Medicaid Basics and the Effects of the Pandemic

How has the COVID-19 pandemic affected clients on Medicaid? What about those clients who joined Medicaid during the pandemic? Learn about the latest in Medicaid planning, how to help clients protect assets for individuals on Medicaid, how to effectively handle Medicaid appeals, and how (and when) to fight an appeal.

We will review the administration of non-complex estates, including the probate process, trust administration, distribution of assets, tax issues, and advising the individual fiduciary. Attendees will come away with a knowledge of basic estate and trust administration without weeding through the complexities of estate and gift tax planning and returns.

This session will begin with the basics of straightforward Medicaid planning for spouses in first marriages with children in common. Then we’ll dive into real world problems and tackle: the thorny issues involved with Medicaid planning for second, third, and fourth marriages; considerations to the treatment of caregivers who are not spouses or children; issues with disinheriting spouses in favor of other relationships; and considerations to identifying and protecting client relationships which are not legally recognized.