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
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
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

Faculty

No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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