BarbriSFCourseDetails
  1. keyboard_arrow_leftBack

Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

  • work Practice Area

    Family Law

Date & Time
  • event Date

    Thursday, January 20, 2022

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

$197.00
CLE
ALL

This CLE webinar will provide elder law attorneys an in-depth analysis of recent state legislation impacting Medicaid planning, assets, transfers, and common challenges, and methods to overcome them. The panelist will discuss strategies for navigating annuity rules for married couples and single individuals, asset limits, look-back periods, purchase of exempt assets, valuations in Medicaid asset planning, and more.

Faculty

Melissa Negrin-Wiener
Senior Partner
Cona Elder Law, PLLC

Ms. Negrin-Wiener manages the Government Benefits Department, concentrating her practice in the areas of asset protection, Medicaid eligibility planning, estate planning, special needs planning, mediation, guardianships and Veteran benefits. She supervises the preparation of Medicaid Applications for nursing home care, home health care and community benefits, resolves complex Medicaid issues and represents families facing a reduction in Medicaid home care hours and services.

expand_circle_down Expand to View Full Bio expand_circle_up Collapse Bio

Description

Medicaid planning assets, transfers, conversion rules, and recent state legislation cause much confusion amongst elder law attorneys. Practitioners advising the senior population must understand the qualification standards for Medicaid, how assets are classified, the impact of annuity rules for married couples and single individuals, look-back periods, and the valuation issues in Medicaid planning.

The assets held by an applicant largely determine Medicaid eligibility, but not all assets are treated the same. Rules for married couples are particularly complex when implementing asset protection and spend-down strategies. In addition, qualifying for nursing home care benefits under Medicaid requires careful attention to detail and advanced knowledge of the requirements and limitations involved.

Counsel with elderly clients must navigate applicable rules and asset limits, qualifying asset transfer requirements, methods to convert assets to noncountable assets, and necessary provisions for Medicaid trusts.

Listen as Melissa Negrin-Wiener, Senior Partner at Cona Elder Law, guides counsel in navigating limitations, annuity rules, look-back periods, valuation issues, purchase of exempt assets, conversions, transfer rules, and more.

Outline

  1. Medicaid eligibility criteria
  2. Valuation in Medicaid asset planning
  3. Transfers and penalties
  4. Asset conversions
  5. Annuity rules
  6. Medicaid trusts and taxes
  7. Recent cases and state legislation

Benefits

The panelist will review these and other key issues:

  • What are the Medicaid eligibility requirements?
  • What are the asset limits, level of care, and look-back periods?
  • How do transfers, gifts of assets, and purchase of exempt assets factor into Medicaid planning?
  • How can you convert assets into noncountable assets?
  • Valuations in Medicaid asset planning
  • What are the challenges under the annuity rules for married couples and single individuals?
  • What are the key issues and ramifications of recent cases and state legislation?
  • What are the critical considerations for Medicaid trusts and tax implications?