Audio CD + Course Book

Medicaid Lookback Rules and Planning

Audio CD + Course Book

Copyright Date:

April, 2018

Product ID#:

78757CDRA

Audio + Course Book

Credit Information

Choose State:



From Event: Medicaid Lookback Rules and Planning, held April 2018.

Program Description

The requirements for Medicaid eligibility are strict, and protective planning for the at-home spouse or other beneficiaries is tricky. How does your understanding of Medicaid planning stack up? Get the answers you need about this complex area of practice - order today!

Course Content

  1. The Lookback Period and Qualifying Asset Transfers Rule
  2. Asset Conversion From Non-Exempt to Exempt
  3. Irrevocable Trusts in Medicaid Planning
  4. Legal Ethics
  5. Penalty Period for Improper Transfers

Continuing Education Credit

Continuing Legal Education

Credit Hrs State Credit Approval Expiration
CLE 6.00 KS * 04/29/2019
CLE 6.00 MO 04/30/2020

* denotes specialty credits

Agenda / Content Covered

  1. THE LOOKBACK PERIOD AND QUALIFYING ASSET TRANSFERS RULE
    9:00 - 10:15, Stacey L. Janssen
    1. The Lookback Rule
    2. Gifts
    3. Intrafamily Loans
    4. Marital Deductions and Exceptions
    5. Reverse Half-Loaf with Medicaid-Compliant Annuity - Is it Still a Valid Approach?
    6. Transferring Real Property
  2. ASSET CONVERSION FROM NON-EXEMPT TO EXEMPT
    10:30 - 11:45, Stacey L. Janssen
    1. Loan Repayment
    2. Exempt Asset Purchases
    3. Other Asset Conversion Techniques
  3. IRREVOCABLE TRUSTS IN MEDICAID PLANNING
    12:45 - 2:00, Lynn Bayes-Weiner
  4. LEGAL ETHICS
    2:00 - 3:00, Lynn Bayes-Weiner
    1. Attorney Fees and Engagement Agreements
    2. Effective and Ethical Client Communication
    3. Protecting Client Confidentiality
    4. Conflicts of Interest When Representing Couples
  5. PENALTY PERIOD FOR IMPROPER TRANSFERS
    3:15 - 4:30, Maureen Lester
    1. Calculating the Penalty Period
    2. Preventing the Penalty Period
    3. Handling Unexpected Income to Protect Eligibility
    4. Partial Months of Ineligibility
    5. Monthly Maintenance Need Allowance (MMMNA) for Community Spouse

LYNN BAYES-WEINER is an attorney with the Law Offices of Jay Thomas, P.A. Her practice areas include elder law, estate planning and special needs, as well as litigation in these fields. Most recently, she was the winner of the 2012 Kansas City Estate Planning Symposia Prize in Taxation for her paper entitled "History Lessons from a So-Called 'Death Tax': Making the Case for the Federal Estate Tax." She was the articles and symposia editor for the UMKC Law Review for whom she also wrote "Family Broils and Private Terror: A Gender-Neutral, Psychologically-Based Approach to Domestic Violence and Asylum Law." She is a member of the National Academy of Elder Law Attorneys, the Kansas City Metropolitan Bar Association, and The Missouri Bar Subcommittee on Digital Assets. With her legal expertise, a master’s degree in counseling from Shippensburg University of Pennsylvania, and as a licensed clinical professional counselor, she is well equipped to assist people of all ages and life situations in her areas of practice.

STACEY L. JANSSEN is an of counsel attorney with Dysart Taylor Cotter McMonigle & Montemore, P.C., practicing in the areas of estate planning, probate administration, fiduciary litigation, elder and disability law, in both Kansas and Missouri. Ms. Janssen co-founded the Kansas Elder Law Hotline, which continues to serve thousands of Kansans and their families yearly. Ms. Janssen served as an intern supervisor and guest lecturer for the University of Kansas Elder Law Clinic and co-authored the adult care homes chapter of the Kansas Bar Association’s Long-Term Care Handbook. Ms. Janssen is a frequent speaker at community and continuing legal education event speaking on the topics of estate planning, Medicaid, patient rights and ethics. She is a member of the Estate Planning Society of Kansas City, Johnson County Bar Association Board of Directors, chair of the Johnson County Probate Bench Bar Committee, member of the Elder and Disability Issues and Legal Aid committees of the Kansas Bar Association, a member of the Kansas Bar Association, The Missouri Bar, the Johnson County Bar Association, the Kansas Women Attorneys Association, the Kansas City Metropolitan Bar Association, the National Academy of the Elder Law Attorneys and a founding member and officer in the Kansas Chapter of the National Academy of Elder Law Attorneys. She also serves as a volunteer and board member for several area faith-based and nonprofit agencies. Ms. Janssen has a B.A. degree from the University of Kansas, and earned her J.D. degree from the University of Kansas.

MAUREEN LESTER is an attorney with Shepherd Elder Law Group, LLC, where her focus is on elder law. Ms. Lester is an accredited VA attorney by the U.S. Department of Veterans Affairs. She is a member of the National Academy of Elder Law Attorneys (NAELA) and has been elected to the Board of Directors for the Missouri Chapter. She is an active member of the New & Transitioning Attorneys committee. Ms. Lester earned her undergraduate degree from the University of Missouri and her Juris Doctorate degree from UMKC School of Law.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com

Accreditation Details:

Continuing Legal Education

KS CLE: 6.00 Credit Approval Exp
04/29/2019
Includes - Ethics: 1.00
Approved by the Kansas Continuing Legal Education Commission for 6.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit. No more than 6.0 hours of prerecorded format CLE may be earned in one compliance period.


MO CLE: 6.00 Credit Approval Exp
04/30/2020
NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 6.0 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.


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How To Order

Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702