Estate Planning Tools to Meet Medicaid Eligibility
Leveraging Asset Transfers, Income Planning and Gifting Strategies
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Tuesday, October 11, 2011
Recorded event now available
This CLE webinar will provide guidance for counsel advising elderly clients and their families on estate planning strategies and tools—including asset transfers and income planning—that will enable their clients to meet Medicaid eligibility standards while avoiding the pitfalls.
Description
Medicaid planning and eligibility are key components of estate planning. Counsel must understand the tools available to assist clients in achieving Medicaid eligibility, while ensuring some assets are protected.
Tools include asset transfers, income planning and gifting, including annuities, special needs trusts and credit shelter trusts. Counsel must understand which methods will achieve Medicaid eligibility and avoid the potential pitfalls and penalties associated with transferring assets and gifting.
Listen as our authoritative panel of elder law attorneys examines the estate planning tools that are needed to ensure meeting the Medicaid eligibility requirements.
Outline
- Transfer assets
- Asset transfer rules
- Exceptions to the rules
- Annuities
- Trusts
- Income planning
- Gifting strategies
- What is a gift for Medicaid planning?
- Gift tax
Benefits
The panel will review these and other key questions:
- What estate planning tools will allow clients to achieve Medicaid eligibility?
- What are the key considerations when determining which tools to employ?
- What steps can counsel take to minimize the potential pitfalls associated with unintentional gifts?
Faculty
Kim Boyer,
Attorney
Boyer Law Group, Las Vegas
She is certified as an Elder Law Attorney by the National Elder Law Foundation. She practices in the areas of elder law, estate planning, guardianships and probates.
David P. Pollan,
The Pollan Law Firm, Atlanta
He focuses exclusively on long-term care planning, special needs planning, and estate law matters. He has worked in the field of elder law for 20 years.
Ordering
Online CLE - Audio Recording
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, FL, GA, MO, MT, TX*, VT, WA.
Upon request, also available in: CO, CT*, ID, KY, LA*, ME, NC, ND, NE, NH, NM, NV, OR*, SC, TN, UT, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $127.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, FL, GA, HI, MO, MT, NY, TX*, VT, WA, WV. Upon request, self-study credit is also available in: CO, ID, KY, ME, ND, NE, NH, NM, NV, OR, UT, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
Webinar Download (Slide Presentation with Audio) $127.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $127.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $127.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $127.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
Strafford webinars/teleconferences offer several options for participation: online viewing of speaker-controlled PowerPoint presentations with audio via computer speakers or via phone; or audio only via telephone (download speaker handouts prior to the program). Please note that our webinars do not feature videos of the presenters.
CLE Credit
Strafford's live seminars qualify for CLE in every state that accredits webinars. They offer you a high quality, cost effective, and convenient CLE option, with no lost travel time or expenses.
Customer Reviews
The program had a lot to cover and the speakers did a superb job of moving through the difficult subject matter.
Charles E. Chapin
Boomer Law, PLLC
The computer and telephone sign-on was very easy, and the instructions were straightforward.
Bethany Haslam
TCORS PC
The speaker's command of the subject matter and his ability to explain difficult concepts in a way that could be understood by everyone was great.
Craig Cockrell
Mitchell Williams Law Firm
The program was very informative and the information was precise and straight forward.
Michael Bradford
Speidel Law Firm
I liked that the speakers had great knowledge of the topic and presented it with ease without making it overly complicated or rushing through the material.
Laura S. Brooks
Law Office of Laura S. Brooks
Elder Law Advisory Board
Partner
Goldfarb Abrandt Salzman & Kutzin
Attorney
The Pollan Law Firm
Attorney
Strohschein Law Group
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