Medicaid Eligibility: Using Estate Planning Techniques

Leveraging Gifting, Income Planning and Asset Transfer Strategies to Support Client's Eligibility

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

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Tuesday, June 18, 2013

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 techniques, including income planning, gifting and asset transfers, to enable their clients to meet Medicaid eligibility requirements while avoiding common pitfalls.


Elder law practitioners must integrate estate planning with long-term care planning and may need to contemplate a client's eligibility for Medicaid long-term care coverage. Understanding the tools available to assist clients in achieving Medicaid eligibility, while ensuring assets are protected, is critical.

Strategies to consider for income planning, gifting and asset protection include annuities and various trusts such as special needs trusts and credit shelter trusts.

Counsel must understand transfer of asset rules, exceptions to the rules, the application of the five-year look back, and how to maximize coverage. Counsel must also recognize pitfalls and potential penalties for transferring and gifting assets.

Listen as our authoritative panel of elder law attorneys outlines how to use estate planning tools to best ensure that clients meet the Medicaid eligibility requirements.



  1. Asset transfer
  2. Income planning
  3. Gifting
  4. Pitfalls to avoid


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 use?
  • 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.


Kefalas Dudek, Patricia
Patricia E. Kefalas Dudek

Patricia E. Kefalas Dudek & Associates

Ms. Kefalas Dudek's practice focuses on elder law, Medicaid, estate planning, estates/trust administration,...  |  Read More

Whitenack, Shirley
Shirley B. Whitenack

Schenck Price Smith & King

As Co-Chair of the firm's Elder and Disability Law Practice Group, Ms. Whitenack devotes a substantial portion...  |  Read More

Edward Zetlin
Edward Zetlin

Edward Zetlin Law

He devotes his practice to the areas of disability law, guardianship/conservatorship, public benefits, elder law,...  |  Read More

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