May 21, 2013 • Using Trusts for Medicaid and Veteran's Asset Protection Planning

Whether you’re clients are rich, poor, or somewhere in between, they cannot afford to ignore the potentially devastating costs of nursing home care and other types of long-term care. Both Medicaid and Veterans Aid and Attendance benefits have extremely stringent financial requirements in order to qualify for benefits. So strict are the requirements that many applicants who sorely need the assistance fall through the cracks. This intense 5-hour seminar will teach you the eligibility requirements for both Medicaid and the Veterans Aid and Attendance benefit, and provide you the in-depth guidance you need to create the types of trusts necessary to help claimants qualify for Medicaid and Veteran’s assistance.

Key topics to be discussed:

  • Medicaid eligibility rules and benefits
  • Veteran's pension eligibility rules and Benefits
  • How to structure trusts


Evan Farr, in private practice since 1987, is widely recognized as one of the foremost authorities in the Country in the field of Medicaid Asset Protection and related Trusts.

Evan has been named by as one of the top 5% of Elder Law and Estate Planning attorneys in Virginia every year since 2007, and in the Washington, DC Metro Area every year since 2008.

Evan is a nationally renowned Best-Selling author and frequent educator of attorneys across the U.S. As an expert to the experts, Evan has educated tens of thousands of attorneys across the country through speaking and writing for organizations such as the National Academy of Elder Law Attorneys (NAELA), the American Law Institute-American Bar Association (ALI-ABA), the National Business Institute (NBI), the Virginia Academy of Elder Law Attorneys (VAELA), the Virginia Bar Association (VBA), Virginia Continuing Legal Education (Virginia CLE) , and the District of Columbia Bar Association. His publications include his Best-Selling Book, Protect and Defend, his latest book, the Nursing Home Survival Guide, dozens of articles that have appeared in the popular press, and numerous scholarly publications for the legal profession, including two legal treatises published by and available through the American Law Institute (formerly ALI-ABA): Planning and Defending Asset Protection Trusts and Trusts for Senior Citizens.


Credit Information | 4 HR CLE*

*myLawCLE will seek 4 hours of CLE credit in 60-minute-hour states and 4.5 hours of credit in 50-minute-hour states.

myLawCLE will seek credit where attending attorneys are primarily licensed for all of its live webinars and live teleconferences, except in States which allow for reciprocity-see reciprocity section below. Credit for CLE in a self-study format is sought for in most States, however some States do not allow for CLE credit to be earned in a self-study format, please see the self-study section below. Many States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.

A few States do not allow for CLE credit to be earned in a self-study format. myLawCLE will not seek approval for self-study credit in the following states: AL, AK, DE, IN, IA, KS, KY, ME, MN, NC, RI, SC, VA, WY

Additionally, some States allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, CO, ME, MT, ND, NJ, NY. myLawCLE does not seek direct accreditation of live webinars and teleconferences in these States.

Credit hours granted are subject to approval from each state.

Date / Time

Tuesday, May 21, 2013 | 11:00 am - 4:00 pm • Eastern Time

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Special: Young Lawyers, with under four (4) years acceptance to the Bar, may click here to receive a $50 discount when checking out.

Add an associate for $145 (discount code will be provided for additional registrants once first registration is complete).

  Live Video Broadcast   $195 USD
  *Self-Study Video Broadcast   $195 USD

*Self-Study is a copy of the live recording emailed within 7 days of broadcast, self-study credit only. Some States do not allow for self-study credits, please check credit information.

NOTE: All live broadcasts and recordings include course manual and any supplements that are provided by the presenting attorneys, which will be available for download at the beginning of the class.

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Agenda | 4 HR CLE

Eastern 11:00 am - 4:00 pm
Central 10:00 am - 3:00 pm
Mountain 9:00 am - 2:00 pm
Pacific 8:00 am - 1:00 pm


Section I: Medicaid Financial Eligibility Rules

Section II: Medicaid Benefits

Section III: Veteran's Pension (Including Aid and Attendance and Housebound Benefits) Eligibility Rules

Section IV: Veteran's Pension Benefits

Section V: Where to Find the Relevant Law?

Section VI: Structuring Trusts for Medicaid Asset Protection and Veteran's Asset Protection

  • What Does "Irrevocable" Really Mean?
  • What Does "Self-Settled" Really Mean?
  • Which Assets can go into the Trust?
  • Different Rules for Who Can Serve as Trustee
  • Common Trust Challenges and Ways to Prevent Them
  • Trustee Powers that Must be Prohibited
  • Different Rules for How Distributions Must be Made
  • Different Rules to Get Grantor Trust Status for Income and Estate Tax Purposes
  • What Does "Control" Mean for Veteran's Purposes?
  • Other Tax Considerations

Section VII: Practice Tools


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Additionally, on all online CLE programs application for approval will be made in all States where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their State for any reason a full refund will be granted.