Medicaid Planning: What You Need to Know (2025)
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Session 02: Medicaid Asset Protection Trusts - Learn how Medicaid Asset Protection Trusts can be strategically utilized to help your clients qualify for long-term care benefits while preserving assets and avoiding trust-busting traps.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.50
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 9/30/2026
Sessions
H. Clyde Farrell, Marilyn G. Miller
Session 1 —47 mins 0.75
Medicaid Update (Sep 2025)
Identify and explain recent changes in Medicaid law and policy. Discuss Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work well.
Originally presented: Jul 2025 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
Lisa Shoalmire
Session 2 —45 mins 0.75
Medicaid Asset Protection Trusts (Sep 2025)
Learn how Medicaid Asset Protection Trusts can be strategically utilized to help your clients qualify for long-term care benefits while preserving assets and avoiding trust-busting traps.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
Lisa Shoalmire,
Ross & Shoalmire PLLC - Texarkana, TX