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Description
Real estate transactions in the context of elder law planning can have significant legal and tax consequences. Elder law counsel must understand critical concepts, applicable rules, and available planning options in handling real property without disrupting Medicaid eligibility and causing unintended tax burdens or transfer penalties.
A transfer of real estate from an individual or joint ownership to a preferred form of ownership can avoid the disadvantages of an outright gift while also protecting the residence from a Medicaid lien. Depending on the transfer method and form of ownership of the property, developing an effective plan can be complicated and rife with pitfalls. Elder law counsel must recognize critical issues associated with Medicaid transfer rules and the income, estate, and gift tax implications of such transfers.
Listen as our panel discusses the impact of property transfers in elder law planning, critical income, estate, and gift tax issues and planning techniques, Medicaid transfer rules, and avoiding penalties. The panel will also discuss the impact of forms of ownership, loans, mortgages, and other vital matters for purposes of real estate transactions in the context of elder law planning.
Presented By

Ms. Lyons concentrates her practice on Elder Law with a focus on Medicaid home care and nursing home.

Ms. Meyers concentrates her practice on Elder Law, Trusts & Estates, Special Needs Planning, Guardianships, and long-term care planning strategies, with a focus on Medicaid home care and nursing home .She has been named to the 2013 - 2019 New York Metro Super Lawyers list in Elder Law.
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This 90-minute webinar is eligible in most states for 1.5 CLE credits.
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Live Online
On Demand
Date + Time
- event
Thursday, July 30, 2020
- schedule
1:00 p.m. ET./10:00 a.m. PT
Outline
- Real estate transactions in the context of elder law planning
- Medicaid issues
- Impact of property or conveyance
- Transfer rules
- Penalties
- Liens
- Income, estate, and gift tax implications
- Impact of loans, mortgages, and other related items
- Best practices for elder law attorneys
Benefits
The panel will review these and other key issues:
- What are the implications of real estate transactions to elder law planning?
- What are the income, estate, and gift tax issues associated with transfers of property?
- How do the Medicaid transfer rules apply, and what are the steps to minimize or avoid penalties?
- What is the impact of forms of ownership, loans, and mortgages?
- What are the planning options available to transfer property without impacting Medicaid eligibility or triggering penalties?
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