Personal Services Contracts in Medicaid Planning with Scott Solkoff
Date & Time:Thursday, June 11, 2026 12:00 PM – 1:00 PM
Location:Live on Zoom Register to receive the meeting link
Our next Lunch & Learn in the series What Every Estate Planning Attorney Needs to Know About Medicaid Planning features
Scott Solkoff of Elder Law College, presenting on the strategic use of personal services contracts in Medicaid planning.
Personal services contracts are a powerful—but frequently misused—tool. When structured correctly, they can support family caregiving, preserve eligibility, and create legitimate compensation arrangements. When done poorly, they can trigger transfer penalties, eligibility delays, and post-approval scrutiny.
This program will place these agreements within the broader Medicaid planning framework, addressing both pre-crisis and crisis planning contexts. It will also reinforce why spend-down remains the primary universal strategy once a client is already in need of care.
- Agency Evaluation: How Medicaid reviews and scrutinizes personal services contracts
- Eligibility Framework: Medical and financial requirements that shape planning decisions
- Common Pitfalls: Drafting and implementation mistakes that undermine eligibility
- Documentation & Valuation: Practical considerations for substantiating care and compensation
- Practice Integration: Using these contracts to support client outcomes and sustainable law firm models
Designed as a foundational session, this program sets the stage for deeper discussions later in the Lunch & Learn series, giving attorneys the conceptual grounding to evaluate when personal services contracts are appropriate—and when they are not.
Includes access to prior recordings and upcoming program materials.
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