Medicaid Planning: The Complete Toolkit for Attorneys

Agenda / Content Covered

1. Medicaid Planning Overview: Myths vs. Reality
   10:00 - 10:45, Jacqueline M. Reardon
   1. Top Medicaid Myths Dispelled
   2. What Medicaid Covers That Medicare Doesn’t
   3. Categorical Eligibility and Citizenship, Residency, etc.
   4. “Money Follows the Person” (MFP) Home and Community-Based Options
   5. Claimant and Agency Responsibilities
   6. Is Medicaid the Right Option for Your Client? Clarifying Needs
2. Asset/Resource Eligibility
   10:45 - 11:30, Debby Rosenfeld
   1. Countable vs. Excluded
   2. Limits on Specific Types of Assets
   3. Protecting the Family Home, Intent to Return Home
   4. Valuation of Assets for Eligibility Purposes
   5. Asset Conversion Methods and Tactics
3. Income Eligibility and MMNA for the Community Spouse
   11:45 - 12:15, Debby Rosenfeld
4. Transfer Eligibility and the Lookback Period
   12:15 - 1:00, Debby Rosenfeld
   1. Lookback Period and Transfer Penalty
   2. What Transfers Often Trigger the Penalty Period
   3. Protecting the Community Spouse
   4. Exempt Transfers
5. Annuities and Trusts in Medicaid Planning: What Helps and What Actually Ruins Eligibility
   1:30 - 2:15, Catherine E. Lenert
6. Application, Appeals, and Hearing Tips
   2:15 - 3:00, Catherine E. Lenert
   1. Application and Appeals Process
   2. Fair Hearing Procedures and Tactics
7. Post-Eligibility Considerations: Tax Consequences, Estate Recovery, Sudden Windfall, Hardship Waivers, etc.
   3:15 - 4:00, Jacqueline M. Reardon
8. Legal Ethics of Medicaid Planning
   4:00 - 5:00, Michael W. Nalli
   1. Guarding Confidentiality
   2. Attorney Fees and Engagement Agreements
   3. Representing Spouses
   4. Client Capacity and Working With Proxies
   5. Top Client Complaints and How to Avoid Them

Accreditation Details:

Catherine E Lenert is an attorney with Mickey, Wilson, Weiler, Renzi, Lenert & Julian, P.C. where she focuses her practice in elder law, estate planning, guardianship, special needs planning, municipal law, and school law. Ms. Lenert is a member of the Illinois State Bar Association. Ms. Lenert earned her B.A. degree, magna cum laude, from University of Illinois at Urbana-Champaign; and her J.D. degree, with honors, from Chicago-Kent College of Law.

Michael W Nalli is a sole practitioner with Nalli, Elias & Associates, P.C., concentrating his law practice in the areas of estate planning, estate administration and related tax matters, elder law, guardianship, and real estate. He is a member of the Beaver County Bar Association (Mock Trial Committee), the Pennsylvania Bar Association, and the National Academy of Elder Law Attorneys. Mr. Nalli earned his B.A. degree, summa cum laude, from Geneva College and his J.D. degree from Duquesne University.

Jacqueline M Reardon is the principal attorney of the Windsor, Connecticut law office of Jacqueline Reardon Attorney. Since 1990, Ms. Reardon’s practice areas have included estate planning, special needs planning, probate, elder law, and conservatorships. She is a member of the National Association of Elder Law Attorneys (NAELA), the American Bar Association, and a member of PLAN of Connecticut. Ms. Reardon earned her B.A. degree, magna cum laude, at Stonehill College; and her J.D. degree, cum laude, at Suffolk University Law School.

Debby Rosenfeld is an attorney with Ronald Fatoullah & Associates, where she practices in the areas of elder law, estate planning, and real estate. Ms. Rosenfeld is admitted to practice in New York. She lectures as well as writes articles on various elder law issues for both attorneys and laypeople. Ms. Rosenfeld earned her B.A. degree from Barnard College of Columbia University and her J.D. degree from New York University School of Law. She is a member of the New York State and Nassau County bar associations.