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
LWP Webinar:
Estate Planning and Medicaid in the Era of Federal Cuts
What’s Changing, What’s Breaking And What Attorneys Need to Do Now
June 25, 2026
12:00 PM EST
Presented by Britt Shearin
Head of Legal Education & STEPS Product Owner, Lawyers With Purpose
The Planning Environment Has Already Shifted
Federal funding pressure doesn’t stay at the federal level.
It moves.
First to the states.
Then into policy.
Then into how your clients are evaluated.
And when it does, the system tightens:
- Scrutiny increases
- Documentation expands
- Processing slows
- Estate recovery becomes more aggressive
This isn’t theoretical.
👉 It directly impacts whether your planning strategies hold up when they’re tested.
And here’s the uncomfortable question:
Is your advice built for today’s environment… or yesterday’s assumptions?
Because right now, many estate plans are being stress-tested in ways they weren’t designed for.
The attorneys who understand this shift early will lead stronger conversations.
The ones who don’t… will feel it later, in client outcomes.
The Real Problem No One Is Addressing
Medicaid planning and estate planning are still treated as separate conversations.
Handled at different times. By different mindsets. Often… too late.
But under tighter funding conditions, that separation breaks down.
Because when scrutiny increases:
*Everything gets reviewed together.*
And that’s where traditional plans start to show their limits.
- Revocable trusts don’t protect assets
- They don’t remove assets from the estate
- They don’t hold up under deeper Medicaid review
Yet many firms are still relying on them as the default structure.
That gap matters now more than ever.
Because when funding tightens, “we’ll deal with it later” is no longer neutral.
- It reduces flexibility
- It reduces options
- It changes outcomes
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 and 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.
Irrevocable Trusts: Repositioned
Modern irrevocable trust design introduces tools like:
- Asset swap powers
- Trust protector provisions
- Powers of appointment
- Decanting authority
- Strategic retained grantor powers
When used correctly, these don’t remove flexibility. They redefine it.
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.
Reserve Your Spot
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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