Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
March 12, 2026
12:00pm - 1:00pm EST
Live Webinar on Zoom
Hosted by:
Britt Shearin, Esq.
Head of Legal Education & STEPS™ Product Owner
Lawyers With Purpose
The Planning Environment Has Changed
Federal funding pressure changes planning behavior.
When federal Medicaid dollars tighten, the impact does not stay in Washington. It moves to the states, and when it reaches the states, scrutiny increases, documentation requirements expand, processing times grow longer, and estate recovery becomes more aggressive.
That shift changes how plans are reviewed. It changes how eligibility is evaluated.
It changes how advice performs under pressure.
This directly affects whether a traditional estate plan, particularly one built around a revocable trust, holds up when long-term care becomes part of the conversation.
And here is the uncomfortable question:
Has your strategy evolved with the funding environment?
If not, you may be delivering advice built for yesterday’s rules, in a system that is already operating under new constraints.
The attorneys who understand this shift early will lead stronger long-term care conversations. The ones who ignore it will be forced to react later.
This webinar is designed to ensure you are in the first category.
The Problem: Medicaid and Estate Planning Are Still Treated as Separate
Many estate planning attorneys still approach long-term care as a separate conversation, something addressed later, or only in crisis.
But under tighter Medicaid review, traditional estate plans reveal their limits.
Revocable trusts are not comprehensive solutions when scrutiny deepens and estate recovery expands.
And yet, long-term care conversations are still postponed.
When federal dollars tighten, “later” is no longer neutral. It reduces flexibility.
If you haven’t examined where federal funding pressure affects your estate planning advice, now is the time.
Why This Requires Immediate Attention
When federal dollars tighten:
- States increase scrutiny
- More documentation is required
- Processing times increase
- Estate recovery increases
These shifts change how applications are reviewed. They change how plans are evaluated. And they change what holds up under examination.
Crisis planning and pre-planning are no longer simply timing differences, they produce fundamentally different outcomes.
Yet too many firms are still approaching both with the same mindset.
Meet Your Host
Britt Shearin, Esq.
Head of Legal Education & STEPS™ Product Owner
Lawyers With Purpose
Britt Shearin serves as Head of Legal Education and STEPS Product Owner at Lawyers With Purpose, where she works directly with estate planning attorneys to strengthen strategy, structure, and execution within their firms. Her focus is practical application, helping attorneys integrate Medicaid considerations into estate planning conversations in a way that is thoughtful, proactive, and aligned with current funding realities.
What Britt Will Teach
In this live session, Britt Shearin, Esq. will cover:
- How federal Medicaid funding shifts trickle down to the state level
- What is affected when federal dollars tighten
- Where traditional estate plans fail under tighter Medicaid review
- Why revocable trusts are not good enough
- How to use irrevocable trusts to achieve planning goals
- The difference between crisis planning and pre-planning
- How to proactively adjust strategies now
What You Will See
You will walk through a side-by-side comparison of the same client:
- One who engaged in pre-planning
- One who waited until crisis
The contrast highlights the difference in flexibility, control, and outcome, and clarifies why earlier strategy matters.
This is about recognizing blind spots before clients pay the price for them.
What You’ll Be Able to Do After This Webinar
By the end of this session, you will be able to:
- Identify where federal funding pressure affects your estate planning advice
- Explain Medicaid uncertainty without fear-based messaging
- Recognize when a revocable trust is insufficient
- Rethink how you are handling long-term care conversations
You should leave thinking:
“I need to rethink how I’m handling long-term care conversations.”
That realization is the strategic shift.
This Webinar Is About Preparation
The goal of this session is to:
- Make attorneys fully understand the shift
- Reveal blind spots
- Elevate the conversation beyond Medicaid basics
- Demonstrate that systems matter
- Ensure estate planning attorneys are prepared for these conversations
Because Medicaid planning can no longer operate separate from estate planning.
And funding pressure is not easing.
Join the Conversation with Britt on Mastering Medicaid in the Era of Federal Cuts
Estate Planning and Medicaid in the Era of Federal Cuts
Date: March 12, 2026
Time: 12:00 PM EST
If you want your estate planning advice to reflect the current funding environment, not assumptions from the past, this is a session you should not miss.
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