Medicaid Planning Series

Medicaid Planning Series

MSBA CLE logo Continuing Legal Education

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.***


  • 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.

Discounted member price: 275.00
You could save: 26.7%

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