Estate Planning for Medicaid and VA Benefits

Maximizing Benefits Through Succession Plan Strategies

Recording of a 90-minute CLE webinar with Q&A

Conducted on Wednesday, May 2, 2012

Recorded event now available

or call 1-800-926-7926
Course Materials

This CLE course will provide estate planning counsel with a review of veterans benefits eligibility requirements in conjunction with Medicaid eligibility requirements. The panel will offer best practices for meeting the eligibility requirements of both while protecting clients' assets.


The demands on Medicaid continue to increase as more and more of the population lives longer. Criteria to determine level of care for Medicaid reimbursement or participation in long-term supportive services through a Medicaid waiver varies widely from state to state.

Medicaid transfer of asset rules are key in estate planning. Counsel should explore self-settled trusts as an option in estate planning and consider estate recovery rules.

Veterans may be eligible for Special Monthly Pension benefits. Practitioners must understand Medicaid eligibility requirements to avoid causing clients to lose potential benefits. Under the VA asset limitation test, giving away assets can create a long penalty period of ineligibility for Medicaid benefits.

Listen as our panel of estate planning practitioners discusses best practices for establishing eligibility for Medicaid and VA benefits while preserving clients' estates.



  1. Medicaid eligibility requirements
  2. Intersection with VA benefits eligibility requirements
  3. Estate planning best practices to include Medicaid and VA benefits eligibility


The panel will review these and other key questions:

  • What criteria are used to determine level of care for Medicaid reimbursement or participation in long-term supportive services through a Medicaid waiver?
  • What Medicaid transfer of asset rules should counsel consider in estate planning?
  • Under what circumstances could the VA asset limitation test create a long-term period of ineligibility for Medicaid benefits?

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.


Dionysios C. Pappas
Dionysios C. Pappas

Vasiliadis & Associates

He practices in the areas of elder law, trust & estate planning and administration, and veterans pension benefit...  |  Read More

Daniel C. Gasink
Daniel C. Gasink

Johnson Gasink & Baxter

His practice focuses on estate planning, estate administration, probate, asset protection, guardianships, elder law,...  |  Read More

Manz, Angela
Angela N. Manz

The Law Office of Angela N. Manz

Ms. Manz practices in the areas of estate planning and elder law. She is a member of National Academy of Elder Law...  |  Read More

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