The costs of healthcare & long-term care have dramatically increased in recent years. Yet, only a small minority of clients has adequate insurance and funding for this required assistance. At the same time, the spend-down of assets to qualify for government & elder benefits has changed over the years and become more complex. For most of the population, public benefits, including Medicaid & other government benefits, provide the principal funding of care. This has caused an unprecedented need for counsel fluent in asset planning & protection techniques to assist clients needing to qualify for government assistance. The faculty for this program features a national authority in the subject, who will cover tools for spend-down's, exempt vs. non-exempt assets, differences between singles and married couples, the effect of future medical expenses on government benefits, and the landscape of Medicaid & medical expense planning.
On March 11, 2020 from 12PM - 1:30 PM EST, Lawyers With Purpose Founder Dave Zumpano, Esq. will join Landon Sandberg, the founding law partner at Sandberg, Stettler, & Bloxham, and Lissett C. Ferreira, a Partner at Meenan & Associates, LLC to present, "Mastering Medicaid Spend-downs, Government & Elder Benefits CLE."
The 90 minute program offers CLE credits, with the number of credits varying by state. For more information, including pricing and CLE credit hours by state, and to register for the program, click here.
Registration includes online access to course and reference materials that serve as a helpful guide to the numerous topics and techniques discussed in the program.
Agenda:
Mastering Medicaid Spend-downs, Government & Elder Benefits CLE:
a. Essential Spend-down Techniques
b. Qualifying for Medicaid & Other Benefits When Your Assets Exceed the Limit
c. Determining Ideal Timing to Protect Assets
d. Utilizing Special Need & Trusts-based Solutions
e. Planning for Critical Needs
f. Successful Planning Considerations
g. Use of Annuities & Insurance
h. Understanding the Application Process
i. Insight on the Appeals Process
j. Tools to Generate the Best Possible Proof
k. Exempt vs. Non-exempt Assets
l. Best Practices on Seeking Prescription Drug Assistance
Interactive Question & Answer Session with the Experts