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Elder Law Section Luncheon/CLE: Medicaid Planning
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When: 02/12/2016
12 - 1 PM
Where: Chester H Ferguson Law Center
1610 N. Tampa St.
Tampa, Florida  33602
United States

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1.0 CLE credit

Title: Medicaid Planning in the Era of ABLE, ACA and Medicaid Managed Care


- SSI and Medicaid special needs planning in the old days (pre-2014)
- Alternatives to financial planning presented by the Affordable Care Act
- Impact (or not) of the ABLE Act
- Adverse consequences of SNT planning with Medicaid payback based on Medicaid Managed Care
- New times, new approaches to combine planning techniques


David Lillesand, Esq., has been lead counsel in over 3,500 Social Security/SSI claims in federal administrative hearings since the first year of the SSI program, and in federal court appeals in United States District Court and the United States Circuit Court of Appeals for the Eleventh Circuit. David authored the chapter on Special Needs Trusts in the Florida Bar’s Lexis/Nexus publication, Administration of Trusts in Florida (2013).  His analysis of the impact of ObamaCare on the practice of Elder and Special Needs Law was published in  He frequently lectures for the ABA, the Florida Bar, law schools, AFELA, NOSSCR and the Academy of Special Needs Planners