Medicaid planning is complex on the best day, but some of the complex issues will have you tearing your hair out. This compact guide from our expert Medicaid planners offers specific guidance on the most difficult aspects of the practice: from the use of trusts to tax implications of Medicaid plans, and more. Deepen your knowledge - register today!
Help clients troubleshoot penalty periods of ineligibility.
Manage the tax implications of Medicaid planning.
Make the best use of SNTs with sample trust language review.
Learn what works in proving the intent to return home.
Explore viable estate recovery defenses.
Who Should Attend
This program is designed for attorneys. It may also benefit accountants, tax professionals, and paralegals.
Trusts in Medicaid Planning
Problem Assets and Past Mistakes
Lookback Penalty Periods and Restoring Eligibility
Complex Post-Eligibility Issues and Estate Recovery
Taxes: 1.00Specialized Knowledge: 2.50
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Advanced level program presented in a group internet-based setting. Accountants should have a basic understanding of Medicaid planning. No advanced preparation is required.Upon completion of this course, attendees should be able to:1. Compare and contrast the tax implications for outright transfers vs. transfers to trusts.2. Explain how irrevocable trusts fit into Medicaid planning.3. Define "penalty period for improper transfers."Field(s) of Study -- Taxes; Specialized Knowledge.
Ronald Fatoullah is the principal of the New York based law firm of Ronald Fatoullah & Associates, where he practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships, and estate administration. Mr. Fatoullah is the current president of the New York Chapter of the National Academy of Elder Law Attorneys. He also serves on the Executive Committee of the Elder Law and Special Needs Section of the New York State Bar Association, the Executive Council of AARP New York, and currently co-chairs the Board of the Alzheimer’s Association Long Island Chapter. Mr. Fatoullah is a partner of AdvicePeriod, a financial planning and wealth management firm where he focuses on strategies to assist high net worth individuals. He is a fellow of the National Academy of Elder Law Attorneys. Mr. Fatoullah earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo, and his J.D. degree from St. John's University School of Law.
Stephen B. Keogh is a partner in the Norwalk law firm of Keogh, Burkhart & Vetter, practicing primarily in elder law and probate law. A magna cum laude graduate of Yale College, Mr. Keogh earned his J.D. degree from Columbia University. He is a member of the Fairfield County, Connecticut, and American bar associations; and the National Academy of Elder Law Attorneys. Mr. Keogh is a member of the Board of Directors of the Connecticut Chapter of the National Academy of Elder Law Attorneys, a member of the Executive Committee of the Elder Law Section of the Connecticut Bar Association, and a past co-chair of the Elder Law Section of the Fairfield County Bar Association. He is also a member of the Community Bioethics Forum, which is sponsored by the Program for Biomedical Ethics at the Yale School of Medicine, and was the first recipient of the Glenn E. Knierim Pro Bono Award, given by the Connecticut Probate Assembly, in April 2012.
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