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Symposium 2017


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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!
  • 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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  • Farmland  

    Protecting Farmland and Other Income Producing Property (streaming)

    By: Randy Clinkscales, Clinkscales Elder Law Practice

    Elder Law Masters Course Session

    Most states do not treat income-producing property as a non-countable asset. However, there may be ways to protect it even when a crisis happens. This session will discuss potential strategies for protecting farmland and other property from Medicaid eligibility and estate recovery.

    Length: 46 minutes

    Member Price: $125.00 Retail Price: $150.00
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  • Til Death Do Us Part or One of Us Needs Medicaid: What Every Senior Needs to Know  

    Til Death Do Us Part or One of Us Needs Medicaid: What Every Senior Needs to Know (Download)

    By: Louis W. Pierro, Esq. and Kevin Forbush, Esq.

    If growing old together is the dream of most married couples, why do clients who have been married over 50 years ask elder law attorneys if they should get a divorce? The spectre of going broke because of your spouse's illness is enough to drive married couples off the marital cliff, but it doesn't have to. This session will explore the planning options available to married couples to pay for ruinously expensive long-term care without having to untie the knot. 

    Topics covered: 
    • Spousal Duty of Support
    • Exempt Assets
    • Strategies


    Member Price: $79.00 Retail Price: $99.00
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  • Unexpected turn  

    What Happens When the Plan you Prepared Takes an Unexpected Turn (streaming)

    By: Melissa Wick, JD, and Teresa Nuccio, JD

    Elder Law Masters Course Session

    You prepare the most secure MAPT you and the client could possibly draft – independent trustee, trustworthy lifetime beneficiaries… a lawyer’s dream. Just months later, the grantor is in serious car accident with head trauma and will need 24 hour care the rest of his life. With assets “tied up” in the MAPT what can be done?

    In another case, you prepared a gifting plan with a promissory note that was signed by all parties. Then you learn the client failed to tell you about prior gifts, or an asset they didn’t think counted. These are just a few of the unexpected scenarios that will be explored with solutions offered during this session.

    Length: 50 minutes

    Member Price: $125.00 Retail Price: $150.00
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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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Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →