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Elder Law

4.24

Medicaid Planning: The Complete Toolkit for Attorneys

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 56 minutes
Amy McIntyre
Jason Hicks
Rhonda Steller
Landon Sandberg
With Amy McIntyre from Rubin and Rudman LLP + 3 others
Recorded November 18, 2025
Product ID 99953

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Overview

Protect Clients' Assets While Ensuring Eligibility

Long-term care becomes a necessity for most elderly clients, and, short of exorbitant LTC insurance and out-of-pocket expenses, the only reasonable option is Medicaid coverage. Help your clients in need of nursing home coverage ensure Medicaid eligibility without losing the family home and leaving loved ones impoverished. Our experienced faculty will explore excluded assets, useful conversion and transfer techniques, and learn what can ruin eligibility. Build your skills - register today!

  • Dispel common Medicaid myths and determine whether Medicaid is the right option for your client.
  • Get an update on the current Medicaid eligibility categories and requirements.
  • Come away with a list of excluded assets and ways to maximize the use of the exclusions.
  • Clarify how the lookback requirement works in daily practice and what often triggers penalty periods.

Abbreviated Agenda

  1. Medicaid Planning Overview: Myths vs. Reality
  2. Asset/Resource Eligibility
  3. Income Eligibility and MMNA for the Community Spouse
  4. Transfer Eligibility and the Lookback Period
  5. Annuities and Trusts in Medicaid Planning: What Helps and What Actually Ruins Eligibility
  6. Application, Appeals, and Hearing Tips
  7. Legal Ethics of Medicaid Planning

Related Topics

Product ID 99953

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Medicaid Planning Overview: Myths vs. Reality

    1. Top Medicaid Myths Dispelled
    2. What Medicaid Covers That Medicare Doesn’t
    3. Categorical Eligibility and Citizenship, Residency, etc.
    4. “Money Follows the Person” (MFP) Home and Community-Based Options
    5. Claimant and Agency Responsibilities
    6. Is Medicaid the Right Option for Your Client? Clarifying Needs

  2. Asset/Resource Eligibility

    1. Countable vs. Excluded
    2. Limits on Specific Types of Assets
    3. Protecting the Family Home, Intent to Return Home
    4. Valuation of Assets for Eligibility Purposes
    5. Asset Conversion Methods and Tactics

  3. Income Eligibility and MMNA for the Community Spouse

  4. Transfer Eligibility and the Lookback Period

    1. Lookback Period and Transfer Penalty
    2. What Transfers Often Trigger the Penalty Period
    3. Protecting the Community Spouse
    4. Exempt Transfers

  5. Annuities and Trusts in Medicaid Planning: What Helps and What Actually Ruins Eligibility

  6. Application, Appeals, and Hearing Tips

    1. Application and Appeals Process
    2. Fair Hearing Procedures and Tactics

  7. Legal Ethics of Medicaid Planning

    1. Guarding Confidentiality
    2. Attorney Fees and Engagement Agreements
    3. Representing Spouses
    4. Client Capacity and Working With Proxies
    5. Top Client Complaints and How to Avoid Them

Who Should Attend

This legal course is designed for attorneys. Accountants, estate and financial planners, nursing home administrators, investment advisers, continued care managers, and paralegals will also benefit.

Speakers

Amy McIntyre
Amy
McIntyre
Rubin and Rudman LLP
Jason F Hicks
Jason F.
Hicks
Guilford County Attorney's Office
Rhonda D Steller
Rhonda D.
Steller
Medicaid Planning & Resource Center, Law Firm, PLLC
Landon J Sandberg
Landon J.
Sandberg
Sandberg, Stettler, & Bloxham
Speaker bio
Amy McIntyre

Amy McIntyre

Rubin and Rudman LLP
Amy McIntyre

is an associate with Rubin and Rudman LLP in Boston. She is a member of the firm's trust and estate department and elder law practice group. Ms. McIntyre concentrates on asset restructuring and Medicaid eligibility. She earned her J.D. degree from Western New England Law School in May of 2024. Ms. McIntyre served as a junior staff member on the Western New England Law Review for Volume 45, and served as the online content editor for Volume 46. She is a student member of the Massachusetts chapter of National Academy of Elder Law Attorneys. Ms. McIntyre earned her bachelor's degree in legal studies from Becker College and her master's degree in managerial leadership from Worcester State University.

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Speaker bio
Jason F Hicks

Jason F. Hicks

Guilford County Attorney's Office
Jason Hicks

is an assistant county attorney with Guilford County, North Carolina. He is licensed in both Tennessee and North Carolina. Over the course of his career, Mr. Hicks has practiced family/divorce law, probate and litigation, as well as elder law, juvenile law, and local government law. He is a member of the District 24 (North Carolina), Putnam County (Tennessee), Tennessee, North Carolina, and American bar associations. Mr. Hicks is currently the president of the North Carolina DSS Attorney's Association. He is past-president of the Putnam County Bar Association and the Upper Cumberland Trial Lawyers Association. Mr. Hicks is also the past vice-president of the Tennessee Bar Association-Young Lawyers Division. He is a frequent speaker at legal education seminars, having presented over forty CLE presentations. Mr. Hicks is a barrister member of the Guilford Chapter, American Inn of Courts. He earned his B.A. degree from The University of Tennessee, Knoxville and his J.D. degree from Faulkner University, Thomas Goode Jones School of Law.

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Speaker bio
Rhonda D Steller

Rhonda D. Steller

Medicaid Planning & Resource Center, Law Firm, PLLC
Rhonda Steller

is the manager at Medicaid Planning & Resource Center, Law Firm, PLLC in Leesburg, Florida. She has been a Medicaid planner for over 19 years.

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Speaker bio
Landon J Sandberg

Landon J. Sandberg

Sandberg, Stettler, & Bloxham
Landon Sandberg

is the founder of Sandberg, Stettler, & Bloxham, where his areas of expertise are Medicaid planning, estate planning, and VA pension planning. Mr. Sandberg started out his professional career as a Medicare insurance agent where he gained experience working with seniors and their health related concerns. He then co-founded Utah Senior Planning in Kaysville, Utah, which specializes is asset preservation strategies including the use of financial products in Medicaid planning. While in law school, he founded Iowa Senior Planning which works closely with financial professionals and skilled nursing facilities to help families and Medicaid applicants through the Medicaid maze, advising clients on how they can legally protect any remaining assets they might have. During law school, Mr. Sandberg worked for an elder law firm for two and a half years where he focused on legal-based strategies to preserve assets for Veterans and Medicaid applicants. Mr. Sandberg is a member of WealthCounsel, ElderCounsel, National Academy of Elder Law Attorneys (NAELA), and the Utah State Bar. He is a VA accredited attorney and is a frequent lecturer to healthcare administration students on topics such as Medicare, estate planning, Medicaid, and VA benefits. He also conducts seminars regularly for nursing home administrators and social workers. Mr. Sandberg earned his B.A. degree from Weber State University and his J.D. degree from Drake University.


 

 

 

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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.
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