Estate Planning Tools to Meet Medicaid Eligibility

Leveraging Asset Transfers, Income Planning and Gifting Strategies

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

This program is included with the Strafford CLE Pass. Click for more information.
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Conducted on Tuesday, October 11, 2011

Recorded event now available

or call 1-800-926-7926
Course Materials

This CLE course 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.

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Outline

  1. Transfer assets
    1. Asset transfer rules
    2. Exceptions to the rules
    3. Annuities
    4. Trusts
  2. Income planning
  3. Gifting strategies
    1. What is a gift for Medicaid planning?
    2. 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?

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

Faculty

Kim Boyer
Kim Boyer
Attorney
Boyer Law Group

She is certified as an Elder Law Attorney by the National Elder Law Foundation. She practices in the areas of elder...  |  Read More

David P. Pollan
David P. Pollan
The Pollan Law Firm

He focuses exclusively on long-term care planning, special needs planning, and estate law matters. He has worked in...  |  Read More

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