Medicaid Planning and Guardianship | CLE Course

BarbriSFCourseDetails

Course Details

Course Information

smart_display Format
On-Demand
signal_cellular_alt Difficulty Level
work Practice Area
Family Law

Date & Time

event Date
Wednesday, March 8, 2023
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 Medicaid planning issues in the context of a guardianship. The panel will discuss the intersection of Medicaid and guardianship and proceedings, circumstances where guardians should consider Medicaid planning, transferring assets, utilizing trusts, and best practices for elder law attorneys.

Faculty

Kyla G. Kelim

Attorney

Aging in Alabama

Ms. Kelim focuses her practice on proactive planning involving those in need concerning Medicaid, Medicare and Social Security. She is a nationally recognized speaker on nursing home Medicaid, Medicare and Social Security disability matters. She launched Aging in Alabama to help address the crisis in health care coverage facing seniors and their caregivers.

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Patricia E. Kefalas Dudek

Principal

Patricia E. Kefalas Dudek & Associates

Ms. Kefalas Dudek's practice focuses on elder law, Medicaid, estate planning, estates/trust administration, probate, administrative law and disability advocacy. Her practice includes preparing estate planning documents, including SNTs; representation in Medicaid hearings; and the administration of estates, trusts, guardianships and conservatorships. Ms. Kefalas Dudek writes and lectures on SNTs.

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Eric J. Einhart

Partner

Russo Law Group, PC

Mr. Einhart focuses on the areas of Elder Law, Estate Planning, Special Needs Planning, Trust and Estate Administration, Guardianship, Tax Law, and Real Estate.

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Description

Incapacity, in one form or another, frequently occurs for the elderly. When properly structured and executed, guardianship can shield seniors and their families from potential harm due to waning physical or mental capability. However, Medicaid planning in the context of guardianship adds layers of complexity and attorneys must consider a variety of factors for moving assets or converting existing countable assets into Medicaid-exempt assets.

A guardianship is a court-supervised process for transferring an incapacitated individual's rights to someone capable of providing supervision regarding care or finances. The procedures involved can be daunting and require a careful analysis of the risks and factors requiring the need for court intervention, required court evaluations and hearings, and other essential matters that impact the proceedings.

For purposes of Medicaid applications and planning methods, the guardian must work closely with counsel in order to effectively protect the assets and financial interests of clients. Elder law attorneys must have a complete understanding of these protective proceedings and their impact on Medicaid planning.

Listen as our panel discusses the intersection of Medicaid and guardianship and proceedings, circumstances where guardians should consider Medicaid planning, transferring assets, utilizing trusts, and best practices for elder law attorneys.