Live Seminar

Medicaid Lookback Rules and Planning



Monday, April 30, 2018


9:00 AM - 4:30 PM

Product ID#:



Clarion Hotel

12601 W. 95th St

Lenexa, KS 66215


$349 / Each Additional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • KS CLE - 7.00
  • MO CLE - 7.20

CPE for Accountants

  • CPE for Accountants/NASBA - 7.00


  • Financial Planners - 7.00

Program Description

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.

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
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

    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
    10:30 - 11:45, Stacey L. Janssen
    1. Loan Repayment
    2. Exempt Asset Purchases
    3. Other Asset Conversion Techniques
    12:45 - 2:00, Lynn Bayes-Weiner
    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
    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


Accreditation Details:

Continuing Legal Education

KS CLE: 7.00 Includes - Ethics: 1.00
Approved by the Kansas Continuing Legal Education Commission for 7.0 hours of continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.

MO CLE: 7.20 Includes - Ethics: 1.20
NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 7.2 hours of CLE credit, which includes 1.2 hour of ethics, professionalism or malpractice prevention credit.

Financial Planners

N CF: 7.00
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 7.0 hours of CE credit for CFP® Certificants. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Upon completion of this course, attendee will be able to: 1. Recall the lookback requirement built into Medicaid eligibility. 2. List three types of exempt assets. 3. Explain how irrevocable trusts fit into Medicaid planning. 4. Distinguish between ethical and unethical practices. 5. Define "penalty period for improper transfers."

National Association of State Boards of Accountancy

N NAS: 7.00 Includes - Administrative Practice: 6.00
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182.

This is an intermediate level program presented in a group live setting. Accountants should have a basic understanding of Medicaid eligibility and planning. This course will: 1. Recall the lookback requirement built into Medicaid eligibility. 2. List three types of exempt assets. 3. Explain how irrevocable trusts fit into Medicaid planning. 4. Distinguish between ethical and unethical practices. 5. Define "penalty period for improper transfers." Field(s) of Study -- Administrative Practice.

Can't Attend?
Purchase the Recording.


How To Order

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