Upcoming Event

Introduction to Medicaid and Estate in Elder Law Webinar

This introductory 6-hour training on Medicaid planning and estate planning in elder law will provide attorneys with the knowledge and tools needed to have a strong foundation in this specialized field.
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Morning Session

2.5 Hours

Introduction to Elder Law

  • Overview of the field and its significance
  • Demographics and the growing need for elder law expertise

Navigating Medicaid Planning

  • Understanding Medicaid eligibility criteria
  • Strategies for asset protection while qualifying for Medicaid
  • Common pitfalls to avoid in Medicaid planning

Medicaid Application Process

  • Step-by-step guide to applying for Medicaid
  • Document requirements and best practices
  • Dealing with Medicaid denials and appeals

Medicaid Annuities

Afternoon Session

3.5 Hours

Estate Planning Essentials for Elder Law

  • The role of estate planning in elder law
  • Wills, trusts, and other key estate planning tools
  • When and when not to use the Irrevocable Trust

Special Needs Planning

  • Understanding the unique needs of clients with disabilities
  • Creating special needs trusts
  • Coordination of government benefits and private resources

Advanced Strategies and Case Studies

  • Real-world case studies highlighting complex elder law scenarios
  • Advanced techniques for preserving assets and qualifying for Medicaid
  • Creative estate planning solutions

Q&A and Closing Remarks

  • Open floor for questions and discussion
  • Resources for further learning and support
Please reach out to trisha@theelderlawcoach.com with any questions or remarks on this webinar and we will be happy to answer any questions.