Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused course is dedicated to helping you offer the most current and effective Medicaid planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, and estate recovery rules. Register today!
Hear the latest changes to Medicaid programs and rules.
Clear up out-of-state coverage issues before applying for Medicaid.
Find new ways to transfer assets without risking eligibility.
Determine what assets count as "without saleable value" for purposes of qualified transfers.
Walk through the Medicaid application, hearing and appeal steps; and get tips on speeding up the process.
Prevent malpractice with legal ethics guidance tailored to Medicaid practice challenges.
Make better use of waivers and estate recovery exemptions.
Is Medicaid Right for Your Client?
Excluded vs. Countable Assets
Qualifying Asset Transfers: Which Techniques Work
Application Process, Appeals and Post-Eligibility Issues
JAMES R. BARNES is a shareholder of Burke & Casserly, P.C., where he practices in elder law, trusts and estates, special needs planning, business formation and succession planning, and real estate. Mr. Barnes is a member of the New York State Bar Association, where he serves on the Executive Committee of the Elder Law and Special Needs Section. In addition, he is currently the vice-chair of the Association’s Committee on Continuing Legal Education. Mr. Barnes serves on the board of directors for The New York Bar Foundation, a not-for-profit organization dedicated to aiding charitable and educational projects to meet the law-related needs of the public and legal profession. He received his J.D. degree from Wake Forest University School of Law and his B.A. degree, summa cum laude, from the State University of New York at Binghamton.
MICHAEL T. BROCKBANK is a sole practitioner in Schenectady, New York, where his practice is concentrated in the areas of wills, trusts, and estates. Mr. Brockbank is the former chief clerk of Schenectady County Surrogate's Court, and former president of the NYS Surrogate Court Chief Clerk's Association. He is a former adjunct professor for the State University of New York-Albany. Mr. Brockbank earned his B.A. degree from Cornell University and his J.D. degree from the Albany Law School of Union University. He is a member of the New York State and Schenectady County bar associations.
KYLE STELLER is an attorney with Mackey Butts & Wise LLP, where she handles all matters relating to elder law, trusts, estate planning and administration, Medicare and Medicaid benefits, guardianship proceedings under Article 81 of the Mental Hygiene Law and Article 17A of the Surrogate’s Court Procedure Act, and drafting and administration of special needs trusts. Ms. Steller is a member of the Dutchess County Bar Association, New York State Bar Association, Mid-Hudson Women’s Bar Association and is a member of the Board of Directors for the Hudson Valley Estate Planning Council. She has been selected for the New York Law Journal Forty Under 40 Rising Star Award as well as the Dutchess County Bar Association Amee Van Tassell Outstanding Young Lawyer Award. Ms. Steller earned her B.A. and M.B.A. degrees from University at Albany, State University of New York, and her J.D. degree from Western New England University School of Law.
PHILLIP M. TRIBBLE has been practicing law in the Capital District since 1979. He has offices in Clifton Park and Kinderhook, New York. His practice is concentrated in the areas of estate and Medicaid planning, elder law, probate and estate administration, and real estate. Mr. Tribble is a member of the New York State (Elder Law Section and the Trust and Estates Section), Albany County, Columbia County, and the Saratoga County bar associations. He has lectured on elder and Medicaid law for the Elder Law Section of the New York Bar Association; on Medicaid, estate planning, and estate administration for National Business Institute; and he has been a guest speaker on estate planning for the CSEA Union Northern Region. Mr. Tribble earned his B.A. degree from Valparaiso University, his MAR degree from Yale University School of Divinity, and his J.D. degree from Albany Law School.
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