Olathe, KS 66061
Join FPA of Greater Kansas City and KC Metro Bar Association June 17 for two hours of continuing education followed by a happy hour!
The Basics of Medicaid Planning and the Strategic Use of Trusts
This session provides a practical overview of Medicaid planning for aging and disabled individuals, with a focus on how trusts can be used as effective tools within a compliant planning strategy. Attendees will gain an understanding of Medicaid eligibility fundamentals, common planning challenges faced by individuals and married couples, and the role various trusts play in preserving assets while maintaining eligibility. Particular attention will be given to special needs trusts and other commonly used trusts in Medicaid planning, emphasizing when they are appropriate and how they interact with Medicaid rules. This presentation is designed to equip financial professionals with a foundational framework to identify planning issues and collaborate effectively with elder law attorneys.
Special Needs Trusts: Protecting Benefits While Enhancing Quality of Life
This session provides an in‑depth overview of special needs trusts and their role in preserving public benefits for individuals with disabilities while allowing families to enhance the beneficiary’s quality of life. Participants will learn the purpose and structure of first‑party and third‑party special needs trusts, common funding sources, and key compliance considerations. The presentation will also address common planning pitfalls, coordination with government benefits such as SSI and Medicaid, and the importance of proper trust administration. This program is designed to help financial professionals recognize when a special needs trust is appropriate and to work effectively with families and elder law attorneys to implement sound planning strategies.
Stacey L. Janssen, returned to her own practice in 2022, founding Janssen Estate, Probate & Elder Law, LLC, practicing in the areas of estate planning, probate administration, and fiduciary litigation, practicing in both Kansas and Missouri. Ms. Janssen has a Bachelor of Arts and a Juris Doctorate from the University of Kansas. Ms. Janssen served as chair of the Johnson County Probate Committee, chair of the Kansas City Metropolitan Bar Association’s Probate Committee, and a founding member of the Kansas Chapter of the National Academy of Elder Law Attorneys. Stacey currently serves as President of the KCMBA. She is recognized as a Super Lawyer, Best of the Bar and in 2021 received the KCBMA’s Distinguished Counselor Award.
Continuing Education: Approved two hours CFP and Kansas Insurance
Join FPA of Greater Kansas City and KC Metro Bar Association June 17 for two hours of continuing education followed by a happy hour!
The Basics of Medicaid Planning and the Strategic Use of Trusts
This session provides a practical overview of Medicaid planning for aging and disabled individuals, with a focus on how trusts can be used as effective tools within a compliant planning strategy. Attendees will gain an understanding of Medicaid eligibility fundamentals, common planning challenges faced by individuals and married couples, and the role various trusts play in preserving assets while maintaining eligibility. Particular attention will be given to special needs trusts and other commonly used trusts in Medicaid planning, emphasizing when they are appropriate and how they interact with Medicaid rules. This presentation is designed to equip financial professionals with a foundational framework to identify planning issues and collaborate effectively with elder law attorneys.
Special Needs Trusts: Protecting Benefits While Enhancing Quality of Life
This session provides an in‑depth overview of special needs trusts and their role in preserving public benefits for individuals with disabilities while allowing families to enhance the beneficiary’s quality of life. Participants will learn the purpose and structure of first‑party and third‑party special needs trusts, common funding sources, and key compliance considerations. The presentation will also address common planning pitfalls, coordination with government benefits such as SSI and Medicaid, and the importance of proper trust administration. This program is designed to help financial professionals recognize when a special needs trust is appropriate and to work effectively with families and elder law attorneys to implement sound planning strategies.
Stacey L. Janssen, returned to her own practice in 2022, founding Janssen Estate, Probate & Elder Law, LLC, practicing in the areas of estate planning, probate administration, and fiduciary litigation, practicing in both Kansas and Missouri. Ms. Janssen has a Bachelor of Arts and a Juris Doctorate from the University of Kansas. Ms. Janssen served as chair of the Johnson County Probate Committee, chair of the Kansas City Metropolitan Bar Association’s Probate Committee, and a founding member of the Kansas Chapter of the National Academy of Elder Law Attorneys. Stacey currently serves as President of the KCMBA. She is recognized as a Super Lawyer, Best of the Bar and in 2021 received the KCBMA’s Distinguished Counselor Award.
Continuing Education: Approved two hours CFP and Kansas Insurance