Introduction to Medicaid and Estate in Elder Law Webinar

Introduction to Elder Law

• Overview of the field and its significance
• Demographics and the growing need for elder law expertise

Navigating Medicaid Planning

• Understanding Medicaid eligibility criteria
• Strategies for asset protection while qualifying for Medicaid
• Common pitfalls to avoid in Medicaid planning

Medicaid Application Process

• Step-by-step guide to applying for Medicaid
• Document requirements and best practices
• Dealing with Medicaid denials and appeals

Medicaid Annuities

Estate Planning Essentials for Elder Law

• The role of estate planning in elder law
• Wills, trusts, and other key estate planning tools
• When and when not to use the Irrevocable Trust

Special Needs Planning

• Understanding the unique needs of clients with disabilities
• Creating special needs trusts
• Coordination of government benefits and private resources

Advanced Strategies and Case Studies

• Real-world case studies highlighting complex elder law scenarios
• Advanced techniques for preserving assets and qualifying for Medicaid
• Creative estate planning solutions

Q&A and Closing Remarks

• Open floor for questions and discussion
• Resources for further learning and support