Show navigation

Available in:

Online Manual

Medicaid and Elder Law: Representing Clients in a New Legal Landscape

Learn proven strategies for navigating the Medicaid maze. Discover how to protect your clients’ assets and provide the high-quality services they’re looking for. To properly advise our increasing elder population, it’s essential that you know the fundamentals of Medicaid and elder planning. Purchase these reference materials and explore the complexities of Medicaid eligibility, discover the latest strategies for transferring assets and learn ways to handle the ethical considerations common to planning for elderly clients. Don’t miss this valuable opportunity – order today to learn from top professionals in the elder law field. Benefits for You •Easily determine Medicaid eligibility for individuals and couples •Go beyond the basics by learning how to handle special planning considerations •Navigate the complexities of the Deficit Reduction Act •Do what’s best for your client – handle long-term care issues with confidence
Purchase Options

In Partnership With

More Program Information

Why Lorman?

Over 30 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

This seminar will be presented by James A. Jaeger, CELA, Mark T. Johnson, Angela M. Paulsrud and Heather A. Wilson.
Medicaid Overview
  • Asset and Income Eligibility
  • Spousal Impoverishment Protections
  • Countable and Non Countable Assets
Planning Opportunities and Pitfalls in Light of the DRA
  • Planning Overview
  • Divestment Planning
  • Annuities and Promissory Notes
  • Other Techniques
Long Term Care and the Second Marriage
  • Problems Raised by Second (And Subsequent) Marriages
  • The Role of the Marital Property Agreement
  • Planning for Unmarried Couples
Medicaid Myths and Misconceptions
  • What You Always Thought You Knew About Medicaid That May Not Be So
Medicaid Planning and Surrogate Decision Makers
  • How the New Power of Attorney Statute Impacts Medicaid Planning
  • Planning by Guardians and Conservators
  • Traps to Avoid
Estate Administration as Impacted by Medicaid Estate Recovery
  • Lien and Estate Recovery Basics
  • Impact of Estate Recovery on Probate and Summary Procedures
  • Seeking Hardship Waivers From Estate Recovery
50 Tips
  • 50 Practical Tips to Enhance Your Medicaid and Estate Planning and Administration Practices
Final Roundup and Questions and Answers
Purchase Options

In Partnership With

More Program Information

Why Lorman?

Over 30 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

Online Manual

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

Purchase Options

In Partnership With

More Program Information

Why Lorman?

Over 30 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

James A. Jaeger, CELA – Moderator

Hill, Glowacki, Jaeger & Hughes, LLP

  • Partner with the Madison law firm of Hill, Glowacki, Jaeger & Hughes, LLP
  • Practice focuses on elder law, estate planning (including planning for people with disabilities), probate, tax and small business matters
  • Member of the Elder Law Section of the State Bar of Wisconsin, chair 1995 to 1996, and the National Academy of Elder Law Attorneys
  • Frequent speaker on elder law and estate planning topics, and is an instructor in elder law at the University of Wisconsin Law School
  • Certified elder law attorney from the National Elder Law Foundation, the sole entity accredited by the American Bar Association to certify elder law attorneys
  • Graduate, Georgetown University Law School; LL.M. degree in taxation, Temple University

Mark T. Johnson

Hill, Glowacki, Jaeger & Hughes, LLP

  • Attorney with Hill, Glowacki, Jaeger & Hughes, LLP
  • Practices in the areas of estate planning, family law and elder law
  • Writer of “A ‘Simple’ Probate Should Not Be This Complicated: Principles and Proposals for Revising Wisconsin’s Statutes for Probate Summary Procedures,” published in the Wisconsin Law Review
  • Graduate, with family law concentration, University of Wisconsin Law School; B.Mus. degree, St. Olaf College; M.A. degree, University of Notre Dame

Angela M. Paulsrud

Hill, Glowacki, Jaeger & Hughes, LLP

  • Attorney with Hill, Glowacki, Jaeger & Hughes, LLP
  • Practices in the areas of estate planning, estate and trust administration (including preparation of estate tax returns and fiduciary income tax returns) and real estate
  • Taught seminars and given presentations on estate planning and estate and trust administration
  • Member of the State Bar of Wisconsin, the Dane County Bar Association and the Legal Association for Women
  • Former contributor to “The Organizational Form” in A Guide for Wisconsin Nonprofit Organizations, published by the State Bar of Wisconsin
  • Bachelor’s and J.D. degrees, University of Wisconsin-Madison

Heather A. Wilson

Hill, Glowacki, Jaeger & Hughes, LLP

  • Associate attorney with Hill, Glowacki, Jaeger & Hughes, LLP
  • Practices in the areas of estate planning, special needs planning, estate and trust administration, guardianship and elder law
  • Member of the State Bar of Wisconsin, the Dane County Bar Association, Legal Association for Women and the National Academy of Elder Law Attorneys
  • Graduate, cum laude, University of Wisconsin Law School; M.L.I.S. degree, University of Texas at Austin; B.A. degree, University of Illinois at Urbana-Champaign
Purchase Options

In Partnership With

More Program Information

Why Lorman?

Over 30 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 387382
Published 2011
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!