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Medicaid Planning

Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, will co-present the National Business Institute audio webinar, “Medicaid Planning.”

About Medicaid Planning

This webinar, designed for accountants, attorneys, financial planners, geriatric care managers, investment advisors, nursing home administrators, and paralegals, offers the most current and effective Medicaid planning best practices when dealing with increasing health and long-term care costs aging clients experience when seeking assisted care.

Shana will present “Excluded vs. Countable Assets,” 9:30 – 10:45 a.m., regarding annuities, asset valuations, bank accounts, bonds, Community Spouse Resource Allowance, Earned Income Tax Credit, estate planning, government payment programs, household goods, income-producing property, insurance, loans, mutual fund shares, stocks, trusts, and vehicles. She will then present “Qualifying Asset Transfers: Which Techniques Work,” 12:30 – 1:45 p.m, which covers debt repayments and expense prepayments, exempt assets, gifts, IRAs and retirement accounts, life estate purchases, promissory notes and annuities, Reverse Half-Loaf Income Technique, reverse mortgages, spouse protection, and timing of transfers.

Other discussion topics will include:

  • “Is Medicaid Right for Your Client?”
  • “Income Eligibility”
  • “Application Process, Appeals, and Post-Eligibility Issues”
  • “Liens, Estate Recovery, and Hardship Waivers”
  • “Legal Ethics”

When: Wednesday, June 17, 2020

9:00 a.m. – 4:30 p.m.

Registration: nbi-sems.com

The first registration costs $349 and each additional registration is $339. You may purchase the live audio webinar, on-demand audio, audio download, or audio CD.

About Shana Siegel

Shana Siegel concentrates her practice in the area of elder law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), she has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

Shana has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.