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What Every Estate Planning Attorney Should Know About Medicaid Eligibility 2022

Product ID: CA3349D
Presented By: State Bar of Wisconsin PINNACLE

This program is an excerpt from the 42nd Annual Estate Planning Update.

It’s all part of the plan

The cost of long-term care is continually on the rise, but few people have adequate funding for the care that may be necessary. Complicating matters, the eligibility requirements for Medicaid have become more complex and difficult to navigate. That’s why careful Medicaid planning is crucial to ensuring your clients get the care they need. 

At What Every Estate Planning Attorney Should Know About Medicaid, you’ll gain insight on the best ways to approach Medicaid planning. Ensuring your clients are eligible for Medicaid should be top-of-mind, and presenter Mark D. Munson will offer seasoned guidance on:

  • Medicaid eligibility standards
  • How various types of assets are classified
  • Tax consequences
  • Asset transfer rules
  • Medicaid estate recovery
Read More ↓

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Non-Member $139.00

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This program is an excerpt from the 42nd Annual Estate Planning Update.

It’s all part of the plan

The cost of long-term care is continually on the rise, but few people have adequate funding for the care that may be necessary. Complicating matters, the eligibility requirements for Medicaid have become more complex and difficult to navigate. That’s why careful Medicaid planning is crucial to ensuring your clients get the care they need. 

At What Every Estate Planning Attorney Should Know About Medicaid, you’ll gain insight on the best ways to approach Medicaid planning. Ensuring your clients are eligible for Medicaid should be top-of-mind, and presenter Mark D. Munson will offer seasoned guidance on:

  • Medicaid eligibility standards
  • How various types of assets are classified
  • Tax consequences
  • Asset transfer rules
  • Medicaid estate recovery
Read More ↓

Mark D. Munson practices with Ruder Ware, L.L.S.C. in Wausau. He is a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation the only organization accredited by the American Bar Association for the certification of elder law attorneys in the United States. He is also an accredited attorney by the Veterans Administration. Mark is very active within the professional elder law community. He is a member of the National Academy of Elder Law Attorneys (NAELA) including its Wisconsin Chapter. He serves on NAELA’s steering committee for the tax section and he is a member of NAELA’s trusts and special needs section.

  • Receive an overview of what Medicare and Medicaid cover and how they work
  • Understand the eligibility requirements for Medicaid for both married and single individuals
  • Explore how gifting and divestment of assets impacts eligibility
  • Know the circumstances under which Medicaid may seek to recover funds from an estate
  • Estate planners
  • Elder and special needs lawyers
  • General practitioners

What to Do When Your Wisconsin Client is Moving to a Separate State is another part of our Estate Planning Essentials Series. These excerpts from the 42nd Annual Estate Planning Update are designed to guide you through two key elements of estate planning practice. Attend both Estate Planning Essentials webcasts or pick and choose – it’s all up to you!

Poor time management

By Celeste Gibson on 7/13/2022

Format: Webcast seminar

The speaker was knowledgeable and the outline was good. However, he started out by saying that he usually runs over time. He proceeded to waste time by talking about Medicare, which was off topic. As a result he did not have time to cover divestments and estate recovery. Then he said he warned us that he would run out of time, as if that makes it OK. I am disappointed that I didn't meet my learning objectives. Also, the description of this webcast promises more than it delivers, due to poor time management.

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Customer Reviews

Poor time management

By Celeste G on 7/13/2022

Format: Webcast seminar

The speaker was knowledgeable and the outline was good. However, he started out by saying that he usually runs over time. He proceeded to waste time by talking about Medicare, which was off topic. As a result he did not have time to cover divestments and estate recovery. Then he said he warned us that he would run out of time, as if that makes it OK. I am disappointed that I didn't meet my learning objectives. Also, the description of this webcast promises more than it delivers, due to poor time management.