Skip to main content

Medicaid Planning

Rhode Island Seminars & Conferences

May
18
Tue
Protecting Assets While Qualifying for Medicaid @ Live Video Webinar
May 18 @ 9:00 am – 4:30 pm

Program Description

Get the Latest on Medicaid Application and Asset Planning Tactics

Middle-class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing homes and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility, and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!

  • Learn what the income eligibility requirements are when applying for Medicaid.
  • Protect your clients’ interests by knowing what’s exempt and what’s not.
  • Employ the most practical and effective asset transfer methods to comply with the spend-down requirement.
  • Explore crisis planning methods to restore Medicaid benefits as quickly as possible.
  • Guide clients through the Medicaid qualification process by knowing what’s involved.

Who Should Attend

This basic-level online seminar is designed for:

  • Attorneys
  • Nursing Home Administrators
  • Social Workers
  • Geriatric Care Managers
  • Trust Officers
  • Accountants and CPAs
  • Estate and Financial Planners
  • Paralegals

Course Content

  1. Applying for Medicaid – The Four Eligibility Requirements
  2. Pre-Need Asset Planning
  3. Applied Legal Ethics
  4. Crisis Planning and Assistance
  5. Trust-Based Medicaid Planning in Detail
  6. Using Special Needs Trusts – Sample Trust Review
Oct
28
Thu
Trusts From A to Z @ Live Video Webinar
Oct 28 @ 8:30 am – 4:15 pm

Program Description

Understand All the Wealth Planning Options Available to Your Clients

Planning your clients’ financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time – register today!

  • Weigh all the pros and cons to select the best trust options for specific client situations.
  • Anticipate tax consequences of various trusts.
  • Use sample trust language our faculty provide to save drafting time and avoid mistakes.
  • Clarify the powers and duties of trustees in different trusts.
  • Compare living and testamentary trusts for straightforward estate planning.
  • Distinguish between accounting and taxable income and learn how trust income tax is reported.
  • Understand how recent tax laws changed the practice of marital trusts and learn when they are still useful.
  • Review common ethical missteps that can cost you your license – and how to avoid them.

Who Should Attend

This basic level seminar is designed for the professionals involved in creating and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers

Course Content

  1. What are Trusts? Main Trust Principles
  2. Simple Testamentary Trusts and Revocable Living Trusts
  3. Tax Reduction with Trusts
  4. Grantor Trusts
  5. Marital Trusts in a Nutshell
  6. Other Trust Structures and Issues
  7. Special Needs Trusts (SNTs)
  8. Legal Ethics
Dec
15
Wed
Gifting Tactics in Medicaid Planning – GET $50 WITH COUPON CODE FSPN50 @ Live Video Webinar
Dec 15 @ 1:00 pm – 4:15 pm

GET $50 WITH COUPON CODE FSPN50

Enter code at checkout

Program Description

Understand All the Wealth Planning Options Available to Your Clients

Planning your clients’ financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time – register today!

  • Weigh all the pros and cons to select the best trust options for specific client situations.
  • Anticipate tax consequences of various trusts.
  • Use sample trust language our faculty provide to save drafting time and avoid mistakes.
  • Clarify the powers and duties of trustees in different trusts.
  • Compare living and testamentary trusts for straightforward estate planning.
  • Distinguish between accounting and taxable income and learn how trust income tax is reported.
  • Understand how recent tax laws changed the practice of marital trusts and learn when they are still useful.
  • Review common ethical missteps that can cost you your license – and how to avoid them.

Who Should Attend

This basic level seminar is designed for the professionals involved in creating and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers

Course Content

  1. What are Trusts? Main Trust Principles
  2. Simple Testamentary Trusts and Revocable Living Trusts
  3. Tax Reduction with Trusts
  4. Grantor Trusts
  5. Marital Trusts in a Nutshell
  6. Other Trust Structures and Issues
  7. Special Needs Trusts (SNTs)
  8. Legal Ethics
Jun
2
Thu
Medicaid Asset Transfer Rules and Techniques @ Live Video Webinar
Jun 2 @ 10:00 am – 1:15 pm

Effectively Prepare Your Clients for Medicaid Eligibility

Are you confident you’re utilizing all the transfer techniques that can help your clients protect assets while qualifying for Medicaid? This practical guide will give you the knowledge and skills you’ll need to help clients comply with lookback requirements and income and resource criteria. From simple approaches like gifting to the more complex Medicaid trusts – learn what works and get sample documents to ensure all your approaches are implemented impeccably. Register today!

  • Clarify Medicaid resource and transfer eligibility and find out what techniques work best.
  • Save drafting time with sample Medicaid trust provisions.
  • Learn what can be done when long-term care need is imminent.
  • Tackle interstate issues without jeopardizing eligibility.

Who Should Attend

This Medicaid legal guide is designed for attorneys. It will also benefit accountants and paralegals.

Course Content

  1. Medicaid: Resource and Transfer Eligibility
  2. Strategic Use of Medicaid Trusts
  3. Maximizing Pre-Need Asset Planning Techniques
  4. What to do When the Need for Medicaid is Immediate
Aug
15
Mon
Medicaid Planning: Curing Gifts and Minimizing Tax Impact @ Live Video Webinar
Aug 15 @ 11:00 am – 2:15 pm

Prevent and Fix the Unintended Consequences of Gifts

Gifting assets is a useful strategy for qualifying clients for Medicaid. However, all too often those gifts will trigger a transfer penalty period or result in a hefty tax bill that could otherwise have been avoided. Join our experienced faculty for a look at gifting techniques, mistakes, and ways to cure them. You will also learn how to use Medicaid trusts and minimize the impact of capital gains and other taxes in Medicaid gift planning. Build your Medicaid planning knowledge – register today!

  • Review key Medicaid eligibility criteria, rules, and gift planning strategies.
  • Discover what to do about prior gifts that trigger a disqualification for Medicaid.
  • Learn how to incorporate trusts into your Medicaid and tax planning.
  • Uncover ways to minimize gift, capital gains, and income taxes.

Who Should Attend

This program is designed for attorneys. It will also benefit accountants, wealth managers, life care planners, and paralegals.

Course Content

  1. Medicaid Eligibility and Gifting Strategies Refresher
  2. How to Cure Prior Gifts and Disqualifying Transfers
  3. Medicaid Trusts: Planning and Tax Considerations, Design, and Funding
  4. Top Gifting Mistakes Made by Clients and Attorneys
  5. Capital Gains and Other Tax Planning Techniques