Protect Clients' Assets While Ensuring Eligibility
Long-term care becomes a necessity for most elderly clients, and, short of exorbitant LTC insurance and out-of-pocket expenses, the only reasonable option is Medicaid coverage. Help your clients in need of nursing home coverage ensure Medicaid eligibility without losing the family home and leaving loved ones impoverished. Our experienced faculty will explore excluded assets, useful conversion and transfer techniques, and post-eligibility troubleshooting approaches. Build your skills - register today!
Dispel common Medicaid myths and determine whether Medicaid is the right option for your client.
Get an update on the current Medicaid eligibility categories and requirements.
Come away with a list of excluded assets and ways to maximize the use of the exclusions.
Clarify how the lookback requirement works in daily practice and what often triggers penalty periods.
Tackle post-eligibility issues like sudden windfall and estate recovery.
Medicaid Planning Overview: Myths vs. Reality
Income Eligibility and MMNA for the Community Spouse
Transfer Eligibility and the Lookback Period
Annuities and Trusts in Medicaid Planning: What Helps and What Actually Ruins Eligibility
Catherine E. Lenert is a partner at the Elder Law Center and the Law firm of Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C. in Sugar Grove, Illinois. She graduated from the University of Illinois at Urbana-Champaign (B.A., magna cum laude, 2005), and obtained her law degree from Chicago-Kent College of Law (J.D., 2008). She is a member of the Kane County and Illinois State Bar Associations, and she is a past president of the Illinois Chapter of the National Academy of Elder Law Attorneys, and a current member of the Board of Directors. She has served as a continuing legal education presenter for National Academy of Elder Law Attorneys Illinois Chapter, the Illinois State Bar Association, the Kane County Bar Association, the DuPage County Bar Association, the National Business Institute, and the Illinois Institute for Continuing Legal Education. Catherine began her career by working as a Staff Attorney for the Sixteenth Judicial Circuit. She now focuses her practice in the areas of estate planning, long-term care/Medicaid planning, Probate, and Guardianships, and has more than a decade of experience assisting clients and their families in navigating these important and often complex matters.
Michael W. Nalli is the firm founder of 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), 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, her practice areas have included estate planning, special needs planning, probate, elder law and conservatorships. Ms. Reardon is a member of the National Association of Elder Law Attorneys (NAELA), American Bar Association and a member of PLAN of Connecticut. She earned her B.A. degree, magna cum laude, at Stonehill College and her J.D. degree, cum laude, at Suffolk University Law School.
Eva Schwechter is an attorney with Ronald Fatoullah & Associates where she practices in the areas of Medicaid planning, creating wills and trusts, drafting documents for probate proceedings and Article 81 guardianship petitions. Ms. Schwechter earned her B.A. degree from Yeshiva University's Stern College for Women and her J.D. degree from Hofstra University's Maurice A. Dean School of Law.
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