Essential knowledge of Medicaid asset planning strategies is a must-have for all professionals who work with aging and disabled clients and their families. This practical course will give you the knowledge and skills you'll need to help clients protect assets while qualifying for Medicaid and guard against accidental loss of benefits. Register today!
Clarify eligibility criteria and dispel common myths about Medicaid planning.
Learn how to use asset purchases and transfers to qualify ahead of time.
Get practice tips for crafting legally compliant and effective Medicaid qualifying trusts.
Determine whether your client needs a special needs trust and how to draft it for greatest impact.
Come away with real-life emergency planning techniques for when nursing home care is imminent.
Qualifying for Medicaid: Eligibility Criteria
Planning Ahead: Gifts, Exempt Purchases and Asset Transfers
Medicaid Qualifying Income Trusts
Special Needs Trusts: Protecting Benefits While Providing for Beneficiary Expenses
CARA M. CHITTENDEN is an attorney at Rebecca W. Geyer & Associates, P.C. She practices primarily in the areas of estate planning, estate administration and elder law. Ms. Chittenden earned her bachelor’s degree in public health from Indiana University, and her J.D. degree from the Indiana University Robert H. McKinney School of Law. She is a member of the Indianapolis Bar Association’s Estate Planning and Administration Section and a member of the Indiana State Bar Association, including its Probate, Trust & Real Property Section and its Elder Law Section.
STEPHEN P. GRIEBEL is the principal at Griebel Law Office LLC, in Churubusco, Indiana. Mr. Griebel practices in the areas of estates and Medicaid planning. He earned his B.A. degree from Indiana University, Bloomington and his J.D. degree from the University of Michigan in Ann Arbor. He is a member of the Indiana State Bar Association (Elder Law Section) and Allen County Bar Association (Probate Section).
MIRANDA R. RICHARD advises clients in the transitions of life (and the moments in between). Her firm focuses on estate planning, legacy planning, long-term care planning (including Medicaid Pre-Planning and Medicaid Crisis Planning), and probate and guardianship matters. Ms. Richard is also a Veterans Affairs accredited attorney and assists clients with overlaying Veterans Affairs Aid & Attendance benefits with long-term care Medicaid benefits where appropriate and applicable. Ms. Richard practiced as a deputy prosecutor in Hendricks County, Indiana, for the first five years after her admission as an attorney, but she found herself navigating to the same care-centered path she grew up surrounded by. She practiced for seven years as an elder law focused attorney at Dillman Law Group, which later became Applegate & Dillman Elder Law. Ms. Richard founded her own firm in September 2020 in order to serve clients in a way that provides her own level of value to their experiences. She graduated from Indiana University - Indianapolis with a B.S. degree in criminal justice. Ms. Richard obtained her J.D. degree from Indiana University's Robert H. McKinney School of Law.
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