Medicaid Planning
Rhode Island Seminars & Conferences
Program Description
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!
- Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
- Establish exactly what limitations are placed on asset transfers.
- Determine which assets are countable and how they can be converted.
- Learn what the income eligibility requirements are.
- Protect your clients’ interests by knowing what’s exempt and what’s not.
- Deepen your knowledge of transfer penalty provisions.
Who Should Attend
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.
Course Content
- Penalty Period for Improper Transfers
- Asset Conversion From Non-Exempt to Exempt
- The Lookback Period and Qualifying Asset Transfers Rule
- Irrevocable Trusts in Medicaid Planning
- Legal Ethics
Continuing Education Credit
Continuing Legal Education – CLE: 7.00 *
Financial Planners – Financial Planners: 7.00
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *
* denotes specialty credits
Strategically Use the Top Estate Planning Tools
The estate planning process is often charged with emotion and filled with legal confusion for clients. Attorneys not only need in-depth familiarity with the top estate planning tools, but also need to know how to strategically use them to their best effect if they want to build their reputations as go-to practitioners. In this comprehensive overview of top estate planning tools, our experienced faculty will go over how to strategically use wills, trusts, advanced directives and more. No matter if you are new to the estate planning arena or are an experienced practitioner in need of a refresher, you are sure to take away valuable techniques you can use to provide maximum benefit to your clients – register today!
- Create wills that prevent future conflict and confusion.
- Ensure you are using the right trust structure when setting up revocable living trusts.
- Make sense of IRS rules regarding retirement benefit planning.
- Take advantage of portability, step-up basis and other essential tax minimization tactics.
- Preserve access to public benefits when creating special needs trusts.
- Gain critical insights on durable financial powers of attorney.
- Make sure healthcare wishes are clearly stated in advance medical directives.
- Strategically use prenuptial agreements as estate planning tools.
Who Should Attend
This basic-to-intermediate level seminar offers an overview of the best practices in estate planning and will benefit:
- Attorneys
- Financial Planners
- Accountants and CPAs
- Trust Officers
- Paralegals
Course Content
- Will Strategies to Prevent Conflict and Confusion
- Revocable Living Trust Tactics
- Retirement Benefit Planning Techniques
- Tax Minimization Tactics: Portability, Step-Up Basis and More
- Special Needs Trusts (SNTs) and ABLE Account Strategies
- Durable Financial Powers of Attorney Insights
- Advance Directive Tips: Making Healthcare Wishes Explicit
- Prenuptial Agreements as Estate Planning Tools
- Ethical Considerations
This program is an audio webinar.
scheduled by time zone:
Eastern: 11:00 AM – 2:15 PM
Central: 10:00 AM – 1:15 PM
Mountain: 9:00 AM – 12:15 PM
Pacific: 8:00 AM – 11:15 AM
Program Description
Don’t Let Your Wealth Planning Practices Harm Your Client
Medicaid eligibility and estate recovery rules are complicated, and it’s not always clear what impact planning techniques may have on a client’s benefits and interests in the long run. In this legal program, our knowledgeable faculty will teach you how various trusts and other planning tools impact Medicaid eligibility and estate recovery so you can confidently safeguard your client’s assets without fear of accidentally disqualifying them for Medicaid or putting their assets at risk of recovery. Register today!
- Know the eligibility requirements for Medicaid – and which services and assets are subject to estate recovery.
- Learn how you can capitalize on the benefits of revocable trusts – and other trusts – without interfering with your client’s Medicaid eligibility.
- Examine the advantages and disadvantages of gifting, life insurance and other alternatives to trusts in wealth planning.
Who Should Attend
This essential program is for attorneys. Accountants, financial planners, nursing home administrators, trust administrators/officers, and paralegals may also benefit.
Course Content
- Who is Eligible for Medicaid?
- Revocable vs. Irrevocable Trust Considerations
- How Revocable Trusts Can Interfere with Medicaid Eligibility
- Income-Only Trusts in Medicaid Planning
- Special Needs Trusts
- Medicaid Estate Recovery Summary and Trust Recoverability
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 home 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-to-intermediate level 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
- Applying for Medicaid – The Four Eligibility Requirements
- Pre-Need Asset Planning
- Crisis Planning and Assistance
- Trust-Based Medicaid Planning in Detail
- Using Special Needs Trusts – Sample Trust Review
- Applied Legal Ethics
Program Description
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
- Medicaid: Resource and Transfer Eligibility
- Strategic Use of Medicaid Trusts
- Maximizing Pre-Need Asset Planning Techniques
- What to do When the Need for Medicaid is Immediate
Program Description
Provide Your Clients with the Full Spectrum of Trust Options
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!
- Learn what not to do when selecting and drafting a trust to avoid common mistakes.
- Learn how to choose the most beneficial vehicle for preserving your client’s wealth: understand the purpose behind the various types of trusts.
- Save money on taxes with effective use of trusts.
- Determine whether a client qualifies as a beneficiary of a special needs trust.
- Don’t reinvent the wheel – modify our sample trust documents and use our drafting tips to create airtight trusts.
Who Should Attend
This course is designed for attorneys. It will also benefit accountants, tax professionals, trust officers, and paralegals.
Course Content
- Trust Overview: Legislative Update, Key Parties, Terms and More
- The Trust Lifecycle: Procedures and Pitfalls
- Revocable Living Trusts: Drafting, Operation and Termination
- Using Trusts to Reduce Taxes
- Grantor Trusts: Drafting, Operation and Termination
- Special Needs Trusts in a Nutshell
- Ethical Considerations
Program Description
Give Your Elderly Clients Sound Legal Advice
Planning for long-term care is rapidly becoming the single largest expense elderly clients can expect. In this engaging legal course, experienced attorney faculty will evaluate various LTC funding options and help you navigate Medicaid eligibility planning as well as family caregiver agreements. Enhance your elder law expertise – register today!
- Keep up to date with the latest options for long-term care funding – and help your client live a fulfilling life.
- Use gifting effectively to plan for Medicaid well ahead of time.
- Stay on the cutting edge of the law – learn how legislative changes affect your practice.
- Maximize your clients’ use of excluded assets in planning for Medicaid.
- Learn how to draft enforceable caregiver contracts.
- Prevent transferee misconduct and other care plan implementation problems.
- Explore effective ways of protecting your client’s home.
- Get a practical legal ethics compliance guide focused specifically on elder law practice challenges.
Who Should Attend
This intermediate level course is designed for elder law and estate planning attorneys. It will also benefit accountants, nursing home administrators, trust officers, accountants, social workers, geriatric care managers, and other professionals working with elder clients on planning issues.
Course Content
- Funding Sources for Long-Term Care
- Medicaid Eligibility: General Rules
- Medicaid Qualifying Asset Transfers
- Caregiver Agreements and Elder Care Mediation
- Potential Problems in Plan Implementation
- Legal Ethics in the Elder Law Practice
Program Description
Long-Term Care Planning Tools for Every Client
Go through a series of common client scenarios and get practical solutions to common Medicaid and SNT planning dilemmas. Register today!
- Assess all the contributing needs and factors that will affect your clients’ Medicaid planning.
- Create planning options for single applicants.
- Preserve benefits and qualify beneficiaries for SNT in cases of childhood disability.
- Prevent penalty periods when planning for immediate nursing home need.
- Learn when and how to use trusts in Medicaid planning.
- Find out how child caretaking work can help and hinder the parents’ Medicaid eligibility.
Who Should Attend
This legal guide is designed for attorneys. Accountants, elder care planners, paralegals and legal support staff will also benefit.
Course Content
- Planning Ahead for Married Medicaid Applicants
- Single Medicaid Applicant
- Planning for the Disabled Child
- Sudden Windfall for a Client Who Was on Pace to Receive Benefits
- One Nursing Home Spouse, One Community Spouse
- Both Spouses Need Nursing Home Immediately
- Live-in Children Caretakers
- Legal Ethics in Medicaid Practice
Program Description
Provide Your Clients with the Full Spectrum of Trust Options
When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today!
- Learn what not to do when selecting and drafting a trust to avoid common mistakes.
- Learn how to choose the most beneficial vehicle for preserving your client’s wealth: understand the purpose behind the various types of trusts.
- Save money on taxes with effective use of trusts.
- Determine whether a client qualifies as a beneficiary of a special needs trust.
- Don’t reinvent the wheel – modify our sample trust documents and use our drafting tips to create airtight trusts.
This is a rebroadcast of the original webcast delivered by Matthew J. Leonard and Meghan E. McCulloch on January 14, 2020. Faculty will be available to answer your questions after the program.
Who Should Attend
This course is designed for attorneys. It will also benefit accountants, tax professionals, trust officers, and paralegals.
Course Content
- Trust Overview: Legislative Update, Key Parties, Terms and More
- The Trust Lifecycle: Procedures and Pitfalls
- Revocable Living Trusts: Drafting, Operation and Termination
- Using Trusts to Reduce Taxes
- Grantor Trusts: Drafting, Operation and Termination
- Special Needs Trusts in a Nutshell
- Ethical Considerations
Program Description
Qualifying Clients and Guarding Assets
Planning for Medicaid is rapidly becoming one of the main functions of estate planning. This practical briefing outlines essential approaches to pre-planning to qualify for Medicaid asset criteria and critical emergency planning when the need is immediate. Get the basics down: register today!
- Clarify Medicaid eligibility criteria.
- Maximize the use of exempt assets.
- Learn how trusts are used in Medicaid planning.
Who Should Attend
This legal course is designed for attorneys. Accountants, benefit representatives, fiduciaries, trustees, and paralegals may also benefit.
Course Content
- Complying with State and Federal Medicaid Requirements
- Pre-planning and the Use of Trusts
- Emergency Medicaid Qualification and Spending Down
- Other Estate Planning Documents
- Trust Administration Issues
