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OnDemand Course

Asset Spend Down Requirements in Order to Qualify for Medicaid and Other Benefits

Assist your clients in qualifying for Medicaid with these methods and strategic planning.

Many clients of an elder law practice encounter the increasing cost of quality health care across the nation, resulting in needed assistance to cover the bills. Medicaid will often be the payer source clients turn to. This material provides an elder law practitioner with a toolbox for assisting clients with the Medicaid application process. Additionally, this topic also explains the spend-down method of planning for Medicaid and long-term care. Many clients have a timeframe within the Medicaid rules to plan adequately for the care that they may want and need. This information is critical for attorneys practicing in elder law and engaging in public benefits planning.

97 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 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

Overview Eligibility Requirements for Medicaid Benefits

  • Current Health Care and Medicaid Statistics
  • General Medicaid Benefits Eligibility
  • General Resource Limits

Single Medicaid Applicant

  • Medicaid Benefits Income Limits
  • Exempt Resources
  • Case Studies and Examples

Married Medicaid Applicant

  • Community Spouse Income Allowance
  • Exempt Resources
  • Case Studies and Examples
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Why Lorman?

Over 35 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 Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on September 14, 2020.

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

  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • NM CLE 1.5
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.

This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.

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

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Why Lorman?

Over 35 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

John Dotson

John Dotson

Kentucky ElderLaw, PLLC

  • Partner at Kentucky ElderLaw, PLLC
  • Focuses practice on estate planning, Medicaid planning and Veteran’s Pension Benefits planning
  • Treasurer and member of the Board of Directors for the Kentucky and Southern Indiana Stroke Association
  • Past board member of Prodigal Ministries Inc.
  • Past chair of the Elder Law Section of the Kentucky Bar Association
  • J.D. and B.B.A. degrees, University of Kentucky
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Why Lorman?

Over 35 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.

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

  • OnDemand Courses
  • Live Webinars
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  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

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

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Product ID: 407253
Published 2020
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