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Medicaid Planning

Medicaid Planning is an important service to provide for seniors. Medicaid is the only government program that will pay for nursing home care on a long term basis. With the rising cost of long term care, many seniors may not afford to pay privately for their care. As a result, Medicaid planning may be necessary for many seniors.

While it is a complex area, we have a proven system for training attorneys in this area and helping them get up to speed quickly. If you're ready to jump in and start providing this valuable service to seniors and their families, we are ready to help!
  • The Nitty Gritty of Medicaid and VA Applications  

    The Nitty Gritty of Medicaid and VA Applications

    By: Whitney M. Wilson, JD, Elder Law of Louisville and Angela N. Manz, Esq., The Law Office of Angela N. Manz

    The Medicaid and VA application process can be complicated and somewhat intimidating the first time, and sometimes even the second and third time, you do it. We want to help you navigate this process and will break it down for you.

    We will provide tips and tricks to help you navigate the detailed nuances of compiling and completing a Medicaid and VA application. 

    We’ll cover:
    • The right time for filing an application
    • The best method for filing
    • Which forms to use and subtle ways to complete those form
    • Which documents, information, and calculations to provide up-front
    • Which documents to provide only if requested
    Duration: 3 hours, 25 minutes

     CLE: 3 hours
    Member Price: $195.00 Retail Price: $295.00
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  • Online Drafting Camp  

    MAPT Online Drafting Camp (download)

    By: Valerie Peterson, JD and Brian Albee, JD

    This webinar will focus on the EC Medicaid Asset Protection Trust® and will cover the following documents using ElderDocx® as a framework. We will also discuss how to talk to clients about the need for an irrevocable trust as part of their overall planning.

    Topics Covered:
    • Medicaid Asset Protection Trust
    • Trust Summary and Funding Letter
    Length: 90 minutes per session, 3 sessions total

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $495.00
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  • Medicaid Wizard Series: Part I and II  

    Advanced Medicaid Planning Series: Part I and II (Download)

    By: Howard Krooks, Esq., CELA and Valerie Peterson, JD

    Part I: Dealing With Irrevocable Trust Problems You Didn’t Create
    Attorneys often inherit trusts they did not draft and that have numerous drafting problems. Some of those problems include a credit shelter trust unfavorable provisions, or the grantor is named as a lifetime beneficiary. This session will address how to deal with problems like these in trusts drafted by someone else.

    Part II: The Grantor Gets Sick Sooner Than You Expect – Now What? 
    What happens when the best laid plans get interrupted because the grantor falls ill during the lookback period?  This session will cover the options available when this happens:  waiting vs. getting funds out of the trust, collapsing the trust, paying out to lifetime beneficiaries, then returning the money, and other options.

    Part I:
    Length: 40 minutes
     ElderCounsel members: View this course complimentary in the Education Library.

    Part II:
    Length: 41 minutes
     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $165.00
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  • MAPT Drafting  

    Medicaid Asset Protection Trust (MAPT) Drafting Workshop

    By: Brian Albee, JD, Howard Krooks, Esq., CELA, and Michael Amoruso, Esq.

    Recorded at Symposium 2016

    Join us for a half-day of intensive education covering everything from grantor trust rules used when drafting Medicaid Asset Protection Trusts (MAPTs), to crucial design choices you must make when drafting. The class begins with why you would use an irrevocable trust and ends with tips on how to help clients understand the value of this type of trust with lots of law and drafting help in between.

    Length: 4 hours, 48 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $395.00
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  • Advanced Medicaid Planning Series: Part III  

    Advanced Medicaid Planning Series: Part III (Download)

    By: Louis Pierro, Esq.

    Part III: Dealing With Denials and Unfair Regulations
    When is a fair hearing necessary?  How are fair hearings typically conducted? When is it necessary to appeal (or file) to federal court?  This session will address these questions, and will provide guidance on how to become an effective advocate at the state level.

    Length: 88 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $165.00
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  • Demystifying Irrevocable Trusts Used in VA Pension and Medicaid Planning  

    Demystifying Irrevocable Trusts Used in VA Pension and Medicaid Planning (download)

    By: Brian Albee, JD

    This session will cover the distinct differences between irrevocable trusts designed for VA Pension planning versus Medicaid planning. We will use ElderCounsel's Veterans Asset Protection Trust® (VAPT) and Medicaid Asset Protection Trust™ (MAPT) as examples to discuss grantor trust, income tax, gift tax, and estate tax issues related to these trusts.

    Topics Covered:
    • Using Irrevocable Trusts for VA Pension Planning
    • Using Irrevocable Trusts for Medicaid Planning
    • Tax Issues Related to these Trusts
    • Glimpse at ElderDocx
    Length: 103 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $179.00
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    Advanced Medicaid Planning Series: Parts IV and V (Download)


    Part IV: Trouble Areas in Crisis Planning
    Part V: Making Sense of the Grantor Trust Rules

    By: Vincent J. Russo, J.D., LL.M, CELA. & Michael J. Amoruso, Esq.

    Part: IV
    Length: 59 minutes
     ElderCounsel members: View this course complimentary in the Education Library.

    Part: V
    Length: 60 minutes
     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $165.00
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  • Medicaid Planning  

    Medicaid Planning for Wartime Veterans - The Balancing Act (streaming)

    By: Dawn Weekly, JD

    Elder Law Masters Course Session

    Balancing Medicaid planning with VA pension benefits is never easy, especially when dealing with married couples. With the VA set on changing its eligibility rules, will this get easier, or more difficult? This session will cover how to weigh the benefits of Medicaid vs. VA pension, and how that balancing act may change when we see new VA pension rules.

    Length: 50 minutes

    Member Price: $125.00 Retail Price: $150.00
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  • Annuities and Promissory Notes in Medicaid Planning - Two Powerful Tools  

    Annuities and Promissory Notes in Medicaid Planning (download)

    By: Louis W. Pierro, Esq. & Dale Krause, Esq.

    The Deficit Reduction Act of 2005 had a great deal to say about Medicaid asset transfers, look-back periods, and the penalty period, with rules designed to prohibit any asset transfers within the new five-year look-back, and specifically to eradicate use of “rule-of-halves” planning. It also defined DRA compliant annuities and promissory notes, giving new tools to work with when counseling clients on achieving Medicaid eligibility. We will discuss recent court decisions that carve out the use of annuities for a community spouse and promissory notes for a Medicaid applicant, along with the techniques that provide the basis for crisis planning.

    Topics Covered:
    • What is Crisis Planning?
    • Annuity Solutions
    • Case Studies
    • Promissory Note Solutions
    • Counseling through the Crisis
    Length: 99 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $179.00
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  • Medicaid Appeals and Fair Hearings  

    Medicaid Appeals and Fair Hearings (streaming)

    By: Rene H. Reixach, Esq.

    There are a variety of reasons a Medicaid application may be denied including improper funding and incomplete documentation. The Medicaid rules allow applicants the right to a fair hearing in front of the state agency for adverse determination including denial, reduction, or termination in coverage. This session will cover the rules for fair hearings to review adverse Medicaid eligibility decisions and the procedures for conducting fair hearings, as well as how to appeal to state or federal court from an adverse fair hearing decision.
    • The Basis for Fair Hearings
    • Notice Requirements – Contents and Timing
    • Requesting a Fair Hearing
    • Aid Continuing (Aid Paid Pending)
    • Denial or Dismissal
    • Hearing Procedure
    • Decisions
    • Compliance
    • Hearing Tips
    • Appeals to State Court
    • Federal Court Appeals
     CLE: 1.25 hours

    Length: 71 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $95.00
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Featured Course

Law Practice Development Education