates, among others.


Martha C. Brown, Martha C. Brown & Associates, LLC


Medicaid Eligibility

• A Brief Overview of Medicaid Programs

- Financial Eligibility/Medical Eligibility

- Various Medicaid Programs

Nursing Home Medicaid Planning Strategies

• Asset Planning Strategies

- Spend Down

- Transfers of Assets

- Annuities

- Trusts

- Promissory Notes

- Life Estates

• Income Planning Strategies

- Miller Trusts or Qualified Income Trusts

- Name on the Check Rule

Medicaid Estate Recovery

• Estate Recovery and the Probate Process

- Probate Process

- TEFRA Liens

- Limitations on Estate Recovery