Advanced Medicaid Planning 2023

Agenda / Content Covered

1. Medicaid Eligibility Rules Update
   10:00 - 10:45, Rachael A. Houck
2. Asset Protection Planning
   10:45 - 11:45, Daniel J. Jurkovic
   1. Exempt Assets and Resource Limits
   2. Transfers of Assets and Gifting
   3. Trusts (Revocable, Irrevocable, Special Needs)
   4. Annuities and Promissory Notes
   5. Life Estates and Personal Service Contracts
   6. Case Studies and Best Practices
3. Income Planning Tactics
   12:00 - 1:00, Daniel J. Jurkovic
   1. Pooled Income Trusts
   2. Miller Trusts
   3. Spousal Recusal
   4. Income-Only Trusts
   5. Case Studies and Best Practices
4. Real Estate Planning Approaches
   1:30 - 2:15, Brianna V. Keller
   1. Primary Residence Exemptions
   2. Transfer on Death Deeds
   3. Life Estates and Remainder Interest
   4. Special Needs Trusts and Real Estate
   5. Snowbirding and Property in Other States
   6. Case Studies and Best Practices
5. Planning for Married Couples
   2:15 - 3:00, Ethan A. Welch
   1. Spousal Impoverishment Rules
   2. Community Spouse Resource Allowance
   3. Gifting and Transfers Between Spouses
   4. Use of Trusts
   5. Case Studies and Best Practices
6. Estate Planning and Tax Implications of Medicaid Planning
   3:15 - 4:00, Ethan A. Welch
7. Legal Ethics
   4:00 - 5:00, Rachael A. Houck
   1. Client Capacity Issues
   2. Engagement Agreements
   3. Attorney-Client Relationship
   4. Conflicts of Interest
   5. Data Security and Confidentiality

Accreditation Details:

Rachael A. Houck is an owner and attorney with the law firm of Houck Menninger Law, LLC. She has been a licensed and practicing attorney in the state of Ohio since 2004. Ms. Houck spent 14 years in litigation before finding her true calling as an elder law attorney and counselor. Since dedicating her practice full-time to elder law, she has earned the title and distinction of being a certified elder law attorney (CELA) by the National Elder Law Foundation. Ms. Houck is a member of the National Academy of Elder Law Attorneys, Ohio State Bar Association and Columbus Bar Association. She earned her B.A. degree, summa cum laude, from the University of Dayton and her J.D. degree from The Ohio State University Michael E. Moritz College of Law.

Daniel J. Jurkovic is a solo practitioner located in Rutherford, New Jersey, whose practice is concentrated in the areas of elder law, guardianship, disability planning and estate planning. He has been granted the title of certified elder law attorney by the National Elder Law Foundation. This certification has been approved by the New Jersey Supreme Court and accredited by the American Bar Association. Recently, Mr. Jurkovic represented the Guardianship Association of New Jersey, Inc. (GANJI) and the National Academy of Elder Law Attorneys-N.J. (NAELA-NJ) as amicus parties before the New Jersey Supreme Court in the matter of Thomas Saccone v. Board of Trustees, Police and Fireman's Retirement System, and previously served as lead attorney on the amicus curiae brief submitted to the New Jersey Supreme Court in the matter of In Re Keri. Mr. Jurkovic earned his B.S.B.A. degree from Thomas Edison State College, his M.S. degree in labor relations from Cornell University and Baruch College and his J.D. degree and a certificate in health law policy from Pace University School of Law.

Brianna R. Keller is an attorney with Rhoades McKee. She is an estate planning and probate litigation attorney. Ms. Keller prepares wills, navigates tax issues, establishes guardianships and conservatorship, and implements powers of attorney. She earned her B.A. degree, cum laude, from Loyola University Chicago; and her J.D. degree, cum laude, from Michigan State University College of Law. 

Ethan A. Welch is an attorney with Hickman Lowder Lidrbauch & Welch Co., L.P.A., where he practices in the areas of elder law, special needs planning, estate planning, Medicaid planning, guardianship, and probate. Mr. Welch graduated, magna cum laude, from Bowling Green State University; and earned his J.D. degree from Ohio Northern University. He is a member of The National Academy of Elder Law Attorneys (NAELA), the Ohio State Bar Association, and the Cleveland Metropolitan Bar Association.