Medicaid Planning and Veterans’ Benefits Planning

$195.00

Live Broadcast on October 11, 2018

CLE Credits earned: 2 GEN

Both Medicaid and the Veterans Administration have extremely stringent financial and legal requirements in order to qualify for benefits. So strict are the requirements that many applicants who desperately need assistance never get it, in large part because there are so few attorneys who practice in this growing area of Elder Law and Benefits Planning. Attend this seminar and learn to be part of the solution to helping your clients navigate the maze of Medicaid and Veterans Pension benefits. This Continuing Legal Education course will give you guidance on using asset protection trusts to help future claimants qualify for Medicaid and Veterans Pension assistance, and will also provide a look at some advanced strategies to help clients get Medicaid benefits that don’t involve using trusts.

This course is co-sponsored by the Federal Bar Association.

Key topics to be discussed:

•   Determine which assets are countable and how they can be made exempt
•   Learn what the income eligibility requirements are
•   Establish exactly what limitations are placed on asset transfers
•   Deepen your knowledge of transfer penalty provisions
•   Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan

Date / Time: October 11, 2018

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 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 7 business days after the original recording date and are view-able for up to one year.

All Access Pass: Before you buy, access this class and all other myLawCLE programs, over 120 new live classes every year, for only $69 dollars per month. Purchase the All Access Pass first. Click here for more information.

Clear

Original Broadcast Date: October 11, 2018

Evan Farr, Esq. received his undergraduate degree in Psychology from the University of Pennsylvania in 1984 and his law degree from the College of William & Mary in 1987. Evan is widely recognized as one of the leading Elder Law, Estate Planning, and Specials Needs attorneys in Virginia, DC, and Maryland, and one of foremost experts in the Country in the field of Medicaid Asset Protection and related Trusts. Evan has been quoted or cited as an expert by numerous sources, including the Washington Post, Newsweek Magazine, Northern Virginia Magazine, Trusts & Estates Magazine, The American Institute of Certified Public Accountants, and the American Bar Association, and has been featured as a guest speaker on television and numerous radio shows, including Fairfax County TV Channel 16, WTOP Radio, and Washington Post Radio.

Evan has been named by SuperLawyers.com as one of the top 5% of Elder Law and Estate Planning attorneys in Virginia every year since 2007, and in the Washington, DC Metro Area every year since 2008. Since 2011, Evan has annually been named by Washingtonian Magazine as one of the top attorneys in the DC Metropolitan area, by Northern Virginia Magazine as one of the top attorneys in the Northern Virginia area, Virginia Lawyers Weekly among the “Leaders in the Law”, and by Newsweek Magazine as one of the top attorneys in the country.

AV-Rated by Martindale-Hubbell and listed in Best Lawyers in America, Evan is a nationally renowned author and frequent educator of attorneys across the U.S. As an expert to the experts, Evan has educated tens of thousands of attorneys across the country through speaking and writing for numerous national legal organizations such as the National Academy of Elder Law Attorneys, the American Law Institute-American Bar Association, the National Constitution Center, myLaw CLE, the National Business Institute, the Virginia Academy of Elder Law Attorneys, the Virginia Bar Association, Virginia Continuing Legal Education, and the District of Columbia Bar Association.

His publications include 4 National Best Selling books in the field of Elder Law: How to Protect Your Assets From Probate PLUS Lawsuits PLUS Nursing Home Expenses with the Living Trust Plus™ ; the Nursing Home Survival Guide, which provides valuable information and guidance to families dealing with the possibility of nursing home care and struggling to make the best decisions for themselves or their loves ones; and Protect & Defend, which Evan authored along with a host of other top attorneys across the country, and his latest book, Protecting Your Assets from Probate and Long-Term Care: Don’t Let the System Bankrupt You and Your Loved Ones. To learn more about all of Evan’s books, click on the button on the right-hand side of the screen labeled, “Evan’s Books.” Evan has also authored dozens of articles that have appeared in the popular press, and numerous scholarly publications for the legal profession, including two legal treatises published by ALI-ABA and now and available through the American Law Institute: Planning and Defending Asset Protection Trusts and Trusts for Senior Citizens.

Evan has served in numerous leadership positions for local and Statewide Bar Associations and Sections, including: President of the Virginia Academy of Elder Law Attorneys; Chair of the Virginia Bar Association Elder Law Section; Chair of the Fairfax Bar Association Elder Law Section; Co-Chair of the Fairfax Bar Association Wills, Trusts & Estates Section; and Founding Chair of the Fairfax Bar Association Law Practice Management Section.

Using a holistic and proprietary approach, Evan and the Farr Law Firm use a vast knowledge, understanding, and deep respect of the elderly to help their elderly clients and their families preserve dignity, quality of life, and financial security, often by protecting assets in order to become eligible for Medicaid and Veterans Aid and Attendance benefits.

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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Applied MCLE Approvals
myLawCLE seeks approval via application in all other states that are not automatically approved through myLawCLE’s state accreditation. (Some states may take up to 4 weeks to send in final accreditation, however attendees will receive accreditation according to the date the class was taken—the state of VA may take up to 12 weeks.)

Accreditation on Formats: Live Video Broadcasts, “Live” Re-Broadcasts and On-Demand CLEs

Live Video Broadcasts
Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except LA and PA—these two states require in-person attendance to qualify for “Live” CLE credit.

“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: NM and LA.]

On-Demand CLEs
On-demand CLE classes are available 24/7 via the myLawCLE portal. Attendance to these classes is monitored and recorded via our login process and a certificate of completion is issued upon the close of viewing the program. These CLEs can be viewed at anytime and only qualify for self-study CLE credits.

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, CO, CT, FL, GA, ME, MO, MT, ND, NH, NJ, NY, PR, SD and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

myLawCLE Credit Guarantee
Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.

Section I. Medicaid Financial Eligibility Rules

Section II. Medicaid Benefits

Section III. The Lookback Period and Qualifying Asset Transfers Rule

Section IV. Asset Conversion From Non-Exempt to Exempt

Section V. Irrevocable Trusts in Medicaid Planning and Veterans Planning

Section VI. The Ethics of Medicaid Planning

Section VII. Penalty Period for Improper Transfers

Section VIII. Veteran’s Pension (focusing on Aid and Attendance Benefits) Eligibility Rules

Section IX. Where to Find the Relevant Law?

Section X. Structuring Trusts for Medicaid Asset Protection and Veteran’s Asset Protection

Section XI. Practice Tools