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Oct 10th Elder Law Breakfast CLE
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Medicaid and Estate Planning

 Export to Your Calendar 10/10/2018
When: Wednesday, October 10, 2018
8:00 AM until 9:30 AM
Where: Map this event »
MCBA Office
87 Bayard Street
New Brunswick, New Jersey  08901
United States
Presenter: See description below
Contact: Jonathan Cowles
732.828.3433, x. 102

Online registration is available until: 10/9/2018
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Medicaid and Estate Planning
John Krenzel, Esq.
Law Office of John Krenzel - Sayreville

Marcia Leach, Esq.
Strich Law Firm - Cranbury

Ever had the situation where a client asks about Medicaid (not Medicare) and you know very little about it? Mr. Krenzel and Ms. Leach will talk about the basics of Medicaid so that you can help your clients with planning their future and their estates. Topics include:

1. What is Medicaid? - Who/What runs the program

2. What are the requirements to get on Medicaid?

  • What can you own? Assets vs. Income? What happens to your spouse? children?

3. Is it legal to protect assets? Will your client go to jail? Will you?

4. What does it mean to “protect” an asset?

  • What is the “five(5) year look-back”?  Is everything subject to the Medicaid look-back?

5. How far is client from filing an application for Medicaid?

  • What are the assets? Should you “plan” or not? Is doing nothing a “plan”?

6. What are the options in a Medicaid plan?

  • Discussion what can be done so as to protect assets.

This program has been approved by the BCLE of the Supreme Court of NJ for 1.5 hours of total CLE credit and meets Regulation 201:2 for newly admitted attorneys. (Approved CLE Courses in NJ are Recognized for CLE Credit in New York.)

Cost: Free-Law Clerks; $5-Young Lawyers; $10-MCBA Members; and $20-All Others (includes a light breakfast)

To RSVP: Online RSVP | RSVP Form | Call 732.828.3433, x. 102

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MCBA Partners

Middlesex County Bar Association | 87 Bayard Street | New Brunswick, NJ 08901
Tel: 732.828.3433 | | Fax: 732.828.5826