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Business Skills
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Finance
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Health Care
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Human Resources
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- Business Essentials eLearning Library
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    Contact Us (866) 540-9677
Industrial
All Your Industrial Training Needs In One Place.
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Information Technology
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Legal
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Questions? Call Toll-Free: 1-866-540-9677

Business Skills
All Your Business Training Needs In One Place.
- Choose a Category
- Business Essentials eLearning Library
  - Equip yourself with the skills you’ll need for your everyday business tasks. Everything from leadership and business concepts to IT, finance and more.
    Read More Register Now
    Instant Access
    From Anywhere
    
    Unlimited
    Viewing
    
    6-12 Months
    To Complete
- Request On-Site Training
  - With TrainUp’s On-Site Training Services, you get:
    Dedicated Private Event Representative Tenured & Award-Winning Instructor
    Customized Training Curriculum
    Affordable Cost Per Participant
    Flexible Scheduling
    …We bring the best to you!
    View More Info Request on-site training
- Corporate Discounts
  - TrainUp offers discounts to corporations buying content for multiple users. Please contact us to learn more.
    Contact Us (866) 540-9677
Finance
All Your Finance Training Needs In One Place.
- Choose a Category
- Business Essentials eLearning Library
  - Equip yourself with the skills you’ll need for your everyday business tasks. Everything from leadership and business concepts to IT, finance and more.
    Read More Register Now
    Instant Access
    From Anywhere
    
    Unlimited
    Viewing
    
    6-12 Months
    To Complete
- Request On-Site Training
  - With TrainUp’s On-Site Training Services, you get:
    Dedicated Private Event Representative Tenured & Award-Winning Instructor
    Customized Training Curriculum
    Affordable Cost Per Participant
    Flexible Scheduling
    …We bring the best to you!
    View More Info Request on-site training
- Corporate Discounts
  - TrainUp offers discounts to corporations buying content for multiple users. Please contact us to learn more.
    Contact Us (866) 540-9677
Health Care
All Your Health Care Training Needs In One Place.
- Choose a Category
- Business Essentials eLearning Library
  - Equip yourself with the skills you’ll need for your everyday business tasks. Everything from leadership and business concepts to IT, finance and more.
    Read More Register Now
    Instant Access
    From Anywhere
    
    Unlimited
    Viewing
    
    6-12 Months
    To Complete
- Request On-Site Training
  - With TrainUp’s On-Site Training Services, you get:
    Dedicated Private Event Representative Tenured & Award-Winning Instructor
    Customized Training Curriculum
    Affordable Cost Per Participant
    Flexible Scheduling
    …We bring the best to you!
    View More Info Request on-site training
- Corporate Discounts
  - TrainUp offers discounts to corporations buying content for multiple users. Please contact us to learn more.
    Contact Us (866) 540-9677
Human Resources
All Your Human Resources Training Needs In One Place.
- Choose a Category
- Business Essentials eLearning Library
  - Equip yourself with the skills you’ll need for your everyday business tasks. Everything from leadership and business concepts to IT, finance and more.
    Read More Register Now
    Instant Access
    From Anywhere
    
    Unlimited
    Viewing
    
    6-12 Months
    To Complete
- Request On-Site Training
  - With TrainUp’s On-Site Training Services, you get:
    Dedicated Private Event Representative Tenured & Award-Winning Instructor
    Customized Training Curriculum
    Affordable Cost Per Participant
    Flexible Scheduling
    …We bring the best to you!
    View More Info Request on-site training
- Corporate Discounts
  - TrainUp offers discounts to corporations buying content for multiple users. Please contact us to learn more.
    Contact Us (866) 540-9677
Industrial
All Your Industrial Training Needs In One Place.
- Choose a Category
- Business Essentials eLearning Library
  - Equip yourself with the skills you’ll need for your everyday business tasks. Everything from leadership and business concepts to IT, finance and more.
    Read More Register Now
    Instant Access
    From Anywhere
    
    Unlimited
    Viewing
    
    6-12 Months
    To Complete
- Request On-Site Training
  - With TrainUp’s On-Site Training Services, you get:
    Dedicated Private Event Representative Tenured & Award-Winning Instructor
    Customized Training Curriculum
    Affordable Cost Per Participant
    Flexible Scheduling
    …We bring the best to you!
    View More Info Request on-site training
- Corporate Discounts
  - TrainUp offers discounts to corporations buying content for multiple users. Please contact us to learn more.
    Contact Us (866) 540-9677
Information Technology
All Your IT Training Needs In One Place.
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- Business Essentials eLearning Library
  - Equip yourself with the skills you’ll need for your everyday business tasks. Everything from leadership and business concepts to IT, finance and more.
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    Instant Access
    From Anywhere
    
    Unlimited
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    6-12 Months
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- Request On-Site Training
  - With TrainUp’s On-Site Training Services, you get:
    Dedicated Private Event Representative Tenured & Award-Winning Instructor
    Customized Training Curriculum
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    View More Info Request on-site training
- Corporate Discounts
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    Contact Us (866) 540-9677
Legal
All Your Legal Training Needs In One Place.
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- Business Essentials eLearning Library
  - Equip yourself with the skills you’ll need for your everyday business tasks. Everything from leadership and business concepts to IT, finance and more.
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    6-12 Months
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    Customized Training Curriculum
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    …We bring the best to you!
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    Contact Us (866) 540-9677

Course ID: 283517

Live Training Course

Medicaid: Meeting Spenddown Requirements and Avoiding Penalty Periods

When you register for training with TrainUp.com, you are also supporting local education. Find out how.

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Course Description

Make Certain Your Medicaid Planning Works Well Within the Confines of the Lookback Requirements

The criteria for Medicaid eligibility are strict and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused program to get the answers you need about this complex area of practice. Register today!

Clarify what the eligibility requirements are.
Establish exactly what limitations are placed on asset transfers.
Deepen your knowledge of transfer penalty provisions.

Audience

This legal briefing addresses key questions involved in elder planning and is designed for attorneys. It will also benefit accountants, estate planners, life care planners, paralegals, and other professionals.

Agenda

2:00 pm to 3:30 pm Eastern Standard Time
Presenter Landon J. Sandberg

The Spenddown Rule, Lookback Period and Qualifying Asset Transfers
1. The Lookback Rule
2. Gifts and Intrafamily Loans
3. Marital Deductions and Exceptions
4. Is Reverse Half-Loaf with Medicaid-Compliant Annuity Still a Valid Approach?
5. Real Property and Other Asset Transfers
Penalties for Transfers Within the Lookback Period
1. Penalty Period Calculation and Prevention
2. Handling Unexpected Income to Protect Eligibility
3. Partial Months of Ineligibility
4. Monthly Maintenance Need Allowance (MMMNA) for Community Spouse

Audience

There are no upcoming events listed for this course. Feel free to contact us, chat or call 1-866-540-9677 for additional info. In the mean time please Search for additional courses or view similar courses below.
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Live Training Course

Medicaid: Meeting Spenddown Requirements and Avoiding Penalty Periods

Course Dates

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