Medicaid & Healthcare Planning Update 2018
Strategies for long-term care and MassHealth eligibility
- Product Number: 2180191P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
Medicaid planning and the ability to obtain MassHealth benefits become more difficult each year. The statutes and regulations may seem clear, but case workers continue to identify flaws in Medicaid plans and they are looking for ways to deny benefits. This program covers a broad range of issues related to MassHealth and Medicaid, from disabled child exceptions to trusts to life estates.
This session teaches you skills and techniques you need to help your clients properly prepare and plan for long-term care while maintaining Medicaid eligibility. Two experts explore recent case law and relevant regulatory updates to give you what you need to know to get your clients the benefits they need.
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Agenda
Agenda & Materials
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9:00 am - 9:05 am
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9:05 am - 9:45 am
Overview of MA Health Financial Eligibilty Rules
on demand video Add to Cart -
9:45 am - 10:15 am
Using Annuitirs for a Single Person and/or Married Couple
on demand video Add to Cart -
10:15 am - 10:30 am
How and When to Use a Testamentary Trust v. Self Settled Trust
on demand video Add to Cart -
10:30 am - 10:45 am
Networking and Refreshment Break
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10:45 am - 11:15 am
Drafting & Reviewing a Typical Medicaid Income Irrevocable Trust
on demand video Add to CartLeo J. Cushing, Esq., Cushing & Dolan, PC , Waltham
Todd E. Lutsky, Esq., Cushing & Dolan, PC , Waltham
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11:15 am - 11:45 am
Recent Challenges to Planning Irrevocable Trusts & Analysis of MA Health's "Uniform Brief"
on demand video Add to Cart -
11:45 am - 12:00 noon
Please Note
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.
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