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Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

 

Learn estate planning strategies that will help better recognize your client's eligibility for Medicaid programs.

This topic will help you discuss and explain Medicaid eligibility and Medicaid planning strategies with clients who seek your advice and assistance. Topics include Medicaid eligibility, the different Medicaid programs, as well as Medicare Saving Programs. The material will also include a discussion of Medicaid planning strategies. This information will help you distinguish and determine which program best assists the client who has sought your recommendations, as well as planning strategies to assist in eligibility for different programs. This material will help you review your client's resources to assist them with Medicaid eligibility and Medicaid Estate Recovery.

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Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Agenda

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Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Faculty

T. Nikki Mitchell

T. Nikki Mitchell

Mitchell, Brown & Associates, LLC

  • Attorney with Mitchell, Brown & Associates, LLC
  • Practice emphasizes all aspects of elder law, including estate planning, long-term care planning, Medicaid planning, asset protection, Medicare, incapacitation issues, end-of-life decision making, guardianship and conservatorship estates, probate, special needs planning and special needs trust, and veteran’s benefits
  • Certified Elder Law Attorney as certified by the National Elder Law Foundation; member, Missouri Bar Member; member, National Association of Elder Law Attorneys (NAELA); associate member, Special Needs Alliance; vice chair, Missouri Bar Elder Law Committee; member, Missouri Bar Probate and Trust Committee, vice chair of Subcommittee on Diversity; Bar Association of Metropolitan St. Louis (BAMSL)
  • VA accredited attorney
  • Publications include Guardianships and Conservatorships 2nd Ed. Guidebook, Missouri Bar; Missouri Elder Law, 2020-2021 ed. and 2021-2022 ed., Thomson Reuters; Missouri Elder Law Deskbook, 3rd ed., Chapters on Guardianships and Conservatorships and MO HealthNet, Missouri Bar; Educating Children with Dual Cognitive and Emotional Disabilities, Maryland Bar Journal, Nov. 5, 2015 and Cage-Free, Free-Range, Organic? Why Animal Welfare Depends on a New Government Labeling Scheme, New York State Bar Assn Committee on Animals and the Law, Nov. 15, 2012
  • J.D. degree, University of Maryland School of Law; B.A. degree, University of Texas, Arlington
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Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

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