Practical Medicaid Planning 2019

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Registration Options

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTThu., Jan. 31, 2019
9:00 AM
ENDThu., Jan. 31, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Altoona
Appalachia Intermediate Unit 8 - Altoona Executive Office
4500 6th Ave., Altoona PA, 16602
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Beaver
Beaver County Bar Association
788 Turnpike Street, Beaver PA, 15009
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Greensburg
Westmoreland County Bar Association
129 N. Pennsylvania Avenue, Greensburg PA, 15601
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mansfield
Mansfield University
20 Straughn Drive, Mansfield PA, 16933
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Meadville
Economic Progress Alliance Conf. Ctr. - William J. Douglass Jr. Corp. Conf. Center.
764 Bessemer Street, Ste. 101, Meadville PA, 16335
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Norristown
Cancelled
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19401
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE PRICE
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Scranton
Lackawanna County Bar Association
233 Penn Ave., Scranton PA, 18503
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Stroudsburg
Monroe County Bar Center
913 MAIN STREET, Stroudsburg PA, 18360
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Uniontown
Penn State University Fayette Campus - Eberly Corporate Training Center
Route 119 North, Uniontown PA, 15401
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Warren
Warren Library Association
205 Market St., Warren PA, 16365
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Wilkes-Barre
Kings College
Lane's Lane (off N. Main St.), Sheehy-Farmer Campus Ctr., Wilkes-Barre PA, 18711
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTWed., Jan. 23, 2019
9:00 AM
ENDWed., Jan. 23, 2019
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

Examine 3 Important Topics
Join Matthew Parker and our experienced panel of elder law attorneys as they offer you an overview of three core areas of Medicaid benefits planning. Walk away with a practical resource manual and a good foundation on these issues:

  • Medicaid Basics – Learn eligibility rules, spend-down techniques, asset transfer rules and more.
  • Using Irrevocable Trusts in Pre-Crisis and Crisis Planning – Discover what an irrevocable trust is, how and when to use it, what assets may be placed in it, both pre-crisis and crisis planning tips and helpful drafting suggestions.
  • Medicaid Annuities in Practice – Explore common immediate annuity planning techniques to help your clients qualify for Medicaid using practical case scenarios and calculations. And come away with solid information about spousal annuities as well as “short term” gift and annuity planning.

Who should attend?

Young lawyers, elder law specialists, trust and estate practitioners and anyone dealing with an elderly relative

Program Schedule
9:00 – 10:00 Basic Medicaid Planning
10:00 – 10:30 Using Irrevocable Trusts in Pre-Crisis and Crisis Planning
10:30 – 10:45 Break
10:45 – 11:15 Using Irrevocable Trusts in Pre-Crisis and Crisis Planning (cont’d.)
11:15 – 12:15 Medicaid Annuities in Practice

All attendees will receive the course book as a digital download. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Faculty

NameFirm/Company
Cindy S. Alvear Esq. Julian Gray Associates
Carol Sikov Gross Esq., CELA Sikov & Love
Chari A. Maddren Esq. Anderson Elder Law
Matthew J. Parker Esq., CELA Marshall Parker & Weber LLC (Williamsport)
Karyn L. Seace Esq., LLM, CELA Nescio & Seace LLP
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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