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.
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Why Lorman?
Over 37 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
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 LowIncome 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
- HalfALoaf 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
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Why Lorman?
Over 37 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
This course was last revised on November 30, 2021.
Call 1-866-352-9540 for further credit information.
- CA MCLE 1.0
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
- NC CLE 1.0
- This program has been approved by the North Carolina State Bar Board of Continuing Legal Education for 1.0 CLE hours.
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.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 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
T. Nikki Mitchell
Mitchell, Brown & Associates, LLC
- Partner with Mitchell, Brown & Associates, LLC
- Practice emphasizes all aspects of elder law, including estate planning, long-term care planning, Medicaid planning, asset protection, Medicare, incapacitation issues, end-of-life decision making, guardianship and conservatorship estates, probate, special needs planning and special needs trust, and veteran’s benefits
- Certified Elder Law Attorney as certified by the National Elder Law Foundation
- Member of the Missouri Bar; National Association of Elder Law Attorneys (NAELA); Missouri Bar Probate and Trust Committee, vice-chair of Subcommittee on Diversity; Bar Association of Metropolitan St. Louis (BAMSL); associate member of the Special Needs Alliance; and vice-chair, Missouri Bar Elder Law Committee
- VA accredited attorney
- Publications include Guardianships and Conservatorships 2nd Ed. Guidebook, Missouri Bar; Missouri Elder Law, 2020-2021 ed. and 2021-2022 ed., Thomson Reuters; Missouri Elder Law Deskbook, 3rd ed., Chapters on Guardianships and Conservatorships and MO HealthNet, Missouri Bar; Educating Children with Dual Cognitive and Emotional Disabilities, Maryland Bar Journal, Nov. 5, 2015, and Cage-Free, Free-Range, Organic? Why Animal Welfare Depends on a New Government Labeling Scheme, New York State Bar Assn Committee on Animals and the Law, Nov. 15, 2012
- J.D. degree, University of Maryland School of Law; B.A. degree, University of Texas, Arlington
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Why Lorman?
Over 37 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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