Friday, September 28, 2012
On Wednesday, October 17, 2012, the ALI-ABA is hosting a CLE entitled Practical Medicaid Planning: Advising Your Clients. The CLE will be from 1:00 p.m. to 2:30 p.m. Eastern and is offered via telephone seminar or audio webcast. You will learn the following:
This 90 minute audio-only program will explore various topics related to Medicaid and planning for Medicaid, including (but not limited to):
- Significance of payment of debts and expenses
- The community spouse resource allowance
- Transfer rules
- Distributions from inter-vivos trusts
- Tax issues in elder law
- Why you must read Medicaid not as a trust and estates lawyer but from the point of view of public benefits.
Though primarily designed for estate planning attorneys, tax lawyers and other professionals handling Medicaid issues will benefit from this program, which is co-chaired by Mark Levin of the Law Office of Mark Levin in Roseland, New Jersey, and Leonard Pasculli of Hollander, Strelzik, Pasculli, et al. in Newton, New Jersey.
Please click here for more information.