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Finance
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Health Care
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Human Resources
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Industrial
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Information Technology
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Legal
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Business Skills
All Your Business 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.
    Read More Register Now
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    Unlimited
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    6-12 Months
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  - With TrainUp’s On-Site Training Services, you get:
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    Contact Us (866) 540-9677
Finance
All Your Finance 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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    Contact Us (866) 540-9677
Health Care
All Your Health Care Training Needs In One Place.
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- Business Essentials eLearning Library
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    Contact Us (866) 540-9677
Human Resources
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    …We bring the best to you!
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    Contact Us (866) 540-9677
Industrial
All Your Industrial 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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    Contact Us (866) 540-9677
Information Technology
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Legal
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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.

Upcoming Dates

Location
Virtual Live

Date & Time Apr 03, 2019

Price: $209

View ALL 1 Course Dates

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

Upcoming Dates

Location
Virtual Live

Date & Time Apr 03, 2019

Price: $209

View ALL 1 Course Dates

Bring This Course On-Site

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Location
Virtual Live

Date & Time Apr 03, 2019
2:00 PM EST

Duration 1 Day

Course Type: V
Virtual Live
Learn from a live instructor who is remotely delivering training to you through live web feed. Students may take this course from their own home or office. Training is interactive, students may ask questions and directly converse with their trainer. Remote login software and details are provided prior to class.

Price: $209

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Live Training Course

Medicaid: Meeting Spenddown Requirements and Avoiding Penalty Periods

Course Dates

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