Name
Medicaid's Any Circumstances Test: 20 Years Later
Date & Time
Wednesday, September 25, 2024, 4:30 PM - 5:30 PM
Description

It’s been two decades since the Omnibus Budget and Reconciliation Act of '93 reoriented Medicaid’s regulation of irrevocable trusts. Join this session for a brief history of the statute and its regulatory cousins, a discussion of how the Any Circumstances Test was refined by the Deficit Reduction Act of '05, and a review of current Medicaid case law relating to proactive planning with trust instruments like the Medicaid Asset Protection Trust. This discussion will provide you with guidance for drafting solutions to meet client challenges of today—and where the law may take us in the future.

Track
Elder Law