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Elder Law: Back to the Basics in Medicaid

February 25, 2022 @ 8:20 am - 3:50 pm

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The University of Alabama School of Law

OR attend by Live Webcast

6 MCLE Credit Hours, including 1 Ethics Hour


Exponential growth in the senior population, accompanied by an increase in programs and benefits, has created a rapidly expanding need for legal assistance for the elderly.  Whatever your area of practice, this seminar will provide you with the essential information and practical strategies you need to protect your clients.

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Handout materials will be provided in electronic format. At least 48 hours prior to the seminar you will receive a link for downloading the materials.

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Before you register for the in-person seminar:  CAMPUS FACEMASK POLICY!  please note that under current University policy, all individuals (regardless of vaccination status) are required to wear face masks while inside campus academic buildings and classrooms – this includes the law school.  You will be required to wear your face mask at all times while in the building.  The webcast is a good option for those who find wearing a facemask for extended periods uncomfortable.  

This policy is subject to change, future updates will be posted here – please check back.



The Schedule

8:00        Registration and Continental Breakfast Buffet

8:25        Welcome
Presider: Lynn Campisi, Campisi Law PC, Birmingham


8:30        Medicaid Basics: Eligibility Issues

  • Income and Resources
  • Special Rules for Married Couples
  • The Look-Back and Transfers

Connie L. Glass
Elder Law Firm of Connie Glass PC, Huntsville     


9:30        Medicaid Trusts: A Primer on What Should You Use and When?

  • A, B and C Trusts
  • Sole Benefit Trusts
  • Five (5) Year Planning Trusts

Jack Carney
Carney Dye LLC, Birmingham


10:30     Designing the Perfect Beneficiary Designation

  • Secure Act Requirements
  • Military and State Retirement Benefits

John Brister Burns
Estate & Elder Care Law PLLC, Decatur


10:45     Refreshment Break


10:55     Ethics for the Elder Law Attorney: General Considerations

  • Identify Your Client
  • Capacity
  • Conflicts of Interest

Hugh M. Lee
East Carolina University, Greenville, NC


11:25     Ethics for the Elder Law Attorney: Specific Scenarios

  • Conflicts in Spend-Down for Married Couples and Blended Families
  • Conflicts when Resident Refuses Care and Application for Financial Assistance
  • Medicaid Planning-Exempt and Non-Exempt Measures

Thomas Ryan Jr.
Ryan Hicks Cumpton & Cumpton LLP, Huntsville


11:55     Lunch on your own


12:55     Medicaid Basics for the General Practitioner

  • Gifts and Penalties
  • Life Estate Deeds
  • Land Transactions for the Home, Farm or Beach House
  • Joint Home Ownership with Family Members
  • Co-Mingling Assets and Bank Accounts
  • Durable Power of Attorney-Powers Required for Elder Planning
  • Preparing a Last Will and Testament for a Family Member with a Disability
  • Inheritance of Funds and Disclaimers
  • Litigation Proceeds
  • Last Financial Records:  What to Keep

Lynn Campisi and Jennifer Q. Griffin
Campisi Law PC, Birmingham


2:10       Refreshment Break


2:20        Medicaid Basics for the Divorce Attorney

  • Alimony, Settlement and Child Support Arrangements for the Person with a Disability
  • Separation and Divorce-Protecting Assets
  • Avoid Post Decree Medicaid Issues with Pre-Decree Planning

Christen Butler, Alexandra Priester, and Judy Shepura
Dominick Feld Hyde PC, Birmingham      


3:20       Recent Developments

  • Alternatives to Institutionalization
  • Estate Recovery

Clayton K. Davis
Davis & Associates, Dothan


3:50        Adjourn



The University of Alabama School of Law
101 Paul Bryant Drive
TUSCALOOSA, AL 35487 United States

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