Elder Law

4.63

A Brief Guide to Medicaid Planning

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 29 minutes
Julie Eisenhower
With Julie D. Eisenhower from Patel & Eisenhower, PLLC
Recorded February 13, 2024
Product ID 97912

Buy This Course

Course Includes
$229

OnDemand Video

Video Download

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Qualifying Clients and Guarding Assets

Planning for Medicaid has become a critical step in preparing the client's estate plan. In this brief legal guide, expert faculty outline essential approaches to pre-planning to qualify for Medicaid asset criteria and critical emergency planning when the need is immediate. Get the basics down: register today!

  • Get an update on eligibility criteria for Medicaid nursing home coverage.
  • Distinguish between countable and non-countable assets.
  • Discover how trusts and annuities are used in Medicaid planning.

Abbreviated Agenda

  1. Medicaid Eligibility Criteria Clarified
  2. Lookback Requirement and Penalty Periods of Ineligibility
  3. Pre-Planning and the Use of Trusts and Annuities
  4. Emergency Medicaid Qualification and Spending Down
  5. Care Agreements
  6. Trust Administration Issues
  7. Medicaid Recovery Rights

Related Topics

Product ID 97912

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. A Brief Guide to Medicaid Planning

    1. Medicaid Eligibility Criteria Clarified
    2. Lookback Requirement and Penalty Periods of Ineligibility
    3. Pre-Planning and the Use of Trusts and Annuities
    4. Emergency Medicaid Qualification and Spending Down
    5. Care Agreements
    6. Trust Administration Issues
    7. Medicaid Recovery Rights

Who Should Attend

This legal course is designed for attorneys. Benefit representatives, fiduciaries, trustees, and paralegals may also benefit.

Speakers

Julie D Eisenhower
Julie D.
Eisenhower
Patel & Eisenhower, PLLC
Speaker bio
Julie D Eisenhower

Julie D. Eisenhower

Patel & Eisenhower, PLLC
Julie Eisenhower

is a partner with TriAmicus Law, PLLC, in Knoxville, Tennessee. She practices primarily in the areas of estate planning, trust administration, probate, conservatorships, elder law, family law, appellate law, and civil litigation, and serves as an administrator ad litem and fiduciary for many estates. Ms. Eisenhower is a Master Certified Estate Planner® through the National Institute of Certified Estate Planners. She earned her A.A. degree in history, summa cum laude, from Pellissippi State Technical Community College and her B.A. degree in history, summa cum laude, from the University of Tennessee. Ms. Eisenhower earned her J.D. degree from the University of Tennessee College of Law. She is currently a candidate for an LL.M. in elder law and estate planning through the Western New England University School of Law.

View full profile

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us