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Drafting Successful Medicaid Trusts

Expert advice on withstanding MassHealth scrutiny

  • Product Number: 2190032P01
  • CLE Credits, earn up to:
    4 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description

    Creating an effective Medicaid trust requires not only a deep understanding of trust law, but also an understanding of the related areas of estate and tax planning. You need to know how to draft trust terms that will get approved—not always an easy task when it seems unclear what the state will—and will not—allow. Using the right language and key terms is vital—and more challenging than ever.

    This program provides highly-practical, expert advice on how to draft trust provisions that withstand MassHealth scrutiny. Sophisticated practitioners delve into all aspects of Medicaid trusts, and closely analyze what the state challenges and approves. They cite specific cases as examples, so you learn what triggers red flags and how to handle inconsistencies. The faculty also explore the use of life estates and the related gift, estate, and income tax consequences associated with them. In addition, they teach you how to draft around arguments—if needed—when creating irrevocable trusts. You come away with an in-depth understanding of how Medicaid trusts work—and clear drafting guidelines you can use right away in your practice.

  • Agenda

    Agenda & Materials

    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.

  • Faculty

    Chair

    Todd E. Lutsky, Esq., Cushing & Dolan, PC, Waltham

    Faculty

    Leo J. Cushing, Esq., Cushing & Dolan, PC, Waltham
    Lisa M. Neeley, Esq., Rubin and Rudman LLP, Boston
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