Updated Medicaid Course

The next best thing to in-person training is online training you can watch and listen to at your convenience.  Some like it better because there’s no travel involved and you can watch courses again and again until you learn the subject matter completely, or revisit topics as they become relevant in cases you’re working on.

The cost to view the online webinars is $350.  The course instructor charges more than that for just an hour of his time.  You get a full 17-hours of practical examples and valuable planning techniques from one of the nation’s leading experts!

To attend a course like this in-person would cost you thousands of dollars in travel time and expense, as well as course registration fees.  To order this course so you can start learning the important long-term care Medicaid Planning subject matter, please click the buy button on this page.

Who can benefit from this training?

The course is geared to support the learning of EVERYONE involved with the long-term care financing system.  This includes: elder law attorneys, senior financial planners, geriatric care managers, social workers, nursing home administrators, certified public accountants, paralegals, and funeral home directors.  Jump start your Medicaid Planning practice or learn how to give better advice to clients facing long-term care issues.  Whatever your goal is, this course will take you through Medicaid Planning from a basic understanding of how Medicaid works and why it works the way it does through the entire planning and application/approval process.  There is even practical tips for advocates on how to win fair hearings and overcome denials — all from the master himself.

What will the training cover?

The following are the titles of each webinar session.

SESSION 1: Introduction to Medicaid Planning
SESSION 2: Medicaid Program Overview
SESSION 3: Medicaid Eligibility Planning
SESSION 4: General Asset-Eligibility Rules
SESSION 5: Community Spouse Asset Rules
SESSION 6: Asset-Eligibility Strategies (PART I1)
SESSION 7: Asset-Eligibility Strategies (PART II)
SESSION 8: Divestments (Part I)
SESSION 9: Divestments (Part II)
SESSION 10: Trusts
SESSION 11: Annuities and Promissory Notes (Part I)
SESSION 12: Annuities and Promissory Notes (Part II)
SESSION 13: Income Eligibility
SESSION 14: Special Concerns for the Homestead and Family Farm
SESSION 15: Applying for Medicaid
SESSION 16: Post-Eligibility Issues, Advocacy Opportunities and Veteran’s Benefits
SESSION 17: Estate Recovery

If you have any questions, please e-mail.


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