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OnDemand Webinar

Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Attorneys and other advisors are frequently finding themselves confronted with issues affecting their aging and elderly clients and their families. The proper selection of estate planning techniques by attorneys is critical to ensuring that their clients can become eligible for Medicaid benefits. In addition, attorneys must understand the rules relating to asset transfers, how the five year look-back rule is applied and how penalty periods are imposed on potential Medicaid applicants. In this on-demand webinar, strategies will be discussed regarding the use of trusts, annuities and other methods of ensuring and preserving Medicaid eligibility, and protecting assets from Medicaid estate recovery liens.

Learning Objectives:

  • You will be able to identify which estate planning tools will enable clients to become eligible for Medicaid.
  • You will be able to discuss issues to address when determining which estate planning tools to use.
  • You will be able to review court decisions and legislation that impacts on the ability of clients to protect against estate recovery.
  • You will be able to discuss methods to protect assets from Medicaid estate recovery.

Runtime: 87 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Medicaid Eligibility

  • Asset Transfer

- Penalty Period

- Exempt Transfers

- Look-Back Period

- Income and Resource Eligibility Requirements

  • Income Planning
  • Gifting
  • Avoiding Pitfalls

Estate Recovery

  • Developments

- Court Decisions

- Legislation

  • Estate Protection - Avoiding Estate Recovery
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jason E. Marx, Esq.

Jason E. Marx, Esq.

Connell Foley LLP

  • Of counsel with Connell Foley LLP
  • Concentrates his practice in the area of elder law and special needs planning as well as national and international estate, gift and asset protection planning
  • Devotes his practice to the areas of estate planning; wills and trusts; estate administration; probate and trust litigation; tax and business planning for individuals, corporations, partnerships, and limited liability companies; and business succession planning
  • LL.M. degree in taxation, New York University School of Law; J.D. degree, Seton Hall Law School; B.S.B.A. degree, Boston University School of Management
  • Can be contacted at 973-535-0500 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 392748
Published 2013
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