This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
Navigating Medicaid’s complex eligibility rules is critical for attorneys advising aging clients and their families. This essential CLE program offers a comprehensive overview of the Medicaid lookback period and its implications for asset protection and long-term care planning.
Participants will:
- Gain practical knowledge of the five-year lookback rule
- Understand how asset transfers are evaluated
- Identify the penalties that may result from improper planning
- Identify exceptions to the five-year lookback rule
The course will also explore permissible strategies for preserving assets, including irrevocable trusts, annuities, caregiver agreements, and spousal protections. Emphasis will be placed on proactive planning and real-world case examples to help practitioners craft legally sound and effective plans.
Recorded in August 2025.
Faculty
Erik D. Spurlin, Esq., LLM, CELA
Erik D. Spurlin, Esq., LL.M., CELA, is the founder and principal attorney of Battlefield Estate & Elder Law in Gettysburg, Pennsylvania, serving clients throughout Central Pennsylvania. His practice focuses on estate planning and administration, elder law, long-term-care and Medicaid planning, guardianships, special needs planning, fiduciary matters, and related tax issues. He is a Certified Elder Law Attorney and a frequent lecturer for the Pennsylvania Bar Institute. Mr. Spurlin earned his J.D., cum laude, from Temple University Beasley School of Law and his LL.M. in Taxation, with distinction, from Temple, where he also earned a Graduate Certificate in Estate Planning. He was the sole recipient of the Joseph Price Memorial Award for Outstanding Achievement in Tax Law. He earned both his bachelor’s and master’s degrees, summa cum laude, from Arizona State University. Mr. Spurlin is a member of the National Academy of Elder Law Attorneys, the Pennsylvania Association of Elder Law Attorneys, the Elder Law Section of the Pennsylvania Bar Association, and the Estate Planning and Probate Section of the York County Bar Association.
Carol Sikov Gross, Esq., CELA
Ms. Sikov Gross is the managing partner in the Pittsburgh law firm of Sikov and Love, P.A. She is a certified elder law attorney (CELA) through the National Elder Law Foundation as authorized by the Supreme Court of Pennsylvania and was admitted as an ACTEC Fellow in 2012. In 1998, Ms. Sikov Gross became the founding chair of the Elder Law Committee of the Allegheny County Bar Association (ACBA). She is a past chair of the ACBA Probate and Trust Law Section Council. Ms. Sikov Gross is a member of the National Academy of Elder Law Attorneys (NAELA). She is a past Vice President of the Pennsylvania Association of Elder Law Attorneys (PAELA) and has served on the Pennsylvania Bar Association (PBA) Elder Law Section Council. She writes for the Pittsburgh Legal Journal. Ms. Sikov Gross is a frequent speaker for PBI and others as well as for the Osher Lifelong Learning Institutes at Carnegie Mellon University and at the University of Pittsburgh. She has been listed as an elder law attorney in Best Lawyers in America and has been selected for inclusion in Pennsylvania Super Lawyers®.
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Related Courses
Elder Law in Pennsylvania, 5th Edition
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- Start Date:2019-06-30 20:00:00
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- Topics:Elder