What Every Estate Planning Attorney Needs to Know About Medicaid Planning
Maryland/DC NAELA Medicaid Planning Lunch & Learn Series
About the Series
The Maryland/DC Chapter of the National Academy of Elder Law Attorneys (NAELA) hosted a year-long Lunch & Learn series on Medicaid planning.
Each session features nationally recognized experts sharing practical strategies, case studies, and updates in Medicaid and long-term care law.
The program is designed for estate planning attorneys who want to confidently guide clients through Medicaid eligibility, asset protection, and public benefits planning.
2025–2026 Schedule
Friday, October 10, 2025
Overview of Medicaid Planning
Presented by Lindsay Moss, NAELA Maryland/DC Chapter.
Thursday, November 6, 2025
Pre-Crisis Planning: Medicaid Asset Protection Trusts (MAPTs)
with Evan Farr, CELA, CAP.
Thursday, December 4, 2025
Medicaid Compliant Annuities
with Dale Krause, Krause Financial Services.
Thursday, February 5, 2026
First-Party Self-Settled Special Needs Trusts
with May-Lis Manley and Denise Fike.
Thursday, April 2, 2026
Pooled Special Needs Trusts
with Ed Biggin and Yolanda Mazik.
Thursday, June 11, 2026
Personal Services Contracts in Medicaid Planning
with Scott Solkoff, CELA.
Thursday, August 13, 2026
“Just Say No” / Medicaid Divorce
with Daniel F. Tavares, Camilla McRory, and Jason Frank.
Registration and Member Materials
Session recordings and downloadable materials will be connected to the new member-access system before this page is published.