Medicaid Estate Recovery Planning Techniques
Achieving Medicaid Eligibility and Protecting the Recipient and Community Spouse Against Estate Recovery
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide guidance for counsel to elderly clients and their families on navigating Medicaid estate recovery programs and creating plans that achieve Medicaid eligibility. The panel will outline approaches to mitigate the risk of recovery against the estates of the Medicaid recipient and the community spouse.
Outline
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Estate recovery—latest developments
- Recent court decisions
- Recent and pending legislation
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Protecting the estate
- Achieving or maintaining Medicaid eligibility
- Avoiding estate recovery against community spouses
Benefits
The panel will review these and other key questions:
- How have recent court decisions and state legislation addressed the rights of recovery against the estates of the Medicaid recipient and the community spouse?
- What assets are generally subject to Medicaid estate recovery?
- What steps can be taken to limit the reach of Medicaid recoveries and protect estate assets?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty
Louis W. Pierro
Principal
Pierro, Connor & Strauss
He concentrates his practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession... | Read More
He concentrates his practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning and Elder Law. He is currently Legislative Liaison for the Elder Law Section of the New York State Bar Association and a member of its Executive Committee.
ClosePhilip A. Di Giorgio
Partner
Pierro Law Group
He practices in the areas of Estate Planning, Estate and Trust Administration and Estate and Gift Taxation. He has... | Read More
He practices in the areas of Estate Planning, Estate and Trust Administration and Estate and Gift Taxation. He has written and lectured on Estate and Trust Administration and Estate and Gift Taxation including the articles, “Grantor Trust Basics”, “Surviving an Estate Tax Audit”, “Medicaid Recoveries from Estates” , “Understanding Tax Procedures.”
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