Medicaid Estate Recovery Planning Techniques: Mitigating States' Practices to Enforce Recovery Rights
Protecting the Recipient and Community Spouse Against Estate Recovery For Long-Term Care
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
- Estate recovery—latest developments
- Recent court decisions
- Recent and pending legislation
- Protecting the estate
- Achieving or maintaining Medicaid eligibility
- Avoiding estate recovery against community spouses
Benefits
The panel will review these and other key issues:
- 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?
Faculty
Richard A. Marchese
Partner
Woods Oviatt Gilman
Mr. Marchese concentrates his practice in Medicaid and Estate planning, Social Security, Medicare and Medicaid... | Read More
Mr. Marchese concentrates his practice in Medicaid and Estate planning, Social Security, Medicare and Medicaid eligibility and recovery matters, asset protection, issues of spousal support, and the use of trusts in Medicaid planning. He presents on elder law issues at CLE programs.
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Jason E. Marx
Of Counsel
Connell Foley
Mr. Marx concentrates his practice in the area of elder law and special needs and disability planning. In... | Read More
Mr. Marx concentrates his practice in the area of elder law and special needs and disability planning. In addition, he devotes his practice to the areas of estate planning, wills and trusts, estate administration, probate and trust litigation, tax and business succession planning. He authors an estate and elder law blog.
CloseDavid J. Zumpano
Co-Founder
Lawyers with Purpose
Mr. Zumpano's practice focuses on elder law, estate planning and asset protection. He is a regular speaker and... | Read More
Mr. Zumpano's practice focuses on elder law, estate planning and asset protection. He is a regular speaker and trainer on estate planning, asset protection and Medicaid Planning to many national legal organizations and banking and financial institutions. He is founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid and Asset Protection Planning to clients.
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