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

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
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.
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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
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.
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