Medicaid and Estate Planning: Strategies, Conflicts, Trust and Power of Attorney Issues, and Tax Consequences
Recording of a 90-minute CLE video webinar with Q&A
This CLE course will provide elder law attorneys guidance on navigating challenges and avoiding missteps between Medicaid and estate planning. The panelist will discuss the inherent differences between Medicaid planning and estate planning, common mistakes in drafting trusts, tax consequences, accounting for multiple income sources, and other issues for elder law attorneys.
- Estate planning needs vs. Medicaid requirements
- Drafting of trusts and power of attorneys in relation to Medicaid
- Gifting vs. Medicaid transfers
- Tax implications
The panelist will review these and other key issues:
- What are the key issues for Medicaid planning vs. estate planning?
- What factors must be considered in making gifts vs. Medicaid transfers?
- What are the tax implications of transferring annuities for Medicaid?
- What are the implications of dealing with retirement assets in a Medicaid context?
- How do you navigate the issues presented by multiple sources of income?
- How can you ensure compliance with other benefits eligibility requirements?
- What mistakes must be avoided in utilizing and drafting certain trusts?
- Medicaid proactive planning for the community spouse
- Medicaid planning for married couples v. single persons
Don L. Rosenberg
Barron Rosenberg Mayoras & Mayoras
Mr. Rosenberg has more than 35 years of experience practicing law and focuses on estate planning, elder law, Medicaid... | Read More
Mr. Rosenberg has more than 35 years of experience practicing law and focuses on estate planning, elder law, Medicaid planning, Veteran's benefits, end of life care and special needs planning. He blends solid experience with a keen sensitivity and awareness to the emotional challenges that families experience when planning for the care of their elderly loved ones and for those with special needs. Mr. Rosenberg established an expertise in elder law before the "elder law" term was coined and helped found The Center for Elder Law, a renowned division of BRMM. He has received numerous awards and recognitions for his work in the elder law and elder care fields.Close