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Professional Events

Upcoming Professional Events

Littman Krooks LLP will be participating in the following professional events. To view our  Community Events listings, click here. To subscribe to our newsletter, please click here.

June 2021

Tuesday, June 15, 2021

  • Zoom Conference: Financial Elder Abuse and Fraud

    Time: 12:00 pm - 1:00 pm

    June 15th is World Elder Abuse Awareness Day. Because of the many issues surrounding elder abuse, Littman Krooks attorney Brian L. Miller, Esq., and his guest, Ilene Amiel, Financial Care Manager from Personal Affairs Administrator Inc., are a hosting a Zoom discussion on financial elder abuse. Brian and Ilene will discuss money management and how we can work together as a team to protect our clients.

    Join us on June 15 at 12:00 PM

    Topics include:

    • Abuse by third parties as well as family members
    • Current scams
    • The role of a financial care manager

    Click here to register for this Zoom conference.

    If you have any questions about this series, please contact mbrill@littmankrooks.com.

    Disclaimer: Please note that Zoom is a third party and not an agent of or associated with Littman Krooks LLP. You agree that your use of such third party websites and resources is subject to the terms and conditions of the use of such websites.

    Disclaimer: These conferences are provided for educational purposes only and shall not constitute the provision of professional legal, tax or other advice. Littman Krooks LLP and its attorneys shall have no liability for errors, incorrect information, or inapplicability of information provided to any particular visitor/attendee.

July 2021

Thursday, July 15, 2021

  • Strafford Presents “Navigating Medicaid Assets, Transfers, and Conversion Rules: Asset Limits, Level of Care, Exempt Assets, and More: A live 90-minute CLE video webinar with interactive Q&A “

    Time: 1:00 pm - 2:30 pm

    Early Registration Discount Deadline, Friday, June 18, 2021


    This CLE webinar will provide elder law attorneys an in-depth analysis of the Medicaid assets, transfers, and conversion rules, common challenges, and methods to overcome them. The panel will discuss strategies for navigating asset limits, level of care requirements, lookback periods, purchase of exempt assets, converting assets into non countable assets, and more. Littman Krooks attorneys Laura Brancato, Esq., and Brian L. Miller, Esq., to present.

    Description

    Medicaid assets, transfers, and conversion rules cause much confusion amongst elder law attorneys. Practitioners advising the senior population must understand the medical criteria, qualification standards for Medicaid, how assets are classified, limitations, lookback periods, and rules for purchasing or converting assets.

    The assets held by an applicant largely determine Medicaid eligibility, but not all assets are treated the same. Rules for married couples are particularly complex when implementing asset protection and spend-down strategies. Counsel with elderly clients must navigate applicable rules and asset limits, qualifying asset transfer requirements, methods to convert assets to noncountable assets, and key provisions for Medicaid trusts.

    Listen as our panel of elder law attorneys guides counsel in navigating limitations, level of care requirements, lookback periods, purchase of exempt assets, conversions, and more.

    Outline

    1. Medicaid eligibility criteria
    2. Transfers and penalties
    3. Asset conversions
    4. Medicaid trusts and taxes
    5. Best practices for elder law attorneys

    Benefits

    The panel will review these and other key issues:

    • What are the Medicaid eligibility requirements?
    • What are the asset limits, level of care, and lookback periods?
    • How do transfers, gifts of assets, and purchase of exempt assets factor into Medicaid planning?
    • How can you convert assets into noncountable assets?
    • What are the key considerations for Medicaid trusts and tax implications?
    • What is the Medicaid penalty period for improper transfers?