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Course Details

Course Information
  • smart_display Format

    On-Demand

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Family Law

Date & Time
  • event Date

    Thursday, April 25, 2024

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

$197.00
CLE
ALL

This CLE webinar will provide elder law counsel guidance for navigating common issues and challenges in Medicaid application and renewal processes. The panel will discuss eligibility criteria and requirements, asset transfers and the penalty period, and other key items.

Faculty

Kyla G. Kelim
Attorney
Aging in Alabama

Ms. Kelim focuses her practice on proactive planning involving those in need concerning Medicaid, Medicare and Social Security. She is a nationally recognized speaker on nursing home Medicaid, Medicare and Social Security disability matters. She launched Aging in Alabama to help address the crisis in health care coverage facing seniors and their caregivers.

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Jim Wolverton
Director of Legal Education
Krause Financial, LLC

 Mr. Wolverton is responsible for creating, curating, and promoting high-quality content related to the estate planning and elder law industry. He also plays a primary role in designing and maintaining a robust education and content calendar for Attorney Access and works directly with attorneys to promote and illustrate the benefits of Attorney Access to their practice.

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Description

The Medicaid application and renewal process can be complicated due to various criteria to qualify for benefits. Elder law counsel must understand the medical criteria, qualification standards for Medicaid, how assets are classified, limitations, and other items of focus when applying for Medicaid.

The goal for Medicaid applicants is to acquire benefits while also protecting assets and income. In order for elder law counsel to effectively assist with Medicaid planning and applying for Medicaid benefits, they must understand the rules for qualifying for Community Medicaid vs. Institutional Medicaid, mechanisms to facilitate asset transfers and protection, and other issues impacting eligibility and other qualification standards.

Listen as our panel provides an in-depth look at Medicaid eligibility, application and renewal processes, asset transfers, and other planning techniques.

Outline

  1. Qualifications
  2. Gifts and lookback period
  3. Practical filing issues
  4. Personal residence
  5. Navigating administrative processes and hearings/appeals

Benefits

The panel will discuss these and other key issues:

  • General rules and processes for qualifying and applying for Medicaid benefits
  • Laws governing Medicaid eligibility for in-home care and institutional settings
  • Available asset protection tools
  • Navigating challenges encountered during the Medicaid eligibility and application process