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The Ins and Outs of Medicaid Payback
Whether in an elder law or special needs context, a Medicaid payback provision is a necessary but often uncomfortable topic to discuss with clients and families alike. In this session, we will cover the foundational federal rules relating to liens and estate recovery in the context of long-term care, including an analysis of crucial state-specific distinctions that attorneys need to be aware of. We will also address practical insights into best practices for properly drafting required instruments and ensuring compliance, as well as opportunities to legitimately minimize or avoid Medicaid claims while preserving client income and assets and safeguarding the family legacy. Finally, we will use real-life case studies to examine modern trends and policy direction to anticipate future changes.
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Zack Bloxham
Academy of Special Needs Planners
Jersey City, NJ
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