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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Family Law

Date & Time
  • event Date

    Wednesday, April 9, 2025

  • 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 course will provide a comprehensive and in-depth overview of Medicaid planning techniques and tools for asset planning, home protection, and income preservation.

Faculty

Jeffrey L. Williamson
Founder
J. L. Williamson Law Group, LLC

Mr. Williamson’s practice specializes in taxation and estate planning. He has particular expertise in estate and gift taxation, income taxation of partnerships, and taxation issues unique to tax-exempt entities. He is also knowledgeable in the federal and state Medicaid rules and is skilled at drafting trusts and other types of sophisticated agreements.

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Esther S. Zelmanovitz
Managing Attorney
Esther Schwartz Zelmanovitz, PLLC

Ms. Zelmanovitz is the founder of Esther Schwartz Zelmanovitz, PLLC. She is proud to have assembled a team of highly competent and knowledgeable professionals who share her commitment to personalized, caring service to her clients. Ms. Zelmanovitz strives to provide concrete legal strategies to help clients problem-solve real-life situations and ultimately, relieve clients of stress and give them peace of mind. Her practice is focused in the areas of elder law, estate planning, and probate and estate administration.

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Description

Integrating estate planning with long-term care planning is crucial to ensure clients retain their assets while qualifying for Medicaid benefits. Elder law practitioners should be well-versed in various strategies to protect assets and income. Counsel must be knowledgeable about the types of trusts available to protect assets or income and qualify clients for Medicaid benefits, as well as how to select the best options to suit each client's needs and situation.

Federal and state laws dictate the requirements for Medicaid planning tools such as private annuities and promissory notes. These tools can provide significant savings for clients facing expensive long-term care. Practitioners must understand when and how to implement these tools effectively.

Caregiver agreements can also play a vital role in Medicaid planning by reducing countable assets and facilitating eligibility. These agreements must comply with Medicaid rules to be valid. Additionally, home protection techniques can safeguard the primary residence from being counted as an asset, and income protection strategies and spend-down methods help individuals meet Medicaid's income requirements while preserving financial stability.

Listen as our expert panel guides you through crucial Medicaid planning tools and techniques. The panel will discuss irrevocable trusts, Medicaid-compliant annuities, spousal asset transfers, and caregiver agreements.

Outline

  1. Asset planning techniques
    1. Asset protection
    2. Private annuities and promissory notes
    3. Spousal transfers and spousal refusals
    4. Caregiver agreements
    5. Asset spend-down
    6. Gifting strategies
  2. Home protection techniques
    1. Life Estate Deeds/Transfer on Death Deeds
    2. Child caregiver exception
    3. Revocable trusts
  3. Income planning techniques
    1. Qualified income trusts (Miller trusts)
    2. Income spend-down
    3. Pooled income trusts

Benefits

The panel will address these and other key issues:

  • How to draft irrevocable trusts that comply with Medicaid requirements
  • Types of annuities that are considered non-countable resources for Medicaid
  • Requirements for Medicaid-compliant annuities
  • Structuring caregiver agreements to facilitate Medicaid eligibility
  • Techniques for home protection and income planning