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 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.
Outline
- Asset transfer
- Income planning
- Gifting
- Pitfalls to avoid
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 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.
Faculty
Patricia E. Kefalas Dudek
Principal
Patricia E. Kefalas Dudek & Associates
Ms. Kefalas Dudek's practice focuses on elder law, Medicaid, estate planning, estates/trust administration,... | Read More
Ms. Kefalas Dudek's practice focuses on elder law, Medicaid, estate planning, estates/trust administration, probate, administrative law and disability advocacy. Her practice includes preparing estate planning documents, including SNTs; representation in Medicaid hearings; and the administration of estates, trusts, guardianships and conservatorships. Ms. Kefalas Dudek writes and lectures on SNTs.
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Shirley B. Whitenack
Partner
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
As Co-Chair of the firm's Elder and Disability Law Practice Group, Ms. Whitenack devotes a substantial portion of her practice to trust and estate litigation and elder and disability law, particularly surrogate arrangements to protect the elderly and people with disabilities, special needs planning and Medicaid appeals. She is a frequent author and lecturer on estate, elder and disability law issues.
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Edward Zetlin
Atty
Edward Zetlin Law
He devotes his practice to the areas of disability law, guardianship/conservatorship, public benefits, elder law,... | Read More
He devotes his practice to the areas of disability law, guardianship/conservatorship, public benefits, elder law, estate planning and estate administration. He was named a Fellow of the National Academy of Elder Law Attorneys (NAELA) in 2006. He co-chairs the Arlington County Bar Section on Law and Aging. He speaks and has written on a variety of elder law and special needs planning issues.
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