Loading Events

« All Events

  • This event has passed.

Medicaid Lookback Rules and Planning

April 18 @ 9:00 am - 4:30 pm


ELET attorneys Bailey Schiermeyer and Julia K. Price cover a wide range of Tennessee Medicaid topics targeted for intermediate-level practitioners.  Course description below provided by NBI.  See CLE webpage for more details or to register.

Make Certain Your Clients’ Long Term Care Needs Are Met

The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused seminar to get the answers you need about this complex area of practice. Register today!

  • Determine which assets are countable and how they can be converted.
  • Learn what the income eligibility requirements are.
  • Establish exactly what limitations are placed on asset transfers.
  • Protect your clients’ interests by knowing what’s exempt and what’s not.
  • Deepen your knowledge of transfer penalty provisions.
  • Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.

Who Should Attend

This intermediate level program addresses key questions involved in elder planning and is designed for attorneys. It will also benefit accountants, estate and financial planners, life care planners, and paralegals.

Course Content

  1. The Lookback Period and Qualifying Asset Transfers Rule
  2. Penalty Period for Improper Transfers
  3. Asset Conversion From Non-Exempt to Exempt
  4. Irrevocable Trusts in Medicaid Planning
  5. Legal Ethics
Like this content? Share it, subscribe to e-mail updates, or follow us on social media:
Follow by Email
Visit Us


National Business Institute


Holiday Inn Knoxville West at Cedar Bluff
9134 Executive Park Dr.
Knoxville, TN 37923
+ Google Map