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BUY BUNDLE Medicaid Planning Series The Complete Guide for New & Experienced Practitioners

BUNDLE INCLUDES:
Bundle Discount:
Medicaid 101: Eligibility and the Application
Available Online 24/7 CLE: 4.0 Format: On-Demand
Medicaid Planning – Review of Spousal Rules and SPIA Planning, Impact of MR 159, Gift and Partial Return & Planning with Promissory Notes
Available Online 24/7 CLE: 3.5 Format: On-Demand
Medicaid Planning – Other Considerations for Planning
Available Online 24/7 CLE: 3 Format: On-Demand
Description

Join top notch faculty for a three part series covering the critical elements of Medicaid planning, including:

Medicaid 101: Eligibility and the Application:

  • Medicaid Eligibility101 – Technical, Financial, and Medical 
  • The Online Medicaid Application – process and pointers
  • Pre-Need and Post- Application Planning: Protecting Real Estate 
  • Pre-Need Planning: Medicaid Asset Protection Trusts – Drafting and Implementing

Medicaid Planning:

  • Gift and Partial Return
  • Impact of MR 159: Rebuttal of gift penalty, Reimbursement and Caregiver Agreements
  • Medicaid Planning and the Married Couple Review of Spousal Rules and SPIA Planning 
  • Planning with Promissory Notes

Other Considerations for Planning:

  • Other Planning Strategies Discussion – Are They controversial??
  • How to Handle Non-Compliant Annuities
  • Protecting against Medicaid Estate Recovery 
  • Waiver Program
  • Reunion of Faculty and Q&A  

***Please note for Other Considerations for Planning there was an error and the recording began 20 minutes into the session. We apologize for this inconvenience.***


Faculty:

  • May-Lis Manley
  • Sara Timm
  • Shannon Hammond
  • Stephen Elville
  • Mary Broussard
  • Alex Zarzecki
  • Elena Sallitto
  • Jenna Cohen
  • Jason Frank
  • Morris Klein
  • Thomas Krause

 

10.5 hours of credit will be offered for the surrounding MCLE states.

Course Level
TBD
Professional Area of Focus
Elder Law
Disability Law
Estate and Trust Law
CLE Field of Study
Continuing Education Legal Credit
10.5
Instructor(s)
May-Lis Manley Sara Timm Shannon Hammond Stephen Elville Mary Broussard Alex Zarzecki Elena Sallitto Jenna Cohen Jason Frank Morris Klein Thomas Krause
Included Courses
Available Online 24/7
Medicaid 101: Eligibility and the Application

Format: On-Demand
CLE: 4.0
Course Details
Available Online 24/7
Medicaid Planning – Review of Spousal Rules and SPIA Planning, Impact of MR 159, Gift and Partial Return & Planning with Promissory Notes

Format: On-Demand
CLE: 3.5
Course Details
Available Online 24/7
Medicaid Planning – Other Considerations for Planning

Format: On-Demand
CLE: 3
Course Details

MSBA MEMBER


$ 420.00
BUNDLE PRICE: $ 420.00

NON-MEMBER


$ 540.00
BUNDLE PRICE: $ 540.00

Register for this Bundle

Medicaid Planning Series