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A VA Plan Has Matured Into a Medicaid Plan, Now What?

Webinar Recorded: May 2, 2017
Presented by Whitney M. Wilson, JD, 
Elder Law of Louisville
Duration: 93 minutes

This advanced webinar will teach practitioners the planning techniques available to transition a VA plan into a Medicaid plan when the client, whether single or married, did not meet Medicaid’s 5-year look back. We will also discuss how the proposed VA rules impact planning techniques. Practitioners attending this course will learn how to analyze whether or not a VA plan should be unraveled, how to unravel an existing VA plan, and how VA eligibility might be maintained.

Topics Covered:

  • Should the VA plan be unraveled?
    • Benefits?
    • Consequences?
  • How to unravel a VA plan
    • Is there such a thing as an irrevocable trust?
  • Impact of the New Rules
    • Can VA eligibility be maintained?

 CLE: 1.5 hours
This course has been pre-approved in: CA (1.5), GA (1.5), IL (1.5), IN (1.5), MO (1.5), NC (1.5), NJ (1.5), NY (1.5), OH (1.5), PA (1.5), TX (1.5), WI (1.5). Due to online programming rules, this will not be eligible for CLE in DE, KS, SC. The attorney will self apply in states not listed.

Many states have strict restrictions on pre-recorded (also called on-demand or distance learning) courses. Please review your State Bar’s rules and ElderCounsel’s CLE guide by the state to determine if you are eligible to receive CLE for this course before viewing.

Receive CLE packet and attendance certificate: Near the end of the webinar, a button labeled “Receive CLE Packet” will appear in the top right corner of the video. You will be required to enter the attendance code given verbally during the webinar to download the packet. You will not be able to download the packet until you watch the webinar in its entirety. To ensure we are CLE compliant, the packet will not be distributed via email or any other method, it must be downloaded following the instructions above.

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