The Nuts and Bolts of Medicaid Planning Training Class

The Nuts and Bolts of Medicaid Planning Training Seminar

Ensure Your Clients' Long Term Needs Are Met

The need-based Medicaid program was put in place to ensure that impoverished elderly people would receive the care they needed. That means that people who haven't made other plans - and have the assets - are expected to use their own funds to pay for needed care before resorting to Medicaid. The cost of care today is high, and people often need financial help sooner than they think. Unfortunately, the requirements for Medicaid eligibility are strict, and protective planning for the at-home spouse or other beneficiaries is tricky. How does your understanding of Medicaid planning stack up? Don't wait until it's too late to find out.

At this focused seminar, our select faculty will get you answers to your tough questions about this complex area of practice. Take an in-depth look at the fundamentals of qualifying for Medicaid. Get a comprehensive understanding of the rules governing asset transfer. You'll also examine lien and estate recovery challenges. Don't miss this opportunity to deepen your knowledge of this complicated issue.

• Examine the guidelines governing medical necessity when applying for Medicaid.
• Learn what the income eligibility requirements are.
• Gain an understanding of which resources are fair game for recouping nursing care expenses.
• Identify the point at which Medicare stops and Medicaid begins.
• Determine which assets are transferable and which will be counted towards care costs.
• Establish exactly what limitations are placed on asset transfers.
• Protect your clients' interests by knowing what's exempt and what's not.
• Learn what the "half-a-loaf" transfer is and how it affects your client.
• Deepen your knowledge of transfer penalty provisions.