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Medicaid Eligibility and Estate Recovery: Estate Planning Techniques

Learn estate planning strategies that will help better recognize your client's eligibility for Medicaid programs.

After learning this information, you will be able to discuss and explain Medicaid eligibility and Medicaid planning strategies with clients who seek your advice and assistance. Topics include Medicaid eligibility, the different Medicaid programs, as well as Medicare Saving Programs. The material will include discussion of Medicaid planning strategies. This topic will help the attorney distinguish and determine which program best assists the client who has sought the attorney's recommendations, as well as planning strategies to assist in eligibility for different programs. You will be able to review the client's resources to assist the client with Medicaid eligibility, as well as assist potential clients with Medicaid Estate Recovery. The information necessary to give an appropriate response will be provided in this material.

Runtime: 91 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Medicaid Eligibility

  • Determining Eligibility for Medicaid
    • Financial Eligibility
    • Other Factors in Eligibility
  • Medicaid Programs
    • State Medicaid Eligibility
    • Medicaid Eligibility for Children
    • Medicaid Eligibility for Pregnant Women and Infants
    • Medicaid Eligibility for Disabled Adults
    • Medicaid Eligibility for Nursing Home Care
  • Medicaid Eligibility for Medicare Beneficiaries
    • Qualified Medicare Beneficiary Program
    • Specified Low Income Medicare Beneficiary Program
    • Qualified Individual Program
    • Qualified Disabled and Working Individuals Program

Nursing Home Medicaid Planning Strategies

  • Asset Planning Strategies
    • Spend Down Excess Transfers
    • Spousal Asset Transfers
    • Annuities
    • Irrevocable Trusts
    • Promissory Notes
    • Life Estates
    • HalfALoaf Transfers
  • Income Planning Strategies
    • Qualified Income Trusts
    • Name on the Check Rule

Medicaid Estate Recovery

  • Estate Recovery and the Probate Process
  • Liens on Real Estate (TEFRA Liens)
  • Limitations on Estate Recovery
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on November 8, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Martha C. Brown

Martha C. Brown

Martha C. Brown & Associates, LLC

  • Attorney at the law firm of Martha C. Brown & Associates, LLC in St. Louis, Missouri, practicing in the field of Elder Law for more than 30 years
  • Practice emphasizes all aspects of Elder Law, including Estate Planning, Long Term Care Planning, Medicaid (MO HealthNet) Planning, Medicare, Incapacitation Issues, End of Life Decision Making, Guardianship/Conservatorship Estates, Probate, Special Needs Planning, and Veterans Benefits
  • Certified Elder Law Attorney, as certified by the National Elder Law Foundation
  • Certified as a Mediator in the areas of Adult Guardianship and Eldercare from Zena D. Zumeta, J.D., a nationally known expert in the area of Elder Mediation
  • Recipient of many designations
  • Frequent speaker and has written numerous books and publications
  • Can be contacted at 314-962-0186 or www.elderlawstlouis.com
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404464
Published 2018
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