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Online Manual

Medicaid and Elder Law in Maryland: 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 •Do what's best for your client - handle nursing home issues with confidence and compassion •Find out what you need to know about special needs trusts in Maryland •Avoid costly mistakes - learn how to make the right transfers at the right times •Easily determine Medicaid eligibility for individuals and couples
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Over 32 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

Basics of Medicaid Long-Term Care
— Shannon L. Hammond
  • Eligibility Overview
  • The Application Process
  • Financial Eligibility
  • Gifts and Penalties
  • Treatment of Trusts
  • Liens and Recoveries
Medicaid Planning Techniques
— Kevin F. Bress
  • Preserving Assets by Giving Them Away
    • Transfer Penalty
    • Exempt Transfers
    • Hardship Exception
  • Protecting the House From State Recovery
    • Life Estate Without Powers
    • Titling House in Community Spouse's Name
  • Converting Resources to an Income Stream
  • Purchasing Exempt Resources
  • Borrowing Funds to Increase Resource Allowance
  • Other Planning Strategies
Guardianship
— Kimberly A. Kasberg
  • Grounds for Guardianship
  • Guardianship Petition
  • Physician's Certificates
  • Alternatives to Guardianship
  • Guardianship Hearings in Montgomery County and Prince George's County
  • The Role of the Court Appointed Counsel for the Alleged Disabled
  • Single Transaction Guardianship
  • District of Columbia Guardianship and Conservatorship
Special Needs Trusts
— Victoria Z. Sulerzyski
  • Nonstatutory Trusts
    • When to Use Nonstatutory Trusts
    • Maryland Discretionary Trust Act and Third-Party
    • Ascertainable Standards
    • Statutory Special Needs Trusts
    • When to Use Statutory Trust
    • Governing Law D4A
    • Trust Characteristics D4Cs
    • Relationship to Medicaid Eligibility
    • Obtaining State Approval
Suggested Revisions to Estate Planning Under Elder Law Planning
— Kevin F. Bress
  • Form Language – Examples
  • Strategic Use of Beneficiary Designations
  • Trusts That Work and Trusts That Fail Under Medicaid Planning
  • Law Changes – How to Plan
  • Power of Attorney and Health Directives – Essential Terms to Look For
Ethical Considerations
— Kevin F. Bress
  • Choosing Your Client
  • Dealing With the Feuding Family
  • Where to Put Transferred Assets
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Why Lorman?

Over 32 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 does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 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

Kevin F. Bress

Kevin F. Bress – Moderator

Pessin Katz Law, P.A.

  • Principal member of Pessin Katz Law, P.A. for 20 years
  • Concentrates practice in estates, trusts and elder law
  • Adjunct professor for the University of Baltimore: Elder Law and Fiduciary Taxes in the LL.M. graduate tax program
  • Served as an expert commentator for LexisNexis on panel for elder law
  • Achieved the highest rating in the Martindale-Hubbell Law Directory
  • Board member of the Financial Planning Association of Maryland
  • J.D. degree, University of Baltimore; masters of science degree in taxation, University of Baltimore; B.A. degree in economics, University of Maryland
  • Can be contacted at 410-339-6767 or [email protected]
Shannon L. Hammond

Shannon L. Hammond

Hammond Law, LLC

  • Founding partner of Hammond Law, LLC
  • Focuses exclusively in the areas of Medicaid, long-term care planning, asset preservation, estate planning, probate and guardianship
  • Member of the National Academy of Elder Law Attorneys, the Coalition of Geriatric Services, the Senior Providers Information Network, and the Elder Law and Estates and Trusts Sections of the Maryland State Bar Association
  • Serves on board of directors for By Their Side, a nonprofit serving Marylanders with developmental disabilities
  • Lectures frequently on long-term care and estate planning issues
  • Taught “Strategic Planning for Aging and Asset Protection” at the College of Notre Dame of Maryland’s Renaissance Institute and “Legal Issues and the Elderly” at the Johns Hopkins University’s Odyssey Program
  • J.D. degree, University of Baltimore School of Law; B.A. degree, Towson University
  • Can be contacted at 410-881-0588 or [email protected]
No photo available

Kimberly A. Kasberg

Kimberly A. Kasberg, Attorney at Law

  • Solo practice
  • Practicing elder and disability law for the past 10 years
  • Member of the Maryland State Bar Association, Elder and Disability Rights Law Council
  • J.D. degree, cum laude, American University Washington College of Law, B.A. degree, University of Pittsburgh
  • Can be contacted at 301-520-8876 or [email protected]
No photo available

Victoria Z. Sulerzyski

Ober | Kaler

  • Associate in the Ober|Kaler Estates and Trusts Group
  • Works with a diverse group of clients, particularly those with special needs, in estate planning and administration matters
  • Handles wills, trusts, special needs trusts, guardianships, powers of attorney, advance directives and tax issues, including charitable giving
  • Represents children as a Maryland Disability Law Center (MDLC) pro bono attorney in special education matters
  • Member of the American Health Lawyers Association, and the National Academy of Elder Law Attorneys
  • J.D. degree, cum laude, University of Baltimore School of Law; B.S. degree, University of Maryland at College Park; B.S. degree, University of Maryland University College
  • Can be contacted at 410-347-7304 or [email protected]
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Why Lorman?

Over 32 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: 381840
Published 2013
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