Description
Learn estate planning strategies that will help better recognize your client’s eligibility for Medicaid programs.This topic will help you 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 also include a discussion of Medicaid planning strategies. This information will help you distinguish and determine which program best assists the client who has sought your recommendations, as well as planning strategies to assist in eligibility for different programs. This material will help you review your client’s resources to assist them with Medicaid eligibility and Medicaid Estate Recovery.
Date: 2021-11-30 Start Time: End Time:
Learning Objectives
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
• Half-A-Loaf 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
CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
T. Nikki Mitchell-Mitchell, Brown & Associates, LLC
