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Live Webcast Program

 
Medicaid Planning & Medicare Set-Asides

Planning opportunities after the Deficit Reduction Act and other recent legislation

Product Number: 2100214WBC
Date(s): Tuesday, 5/18/2010, 8:30 am to 12:30 pm
Location: MCLE Webcast, www.mcle.org
CLE Credits: 3.75 substantive credits, 0 ethics credits

Register | FAQs | Related Products

Product Information: Prior to registering for a webcast, we encourage you to view the demo and conduct a systems check for technical compatibility.

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

If you should miss the live webcast, after a 48-hour blackout period needed to convert it to an archived program, the entire program, along with posted materials, may be viewed for 180 days as per your registration. You will be pushed a post-program email reminder informing you of that option.

Please review FAQs for a more detailed description of MCLE’s webcast service.

Webcast Viewing License: MCLE webcasts are licensed for individual viewing only. If you would like to license an MCLE webcast so that more than one person can view it at the same time, please contact MCLE Customer Service at 800-966-6253 ext. 7 to set up a groupcast.

Why attend?

The Deficit Reduction Act of 2005 was passed in Congress by the narrowest of margins and Massachusetts has issued its own regulations. The Tax Relief and Health Care Act of 2006 has made technical corrections. The impact of these acts on older Americans and individuals with disabilities facing long term care crises is significant. Many of your clients are now facing confusing Medicaid eligibility rules.

This program provides an in-depth and thorough analysis of the new acts, rules and regulations, and the estate planning opportunities that remain, including drafting the Medicaid irrevocable income-only trust. Don't miss this unique opportunity to clarify the ambiguities and to learn how you can serve your clients more effectively.

You will learn...

  • An overview of the 2009 Medicaid eligibility numbers
  • The Lookback Period for all transfers is extended to five years, but when is the "begin date"?
  • Annuity planning: when must the state be named as the remainder beneficiary?
  • Home equity in excess of $750,000 will result in Medicaid ineligibility
  • The community spouse may not be permitted to keep any "excess resources" because income must be attributed before assets, unless a hearing permits the assets to be maintained
  • When will a life estate be a disqualifying transfer
  • What planning techniques remain after the changes
  • Life estates and reverse mortgages
  • How to design an irrevocable Medicaid trust

Agenda and written materials

  • Understanding the Act and Rules and Regulations
  • Impact on the Elderly and Disabled
  • Analysis of Estate Planning Opportunities
  • Sample Trust Documents with Annotations
  • "Ask the Experts" Q&A Session

Faculty

Fees

  • MCLE Sponsor Members ....$195
  • New lawyers admitted to law practice after 2005, pending admittees and law students ....$145
  • All Others ....$225

 
General Information

Product Number: 2100214WBC
Date(s): Tuesday, 5/18/2010, 8:30 am to 12:30 pm
Location: MCLE Webcast, www.mcle.org
CLE Credits: 3.75 substantive credits, 0 ethics credits

Register | FAQs | Related Products

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Audio CD: Medicaid Planning & Medicare Set-Asides
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OnDemand mp3 Recording: Medicaid Planning & Medicare Set-Asides
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OnDemand Webcast: Medicaid Planning & Medicare Set-Asides
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Program Materials: Medicaid Planning & Medicare Set-Asides
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