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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

    Wednesday, March 26, 2025

  • 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.


  • Live Online


    On Demand

$197.00

This course is $0 with these passes:

CLE
ALL

This CLE course will provide counsel with an in-depth analysis of asset spend-down techniques for Medicaid qualification. The panel will highlight strategies for spend-down, understanding exempt vs. non-exempt assets, and distinctions between individuals and married couples, as well as offer methods to avoid common mistakes and pitfalls.

Faculty

Thomas R. Krause
Vice President of Sales and Marketing
Krause Financial Services, LLC

Mr. Krause is the Vice President of Sales and Marketing at Krause Financial Services. He specializes in using annuities to accelerate eligibility for government benefits, expert testimony, and litigation support when attorneys are faced with a Medicaid denial, and the valuation and sale of non-compliant annuities. Mr. Krause has a passion for teaching elder law attorneys crisis Medicaid planning strategies for their senior clients. He speaks at legal forums throughout the country and often hosts our national KrauseCAST webinar series, which focuses on providing the knowledge and resources needed to be successful in the industry. Mr. Krause was also recently featured in the American Bar Association’s “Voice of Experience” publication, where he discussed how a Medicaid Compliant Annuity can help seniors in need of nursing home care.

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Mary M. Markovich
Attorney
The Law Offices of Mary Markovich, PA

Ms. Markovich is a renowned expert on Medicaid planning and eligibility issues and guidelines for both VA Pension, commonly called VA Aid and Attendance and VA Compensation benefits. She is a sought-after speaker on these issues and often speaks to groups of fellow attorneys, financial planners, CPAs, and other professionals about the qualification of clients for both Medicaid and VA benefits.

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Carmen M. Scott
Shareholder
Sarringhaus & Scott Co., LPA

Ms. Scott's practice areas include Estate Planning, Elder Law, Medicaid Planning & Asset Protection.

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Description

The spend-down of assets for Medicaid qualification causes much confusion. Practitioners advising the senior population must understand new medical criteria, qualification standards for Medicaid, how assets are classified, differences between individuals and married couples, and the appeal process.

Asset protection strategy implementation requires a working knowledge of how to determine the spend-down. Rules for married couples are particularly complex. Some spend-down strategies that work well for a married couple may not work for a single person, and vice versa. Counsel with elderly clients must thoroughly understand how funds can be spent to avoid Medicaid disqualification.

Listen as our panel of elder law attorneys guides counsel in navigating the Medicaid spend-down rules. The group will highlight key spend-down strategies to avoid Medicaid disqualification.

Outline

  1. Qualifying for Medicaid
  2. Spend-down rules and requirements
  3. Case study: applying spend-down techniques to individual applicants
  4. Case study: applying spend-down techniques to married couples
  5. Other considerations: timing issues, use of annuities and insurance
  6. Common mistakes and pitfalls to avoid

Benefits

The panel will review these and other key issues:

  • Rules and limitations of asset spend-down for Medicaid
  • Application of spend-down techniques to individual applicants
  • Overcoming problems with spend-down techniques for married couples
  • Best practices in avoiding Medicaid disqualification