Medicaid Lookback Rules and Planning
Monday, April 30, 2018
9:00 AM - 4:30 PM
12601 W. 95th St
Lenexa, KS 66215
$349 / Each Additional
Registration Includes Course Book
Continuing Legal Education
- KS CLE - 7.00
- MO CLE - 7.20
CPE for Accountants
- CPE for Accountants/NASBA - 7.00
- Financial Planners - 7.00
Make Certain Your Clients' Long Term Care Needs Are Met
The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today!
- Determine which assets are countable and how they can be converted.
- Learn what the income eligibility requirements are.
- Establish exactly what limitations are placed on asset transfers.
- Protect your clients' interests by knowing what's exempt and what's not.
- Deepen your knowledge of transfer penalty provisions.
- Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
Who Should Attend
This intermediate level program addresses key questions involved in elder planning and is designed for attorneys. It will also benefit accountants, estate and financial planners, life care planners, and paralegals.
- The Lookback Period and Qualifying Asset Transfers Rule
- Asset Conversion From Non-Exempt to Exempt
- Irrevocable Trusts in Medicaid Planning
- Legal Ethics
- Penalty Period for Improper Transfers
Continuing Education Credit
Continuing Legal EducationCredit Hrs State
CLE 7.00 - KS*
CLE 7.20 - MO*
Financial Planners – Financial Planners: 7.00
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *
* denotes specialty credits
Agenda / Content Covered
- THE LOOKBACK PERIOD AND QUALIFYING ASSET TRANSFERS RULE
9:00 - 10:15, Stacey L. Janssen
- The Lookback Rule
- Intrafamily Loans
- Marital Deductions and Exceptions
- Reverse Half-Loaf with Medicaid-Compliant Annuity - Is it Still a Valid Approach?
- Transferring Real Property
- ASSET CONVERSION FROM NON-EXEMPT TO EXEMPT
10:30 - 11:45, Stacey L. Janssen
- Loan Repayment
- Exempt Asset Purchases
- Other Asset Conversion Techniques
- IRREVOCABLE TRUSTS IN MEDICAID PLANNING
12:45 - 2:00, Lynn Bayes-Weiner
- LEGAL ETHICS
2:00 - 3:00, Lynn Bayes-Weiner
- Attorney Fees and Engagement Agreements
- Effective and Ethical Client Communication
- Protecting Client Confidentiality
- Conflicts of Interest When Representing Couples
- PENALTY PERIOD FOR IMPROPER TRANSFERS
3:15 - 4:30, Maureen Lester
- Calculating the Penalty Period
- Preventing the Penalty Period
- Handling Unexpected Income to Protect Eligibility
- Partial Months of Ineligibility
- 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:
Continuing Legal Education
National Association of State Boards of Accountancy