CLE on Medicaid Planning: The Ultimate Guide

The National Business Institute is holding a conference entitled, Medicaid Planning: The Ultimate Guide, which will take place on Wednesday, September 13, 2017 at Radisson Hotel Manchester Center of New Hampshire in Manchester, NH. Provided below is a description of the event:

Program Description

Get the Latest on Medicaid Asset Planning Tactics

Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!

• Learn what the income eligibility requirements are when applying for Medicaid.
• Protect your clients’ interests by knowing what’s exempt and what’s not.
• Employ the most practical and effective asset transfer methods to comply with the spend-down requirement.
• Explore crisis planning methods to restore Medicaid benefits as quickly as possible.
• Understand what’s recoverable under Medicaid estate recovery rights and how it can be mitigated.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

• Attorneys
• Nursing Home Administrators
• Social Workers
• Geriatric Care Managers
• Trust Officers
• Accountants and CPAs
• Estate and Financial Planners
• Paralegals

Course Content

Continuing Education Credit