Understanding Financial Solutions While Planning for Possible Long-term Care

Accreditation Wreath Icon PA
Pennsylvania selected on map

Pennsylvania CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details please .

All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

This CLE course offers a detailed examination of strategies for safeguarding a client's assets while preparing for the potential need for long-term care, whether in a facility or at home, through Medicaid.

Participants will gain insights into the Medicaid Asset Protection Trust, a legal structure allowing clients to transfer property and financial assets while still qualifying for government benefits. The settlor (the person who establishes the trust) can continue to live in their home, receive income generated by the trust, shield these assets from beneficiaries’ creditors, and ensure a step-up in basis upon their passing.

The session will also cover both first-party and third-party Special Needs Trusts, highlighting their specific functions and roles in Medicaid planning. Additionally, you'll learn about the tax consequences of using trust-based methods in Medicaid planning. The course will conclude with a comprehensive review of the 2024 Medicaid eligibility guidelines, detailing income and asset limits for those seeking both nursing home and in-home care services.

Decorative Arc

United Makes CLE Easy

A puzzle in a hand

One.

Select Course Package

  • Unlimited CLE

    Enables you to fulfill multiple CLE cycles with one purchase.

  • One-Stop Bundles

    Our most popular courses bundled to save you time and money.

  • Build-A-Bundle

    Select the courses that interest you most while taking advantage of our bundle discount.

A clipboard with a checklist

Two.

Immediate Access to CLE Courses

Courses are available immediately upon checkout. You will have 24/7 access to your purchased courses during the lifetime of your subscription.

Courses can be started, stopped, and paused at any time.

A certificate

Three.

Instantly Print Your Certificate

You can immediately print your CLE certificate upon completion of a course.

A copy of your certificate will remain in your account and will always be accessible to you.

Decorative Arc

Want Different Options?

For a custom suite of courses, our custom CLE option satisfies your CLE cycle requirements in one easy step.

Customize OptionsRight ArrowCustomize Options