Medicaid Planning & Trusts

Date: Available 24/7 CLE Credits: 1.5 General

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Course Description

This program was recorded on May 7th, 2019

This course will address the legal and financial aspects of Medicaid Planning and the use of trusts to protect assets from long-term care expenses. We will discuss the various ways to pay for long-term care, Medicaid home care planning, Medicaid nursing home planning, the five year look back, exempt transfers, related tax considerations, and why a Medicaid Asset Protection Trust is typically considered the gold standard for asset protection.

  • Ronald Fatoullah
    Ronald Fatoullah is the principal of the New York based law firm of Ronald Fatoullah & Associates, where he practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships, estate administration and litigation and special needs planning. Mr. Fatoullah serves on the Executive Council of AARP NY. He also currently co-chairs the Board of the Alzheimer’s Association Long Island Chapter, and is the immediate past President of the New York Chapter of the National Academy of Elder Law Attorneys. He also serves on the Executive Committee of the Elder Law and Special Needs Section of the New York State Bar Association. Mr. Fatoullah has the honor of being recognized by Best Lawyers in America since 2007 for Elder Law and Trusts and Estates. He was also just recognized by Super Lawyers with a Platinum Ten-Year Award for New York Metro in Elder Law.

    Contact Ronald Fatoullah
      • 1.5 General Credit
      • ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

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      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. How to pay for long-term care
    2. Long-term care insurance
    3. Medicaid asset and income levels
    4. Medicaid eligibility for community-based care
    5. Medicaid eligibility for institutional care
    6. The Five Year Look-back
    7. Exempt Transfers
    8. Advantages to a Medicaid Asset Protection Trust
    9. Tax concerns
    10. Typical Medicaid Planning Scenarios