Elder Law

4.47

Asset Planning in Medicaid Practice 2024

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
Louisiana 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
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
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 32 minutes
Avery Mayne
With Avery J. Mayne from von Briesen & Roper, s.c.
Recorded March 01, 2024
Product ID 98275

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Overview

Protect Assets While Planning for Nursing Home Care Coverage

When aging clients need nursing home care Medicaid coverage, they shouldn't have to lose their shirt. Help them plan ahead to ensure they meet Medicaid eligibility criteria without leaving their family in the lurch. Get an updated overview of critical asset planning methods you can put to use immediately. Register today!

  • Distinguish between countable and non-countable assets for purposes of Medicaid eligibility.
  • Learn what qualifies as a Medicaid-compliant annuity.
  • Leverage specific tools to protect the family home.

Abbreviated Agenda

  1. Medicaid Rules Update 2024
  2. Asset Categories: Countable vs. Non-Countable
  3. Medicaid-Compliant Annuities and Trusts
  4. Specific Strategies for Real Estate Protection
  5. Case Studies of Successful Asset Planning

Related Topics

Product ID 98275

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
Louisiana 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
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
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Asset Planning in Medicaid Practice 2024

    1. Medicaid Rules Update 2024
    2. Asset Categories: Countable vs. Non-Countable
    3. Medicaid-Compliant Annuities and Trusts
    4. Specific Strategies for Real Estate Protection
    5. Case Studies of Successful Asset Planning

Who Should Attend

This legal guide is designed for attorneys. Accountants, long-term care professionals, and paralegals may also benefit.

Speakers

Avery J Mayne
Avery J.
Mayne
von Briesen & Roper, s.c.
Speaker bio
Avery J Mayne

Avery J. Mayne

von Briesen & Roper, s.c.
Avery Mayne

is an attorney with Walny Legal Group LLC, where she concentrates her practice on elder law and special needs law. She works with clients to handle issues with public benefit planning, including Medicaid (Title XIX) asset planning, planning for individuals with long-term care needs, guardianship and protective placement actions, and financial elder abuse matters. Atty. Mayne has the designation of CELA or Certified as an Elder Law Attorney by the National Elder Law foundation.  Mrs. Mayne sits on the board of directors of the Milwaukee Bar Association and Elder and Special Needs Law section of the State Bar of Wisconsin.  She earned her B.A. degree, with honors, from the University of Missouri; and her J.D. degree from Marquette University Law School along with a certificate in alternative dispute resolution.

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