CLE on Medicaid Lookback Rules and Planning

The National Business Institute is holding a conference entitled, Medicaid Lookback Rules and Planning, which will take place on Monday, May 07, 2018 at The Cornhusker in Lincoln, NE. Provided below is a description of the event:

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