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Medicaid Planning for the Elder Law Attorney

 

Learn more about the Medicaid planning strategies that can benefit your potential clients.

The elderly population, those aged 65 and older, is the fastest-growing group of the population in the United States. Accordingly, many lawyers find themselves needing or wanting to incorporate elder law into their practice to meet the needs of this client population. However, diving into the world of Medicaid should not be done lightly as the complicated overlap between state and federal law and regulation and the nuances of each state's program are complex and ever-changing. This course will help practitioners looking to add elder law to their practice, or those looking to increase their skills in an already established practice, learn more about the Medicaid planning strategies that can benefit their potential clients. We will discuss the general eligibility rules of Medicaid programs and dive into the various planning techniques that will make clients eligible for Medicaid, reduce the risk of estate recovery, and protect assets.

Agenda

Faculty

T. Nikki Mitchell

T. Nikki Mitchell

Mitchell, Brown & Associates, LLC

  • Partner 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 of the Missouri Bar; National Association of Elder Law Attorneys (NAELA); Missouri Bar Probate and Trust Committee, vice-chair of Subcommittee on Diversity; Bar Association of Metropolitan St. Louis (BAMSL); associate member of the Special Needs Alliance; and vice-chair, Missouri Bar Elder Law Committee
  • 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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