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What All Estate and Probate Attorneys Need to Know: Medicaid Estate Recovery and Medicaid Planning and Drafting 

Contains material from Sep 2023

What All Estate and Probate Attorneys Need to Know: Medicaid Estate Recovery and Medicaid Planning and Drafting 
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Session 01: What All Estate and Probate Attorneys Need to Know About Medicaid Estate Recovery - A practical guide to the Medicaid Estate Recovery Program (MERP) in two parts. Address the preplanning techniques estate planners can (and cannot) use to avoid MERP and provide a step-by-step guide for how to defend against a MERP claim in the probate estate of a Medicaid recipient who did not engage in the necessary preplanning.

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.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50
  • Credit Info
  • TX, CA
  • Specialization: Estate Planning and Probate Law | Tax Law
  • TX MCLE credit expires: 10/31/2024

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1. What All Estate and Probate Attorneys Need to Know About Medicaid Estate Recovery (Sep 2023)

Jennifer L. Coulter

0.75 0.00 0.00 0.75
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(mp4)
40 mins
(mp3)
40 mins
(pdf)
119 pgs
Session 1 —40 mins
0.75
What All Estate and Probate Attorneys Need to Know About Medicaid Estate Recovery (Sep 2023)

A practical guide to the Medicaid Estate Recovery Program (MERP) in two parts. Address the preplanning techniques estate planners can (and cannot) use to avoid MERP and provide a step-by-step guide for how to defend against a MERP claim in the probate estate of a Medicaid recipient who did not engage in the necessary preplanning.

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

Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX

Show session details

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
Preview Materials

Download session materials for offline use

(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