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eCourse

Answer Bar: Elder Law and Medicaid Essentials

Contains material from Dec 2021 to Sep 2023

Answer Bar: Elder Law and Medicaid Essentials
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Session 01: Medicaid Update - Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care.

Session 02: What All Estate and Probate Attorneys Need to Know About Medicaid Planning and Drafting - Issue-spotting and discussion highlighting elder law issues for which every estate planner and probate attorney should be on the lookout.

Session 03: The View from 30, 000 feet – Medicaid Myths All Attorney's Should Know - Join Stephanie as she explains Medicaid and Medicare mythbusting and challenges common misconceptions about: MERP, Medicaid, and Medicare, as well as protecting the home and other assets with Transfer on Death Planning and Couples Planning for Medicaid.

Session 04: When Your Client May Have Diminished Capacity - In estate planning and elder law, attorneys often have clients that may be in some stage of diminished capacity. This creates ethical and legal issues for the attorney that can’t be ignored. Explore those issues and ways the attorney can navigate these turbulent waters.

Session 05: Real Estate Issues in Elder Law - Review issues to better protect your clients, including homestead and agricultural exemptions; recent changes; to inspect or not, what could possibly go wrong; easements; and transactions with an affidavit of heirship within four years of date of death. 

Session 06: Role of the Guardian - Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.

Session 07: Alternatives to Guardianship Including Supports and Services - An examination and discussion from the perspectives of the bench and in practice on lesser restrictive alternatives and available supports and services in guardianship. Which work? Which do not? And, how, in every case, the answer is, "It depends."

Session 08: Medicaid Matters and Probate Proceedings - Join Stephanie as she explores how to protect homes from the Medicaid Estate Recovery Program [MERP] through probate proceedings, in addition to understanding the basics of protecting homes from the reach of MERP in the first place. Independent administrations may not always be the best choice, particularly in cases where no statutory waivers apply.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 7.00 | 1.75 ethics
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 4/30/2025

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1. Medicaid Update (Sep 2023)

H. Clyde Farrell, Marilyn G. Miller

0.75 0.00 0.00 0.75
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(mp4)
46 mins
(mp3)
46 mins
(pdf)
43 pgs
(pdf)
13 pgs
Session 1 —46 mins
0.75
Medicaid Update (Sep 2023)

Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care.

Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX

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2. What All Estate and Probate Attorneys Need to Know About Medicaid Planning and Drafting (Sep 2023)

Meredith Ann Sullivan

0.75 0.00 0.00 0.75
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(mp4)
47 mins
(mp3)
46 mins
(pdf)
79 pgs
(pdf)
18 pgs
Session 2 —47 mins
0.75
What All Estate and Probate Attorneys Need to Know About Medicaid Planning and Drafting (Sep 2023)

Issue-spotting and discussion highlighting elder law issues for which every estate planner and probate attorney should be on the lookout.

Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference

Meredith Ann Sullivan, Farrell & Johnson PLLC - Austin, TX

Show session details

3. The View from 30, 000 feet – Medicaid Myths All Attorney's Should Know (Dec 2021)

Stephanie Townsend Allala

1.00 0.00 0.00 1.00
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(mp4)
61 mins
(mp4)
61 mins
(pdf)
20 pgs
Session 3 —61 mins
1.00
The View from 30, 000 feet – Medicaid Myths All Attorney's Should Know (Dec 2021)

Join Stephanie as she explains Medicaid and Medicare mythbusting and challenges common misconceptions about: MERP, Medicaid, and Medicare, as well as protecting the home and other assets with Transfer on Death Planning and Couples Planning for Medicaid.

Originally presented: Nov 2021 The View from 30,000 Feet: Medicaid Myths All Attorneys Should Know

Stephanie Townsend Allala, Townsend Allala, Coulter & Kludt PLLC - El Paso, TX

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4. When Your Client May Have Diminished Capacity (Sep 2022)

John R. McNair, Michele Kosoy Goldberg

0.75 0.75 0.00 0.75 | 0.75 ethics
Preview Materials

Download session materials for offline use

(mp4)
40 mins
(mp3)
40 mins
(pdf)
20 pgs
(pdf)
15 pgs
Session 4 —40 mins
0.75 | 0.75 ethics
When Your Client May Have Diminished Capacity (Sep 2022)

In estate planning and elder law, attorneys often have clients that may be in some stage of diminished capacity. This creates ethical and legal issues for the attorney that can’t be ignored. Explore those issues and ways the attorney can navigate these turbulent waters.

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

John R. McNair, J. McNair Dallas Law P.C. - Dallas, TX
Michele Kosoy Goldberg, Attorney at Law - Bellaire, TX

Show session details

5. Real Estate Issues in Elder Law (Sep 2022)

Rayito O. Stephens

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
45 mins
(pdf)
41 pgs
(pdf)
36 pgs
Session 5 —45 mins
0.75
Real Estate Issues in Elder Law (Sep 2022)

Review issues to better protect your clients, including homestead and agricultural exemptions; recent changes; to inspect or not, what could possibly go wrong; easements; and transactions with an affidavit of heirship within four years of date of death. 

Originally presented: Aug 2022 Estate Planning, Guardianship and Elder Law Conference

Rayito O. Stephens, Rayito O. Stephens Law Offices, PLLC - Pearland, TX

Show session details

6. Role of the Guardian (Sep 2023)

Hon. Polly Jackson Spencer

1.00 0.50 0.00 1.00 | 0.50 ethics
Preview Materials

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(mp4)
59 mins
(mp3)
59 mins
(pdf)
85 pgs
Session 6 —59 mins
1.00 | 0.50 ethics
Role of the Guardian (Sep 2023)

Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.

Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference

Hon. Polly Jackson Spencer, Senior Statutory Probate Judge, Retired - San Antonio, TX

Show session details

7. Alternatives to Guardianship Including Supports and Services (Sep 2023)

Hon. Jason Cox, Nathan Peters

1.00 0.50 0.00 1.00 | 0.50 ethics
Preview Materials

Download session materials for offline use

(mp4)
64 mins
(mp3)
64 mins
(pdf)
12 pgs
Slides
(pdf)
5 pgs
Session 7 —64 mins
1.00 | 0.50 ethics
Alternatives to Guardianship Including Supports and Services (Sep 2023)

An examination and discussion from the perspectives of the bench and in practice on lesser restrictive alternatives and available supports and services in guardianship. Which work? Which do not? And, how, in every case, the answer is, "It depends."

Originally presented: Aug 2023 Estate Planning, Guardianship and Elder Law Conference

Hon. Jason Cox, Harris County Probate Court #3 - Houston, TX
Nathan Peters, Law Offices of Nathan Peters, PLLC - Denton, TX

Show session details

8. Medicaid Matters and Probate Proceedings (Jan 2022)

Stephanie Townsend Allala

1.00 0.00 0.00 1.00
Preview Materials

Download session materials for offline use

(mp4)
61 mins
(pdf)
18 pgs
Session 8 —61 mins
1.00
Medicaid Matters and Probate Proceedings (Jan 2022)

Join Stephanie as she explores how to protect homes from the Medicaid Estate Recovery Program [MERP] through probate proceedings, in addition to understanding the basics of protecting homes from the reach of MERP in the first place. Independent administrations may not always be the best choice, particularly in cases where no statutory waivers apply. 

Originally presented: Dec 2021 Medicaid Matters and Probate Proceedings

Stephanie Townsend Allala, Townsend Allala, Coulter & Kludt PLLC - El Paso, TX