Mastering Medicaid Spend-Downs, Government & Elder Benefits

$95.00

CLE credits earned: 1 GENERAL (or 1 OTHER for WA state)

Attorneys will learn about Medicaid financial eligibility levels, and different strategies for applicants to spend down assets and income to become eligible for Medicaid long-term care. The Medicaid “look back” and penalty periods for uncompensated transfers, as well as which transfers are considered “exempt,” will be explained. Finally, attorneys will become familiar with various strategies to become Medicaid eligible, including spending down assets and income on care, gifting, transfers to trusts, personal services contracts, and use of a promissory note and gift.

Key topics to be discussed:

• Medicaid financial eligibility requirements.
• “Look back” and penalty periods and exempt transfers.
• Income spend down: spend down on care and use of trusts.
• Assets spend down: gifts, transfers to trusts, personal services contracts, and promissory note and gift.

Date / Time: August 25, 2020

•   2:00 pm – 3:00 pm Eastern
•   1:00 pm – 2:00 pm Central
•   12:00 pm – 1:00 pm Mountain
•   11:00 am – 12:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 24 hours after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.

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Original Broadcast Date: May 15, 2020

Lissett Ferreira is a passionate and committed advocate for families and individuals in transition — from marriage, divorce, and having children to aging, disability, and death. She is a Partner at a boutique civil law firm, Meenan & Associates, LLC, and chairs the firm’s Family/Matrimonial Law and Elder Law practice groups. Her elder law practice encompasses guardianships; estate, Medicaid and special needs planning; trusts and estates; and Medicaid applications.
Prior to starting a solo legal practice in 2013, Ms. Ferreira served for nearly a decade as a principal court attorney for a New York State Supreme Court judge, first in a matrimonial part, and subsequently in an Article 81 guardianship part. In that capacity, she was involved in hundreds of matrimonial and guardianship matters, and developed unique insight and knowledge in these areas of the law. Ms. Ferreira is certified under Part 36 of the Rules of the Chief Judge to serve as court evaluator, counsel to guardian, guardian ad litem, and counsel to an Alleged Incapacitated Person. She also serves as trustee of several supplemental needs trusts.
Ms. Ferreira enjoys lecturing, and has lectured widely at conferences, workshops and trainings organized by, among others, New York Legal Services, the New York State Bar Association, the New York Women’s Bar Association (NYWBA), the New York City Bar Association (NYCBA), Lawline, Rossdale CLE, My Law CLE, and the National Law Institute.
Ms. Ferreira received her A.B. from Brown University, with Honors in Portuguese and Brazilian Studies, and her J.D. from Fordham University School of Law. In between university and law school, Ms. Ferreira was awarded a Fulbright Scholarship for research in Mozambique. At Fordham Law, Ms. Ferreira served as Symposium Editor of the Fordham Law Review for a year, worked as a Summer Associate at the international law firm of White & Case LLP, and published a note entitled Access to Affordable HIV/AIDS Drugs: The Human Rights Obligations of Multinational Pharmaceutical Corporations, 71 Fordham L. Rev. 1133 (2002).
Ms. Ferreira is admitted to practice in the State of New York and the United States District Courts of the Eastern and Southern Districts of New York. She is honored to have the opportunity to serve in leadership positions in various bar associations, including NYWBA, and NYCBA. She serves on the Board of NYWBA, where she is a member of the NYWBA Judiciary Committee, and a co-chair of the NYWBA Elder Law & Disabilities Committee, She also is a member of the NYCBA’s Small Law Firm Committee and Legal Problems of the Aging Committee, and chair of a NYCBA Lawyers’ Networking Group.
Ms. Ferreira publishes a legal blog at nyguardianadvocate.com, that provides information and insights for Article 81 guardians and guardianship professionals in New York.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

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    Live Video Broadcasts

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    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

Reciprocity
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.