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Elder Law

Medicaid Planning: The Complete Toolkit for Attorneys

Amy L. McIntyre

December 11, 2026

10:00–5:00 p.m.

National Business Institute, Medicaid Planning: The Complete Toolkit for Attorneys

Register here

NBI Program Description

Long-term care becomes a necessity for most elderly clients, and, short of exorbitant LTC insurance and out-of-pocket expenses, the only reasonable option is Medicaid coverage. Help your clients in need of nursing home coverage ensure Medicaid eligibility without losing the family home and leaving loved ones impoverished. Our experienced faculty will explore excluded assets, useful conversion and transfer techniques, and post-eligibility troubleshooting approaches.

  • Dispel common Medicaid myths and determine whether Medicaid is the right option for your client.
  • Get an update on the current Medicaid eligibility categories and requirements.
  • Come away with a list of excluded assets and ways to maximize the use of the exclusions.
  • Clarify how the lookback requirement works in daily practice and what often triggers penalty periods.
  • Tackle post-eligibility issues like sudden windfall and estate recovery.

Agenda

  • Medicaid Planning Overview: Myths vs. Reality
  • Asset/Resource Eligibility
  • Transfer Eligibility and the Lookback Period
  • Annuities and Trusts in Medicaid Planning: What Helps and What Actually Ruins Eligibility
  • Application, Appeals, and Hearing Tips
  • Income Eligibility and MMNA for the Community Spouse
  • Post-Eligibility Considerations: Tax Consequences, Estate Recovery, Sudden Windfall, Hardship Waivers, etc.
  • Legal Ethics of Medicaid Planning
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