Minnesota Medicaid Planning CLE Course

Minnesota Medicaid Planning CLE Course Featuring Jill M. Sauber, CELA

FREE for Premium members

CLE Credit pending

5 Videos + Interactive Assessments

Delve into the Minnesota Medicaid program and explore the rules and regulations related to crisis Medicaid planning in this state. This course covers state-specific intricacies as well as advanced strategies for using Medicaid Compliant Annuities in Minnesota. Plus, it features insight from Jill Sauber, a resident practitioner who is well-versed in Minnesota Medicaid planning.

*CLE credit pending

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COURSE FEATURES

Comprehensive
Videos

Interactive
Quizzes

Ability to
Save Progress

Course Completion Certificate

Guided
CLE Experience

MEET YOUR COURSE INSTRUCTORS

Jill M. Sauber, CELA

Managing Attorney – Sauber Legal Services LLC

Jill is a Certified Elder Law Attorney at her firm in Minneapolis. Her professional career began as a licensed mortician, and she now practices estate planning and elder law with emphasis on long-term care planning, asset protection, estate administration (probate), trusts, litigation, and mortuary law. She obtained her law degree from the University of St. Thomas School of Law and earned Bachelor of Science degrees from the University of Minnesota in Biology, Physiology, and Mortuary Science. She is a member of NAELA, an active member of the ABA, and was appointed as a Commissioner on the American Bar Association Commission on Law and Aging (COLA).

Jim Wolverton, J.D.

Director of Legal Education

As the Director of Legal Education, Jim is responsible for creating, curating, and promoting educational content related to the estate planning and elder law industry. Jim has several years of experience educating attorneys and helping them easily implement elder law tools into their practice. Since the dynamic of the elder law industry is constantly changing and the need for more elder law attorneys continues to grow, Jim is driven to use his knowledge and passion to educate attorneys. Jim is a member of the National Academy of Elder Law Attorneys (NAELA) as well as the Colorado, Utah, and Florida Bar Associations (inactive).

WHAT'S IN IT FOR YOU?

An exclusive, engaging educational experience
The opportunity to earn CLE credit
In-depth training on the intricacies of the state Medicaid program with a state-specific focus and tips from an attorney practicing in the state
Advanced Medicaid Compliant Annuity strategies and case examples
Self-paced structure with the ability to bookmark your spot and return later

HOW IT WORKS

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Click any course to enter our CLE course platform.
Watch videos and answer quiz questions to complete a course.
Start and stop the course as needed, and access the CLE Center through your Attorney Access. dashboard
Take a post-course survey and earn CLE credit!

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Minnesota Medicaid Planning CLE Course Video Topics

PART 1: Introduction and Medicaid Overview (50 MINUTES)

Start off with a basic overview of the Minnesota Medicaid program, including the financial constraints as well as the income and asset qualifications. Then, explore the state’s Monthly Maintenance Needs Allowance and Community Spouse Resource Allowance standards.

PART 2: Transfers and Estate Recovery (20 MINUTES)

Explore which transfers are considered during the Medicaid lookback period and find out how ineligible transfers can impact Medicaid eligibility in Minnesota. Discover how Medicaid estate recovery works in Minnesota and which assets are at risk of being recovered.

PART 3: Crisis Planning for a Single Person (25 MINUTES)

Delve into crisis Medicaid planning strategies for single clients in Minnesota, including in-depth tactics for using Medicaid Compliant Annuities. Get detailed overviews of the most common single person plans used in Minnesota as well as real-life case studies illustrating these plans.

PART 4: Crisis Planning for a Married Couple (20 MINUTES)

Examine crisis Medicaid planning strategies for married couples in Minnesota, including detailed tactics for using Medicaid Compliant Annuities. Get in-depth overviews of the most common married couple plans used in Minnesota as well as real-life case studies illustrating these plans.

PART 5: Pre-Planning (25 MINUTES)

Learn about an important alternative to crisis planning and how you can help clients plan ahead for their future long-term care. Discover pre-planning tactics you can use to help your estate planning clients preserve their hard-earned assets.

ENROLL NOW TOMASTER MEDICAID PLANNING

Take advantage of our most comprehensive training, which includes in-depth details about the Medicaid program, Medicaid Compliant Annuity strategies, and important details we don’t cover anywhere else. Continue to our CLE course enrollment page to gain access to the course and begin your guided educational experience.

Enroll Now

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