Medicaid Planning

Rhode Island Seminars & Conferences

How Trusts Affect Medicaid Eligibility and Estate Recovery @ This is an Audio Webinar
Mar 20 @ 11:00 am – 2:15 pm

This program is an audio webinar.

scheduled by time zone:

Eastern: 11:00 AM – 2:15 PM

Central: 10:00 AM – 1:15 PM

Mountain: 9:00 AM – 12:15 PM

Pacific: 8:00 AM – 11:15 AM

Program Description

Don’t Let Your Wealth Planning Practices Harm Your Client

Medicaid eligibility and estate recovery rules are complicated, and it’s not always clear what impact planning techniques may have on a client’s benefits and interests in the long run. In this legal program, our knowledgeable faculty will teach you how various trusts and other planning tools impact Medicaid eligibility and estate recovery so you can confidently safeguard your client’s assets without fear of accidentally disqualifying them for Medicaid or putting their assets at risk of recovery. Register today!

  • Know the eligibility requirements for Medicaid – and which services and assets are subject to estate recovery.
  • Learn how you can capitalize on the benefits of revocable trusts – and other trusts – without interfering with your client’s Medicaid eligibility.
  • Examine the advantages and disadvantages of gifting, life insurance and other alternatives to trusts in wealth planning.

Who Should Attend

This essential program is for attorneys. Accountants, financial planners, nursing home administrators, trust administrators/officers, and paralegals may also benefit.

Course Content

  1. Who is Eligible for Medicaid?
  2. Revocable vs. Irrevocable Trust Considerations
  3. How Revocable Trusts Can Interfere with Medicaid Eligibility
  4. Income-Only Trusts in Medicaid Planning
  5. Special Needs Trusts
  6. Medicaid Estate Recovery Summary and Trust Recoverability
Protecting Assets While Qualifying for Medicaid @ Radisson Hotel Providence Airport
Jun 5 @ 9:00 am – 4:30 pm
Program Description

Get the Latest on Medicaid Application and Asset Planning Tactics

Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!

  • Learn what the income eligibility requirements are when applying for Medicaid.
  • Protect your clients’ interests by knowing what’s exempt and what’s not.
  • Employ the most practical and effective asset transfer methods to comply with the spend-down requirement.
  • Explore crisis planning methods to restore Medicaid benefits as quickly as possible.
  • Guide clients through the Medicaid qualification process by knowing what’s involved.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

  • Attorneys
  • Nursing Home Administrators
  • Social Workers
  • Geriatric Care Managers
  • Trust Officers
  • Accountants and CPAs
  • Estate and Financial Planners
  • Paralegals

Course Content

  1. Applying for Medicaid – The Four Eligibility Requirements
  2. Pre-Need Asset Planning
  3. Crisis Planning and Assistance
  4. Trust-Based Medicaid Planning in Detail
  5. Using Special Needs Trusts – Sample Trust Review
  6. Applied Legal Ethics