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  • ON-DEMAND

Medicaid Planning Strategies for Associates and Paralegals (On-Demand)

General Credits:
Original Date Of Course:

$179.00

Course Description

This presentation will take a ground-up approach to planning for a Long-term Care Medicaid Application.  First, the basics of eligibility are explored, and once the framework is established, we take a deeper dive into some planning techniques and resources.

Syllabus

  1. Medicaid Basics
    • Medicare versus Medicaid; generally
  2. Eligibility Criteria
    • Non-financial Eligibility Criteria
    • Financial Eligibility Criteria
      • Income
      • Assets
  3. Pre-Application/Medicaid Planning
    • Lookback period
    • Traditional Spend-down
    • Asset Protection
    • Special Needs Trusts
    • Crisis Planning
  4. The Medicaid Application Process
    • Preparation (pre-application)
    • Verifications/Organization (Pre-and during the application)
    • Analyzing the Decision and resolving incorrect decisions (post-application)
  5. Ethics

Credit Details

Course Type

Course Instructor

Joclene J. Vanik, Esq.
Original Date Of Course

General Credits

1.5
Joclene J. Vanik, Esq.
Joclene J. Vanik, Esq.
Joclene J. Vanik, Esq. practices elder law and estate planning at Reminger Co. LPA's Cleveland office, with expertise in long-term care, Medicaid planning, asset preservation, and guardianships. She is a member of the National Academy of Elder Law Attorneys and maintains active memberships in the Cleveland Metropolitan Bar Association and Ohio State Bar Association's estate planning and elder law sections.
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