Medicaid Planning Evening Series

The MSBA Elder Law and Disability Rights Section is excited to offer an all new livestream program, Medicaid Planning Evening Series beginning on Tuesday, April 6, 2021 at 6 p.m. – 8 p.m. 

Join top notch faculty for a six part series covering all critical elements of Medicaid planning, so you can best advise your clients in this complicated practice area. Each two hour session occurs weekly on Tuesday evenings. Register for one or all of the nights in the Series, depending on which topics you need! Save $85 when you purchase all six nights to get the benefit of learning all the latest updates in the field.

Night 1: (Tuesday, April 6, 2021) Medicaid Eligibility 101 – Technical, Financial, and Medical Issues. Preparing the Medicaid Application and Filing Online

Night 2: (Tuesday, April 13, 2021) Protecting Real Estate and Gifting Strategies for the Single Applicant

Night 3: (Tuesday, April 20, 2021) SPIA Planning for Married Couples and Planning with Promissory Notes

Night 4: (Tuesday, April 27, 2021) Proving Disability (State Review Team). Disability and Special Needs Trusts in Medicaid Planning

Night 5: (Tuesday, May 4, 2021) Medicaid Asset Protection Trusts – Drafting and Implementing.  Estate Planning and Incapacity Planning when Medicaid Relevant

Night 6:( Tuesday, May 11, 2021) Preparing and Applying for Yearly Redetermination of Medicaid Benefits.  Building Your Practice and live 45 minute Q&A with faculty with panel discussion 

Register for one or all of the nights in the Series! Save $85 when you purchase all six nights! 

Viewers will have the chance to submit questions during each livestream as well as ahead of the presentation to Criselle Anderson at criselle@msba.org

 12.0 hours of credit will be offered for the surrounding MCLE states. If you miss the livestream, it will be available on the MSBA CLE catalog