Medicaid & Health Planning Update 2023
Navigate the always-changing, complex world of Medicaid planning and nursing home residents’ rights issues
- Product Number: 2230142P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Perhaps you are interested in helping your clients obtain Medicaid benefits to pay for their long-term care costs. Or perhaps you have a client in an assisted living facility or nursing home that is being threatened with eviction or is being pressured to sign an unfair admission contract. How do you properly advise your elderly clients and their family members in dealing with these complex issues, when the law changes so fast that you haven’t yet had time to memorize even the existing Medicaid regulations?
The federal Medicaid statute and MassHealth state regulations may seem clear, but elder law practice is truly a trap for the unwary practitioner, with changes to acceptable planning strategies being made randomly and without a formal rule-making process. Challenges to Medicaid planning are not only limited to irrevocable trust denials but have been expanded by the agency to include challenges to the use of spousal annuities, transfers to disabled children, and estate recovery litigation.
This session teaches you skills and techniques you need to help your clients properly prepare and plan for long-term care, as well as important last-minute techniques to obtain Medicaid eligibility. The experts explore recent case law, relevant regulatory updates, and recent MassHealth challenges from irrevocable trusts to annuity rules. Learn how to defend against such challenges in the application and appeal process. Familiarize yourself with the rights bestowed upon residents in nursing homes and assisted living facilities so that you can help your clients safeguard themselves against unlawful facility admission contracts.
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Agenda
Agenda & Materials
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9:30 - 9:40 am
Use of Acronyms and Abbreviations in Estate Planning
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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3:45 - 4:00 pm
Break (opportunity for Q&A)
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9:40 - 9:50 am
Commonly Used Acronyms for Trust Instruments and Other Planning Vehicles
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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4:00 - 4:45 pm
Review of Recent Case Law Concerning Important Developments in the Medicaid Planning World That Every Practitioner Must Know
on demand video Add to Cart -
10:10 - 10:20 am
Commonly Utilized Tax Form References
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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4:45 - 5:00 pm
"Ask the Experts" Q&A Session and Key Takeaways
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9:50 - 10:00 am
Commonly Used Acronyms and Abbreviations for Corporate Entities
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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9:50 - 10:00 am
Commonly Used Acronyms and Abbreviations for Corporate Entities
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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10:00 - 10:10 am
Commonly Used Acronyms for Professional Designations
on demand video Add to CartLaurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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10:20 - 10:30 am
“Ask the Experts” Q&A Session
Laurel M. Millette, Esq., Transitions Law LLC , Concord
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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- Faculty