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Medicaid Planning and Funding for Long-Term Care: Eligibility Rules, Asset Protection Strategies, LTC Insurance

Recording of a 90-minute CLE video 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 Thursday, July 14, 2022

Recorded event now available

or call 1-800-926-7926

This CLE course will provide elder law attorneys an in-depth analysis of common and more advanced techniques for Medicaid planning and funding long-term care. The panelist will discuss resource and income eligibility, issues regarding IRAs and annuities, asset protection trusts, long-term care insurance, and critical planning techniques.


One of the top priorities when considering options for funding long-term care is obtaining Medicaid eligibility. Elder law attorneys must understand the resource and income eligibility standards for Medicaid, how assets are classified, the impact of annuity rules for married couples and single individuals, asset transfer rules, long-term care insurance, and other key issues for Medicaid and long-term care planning. For some clients, Veterans Aid and Attendance can also be an important benefit that requires careful planning.

When it comes to Medicaid eligibility, not all assets are treated the same, and many people don’t know the difference between assets, resources, and income. Making it even more confusing is the fact that the rules for married couples are completely different than rules for unmarried individuals, and all the rules are extremely complex. In fact, many say that Medicaid is the most complex area of law, given that the United States Supreme Court has called the Medicaid laws “an aggravated assault on the English language, resistant to attempts to understand it.” Schweiker v. Gray Panthers, 453 U.S. 34, 43 (1981). Qualifying for Medicaid and Veterans Aid and Attendance requires careful attention to detail and advanced knowledge of the requirements and limitations involved.

Elder law attorneys must be familiar with Medicaid asset protection trusts and be familiar with applicable Medicaid rules, including asset limits, asset transfer requirements, methods to convert assets to non countable assets, utilizing long-term care insurance, estate recovery issues, and more.

Listen as Evan H. Farr, CELA, Partner at Farr Law Firm, discusses resource and income eligibility, issues regarding IRAs and annuities, determining the best methods for transfers and limitations, long-term care insurance, and other critical items and planning techniques for elder law attorneys.



  1. Long-term care planning
    1. Levels of care
    2. Funding in-home care
    3. Funding nursing home care and Medicaid limitations
    4. LTC insurance
    5. Other funding options
  2. Medicaid eligibility
    1. Resource eligibility
    2. Income eligibility
    3. Transfers
    4. IRAs and annuities
    5. Other key items impacting eligibility
  3. Recent Medicaid updates and best practices for elder law attorneys


The panelist will discuss these and other key issues:

  • What are the sources of long-term care funding and their limitations?
  • What are the Medicaid eligibility requirements for nursing home coverage?
  • How can long-term care insurance be used and what are the limitations?
  • How do transfers, gifts of assets, and purchase of exempt assets factor into Medicaid planning?
  • What are the recent Medicaid updates and best practices for elder law attorneys?


Farr, Evan
Evan H. Farr, CELA, CAP

Farr Law Firm

Mr. Farr is one of the top U.S. experts on Medicaid asset protection and related trusts. A Certified Elder Law...  |  Read More

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