Medicaid Planning Basics: Asset Transfer Rules, Estate Recovery, and Crisis Planning Strategies
Sorry. You must be logged in to view this form.
ABOUT THIS WEBINAR
Watch This Insightful Webinar and Earn CLE*
Check out this special CLE session featuring Jim Wolverton, J.D., Director of Legal Education!
If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid planning concepts.
In this session, we’ll share what to do when a client has resources over the asset limits for individuals and the community spouse. We will also discuss what transfers can be made without penalty, estate recovery rules in your state, and fundamental crisis planning strategies. Plus, Jim will cover:
- The lookback period, penalty divisors, and penalty periods
- Transfers of the home and other property that do not create a penalty
- Common crisis planning scenarios and how each can benefit specific clients
Gain essential insight for your practice Watch now!
*1.0 hour standard CLE credit pending
Find out more about the CLE you can earn by viewing this webinar, including:
- State-specific CLE guidelines
- CLE credit types
- Attendance certificates
- Financial hardship policy
- CLE support options
MEET THE PRESENTER
Jim Wolverton, J.D.
Director of Legal Education
Jim is responsible for creating, curating, and promoting high-quality content related to the estate planning and elder law industry. Prior to joining Krause, Jim ran his own law firm and was the Director of Education at ElderCounsel, providing him with vital experience educating attorneys and helping them easily implement elder law tools into their practice. Jim is based in Denver and is a member of NAELA as well as the Colorado, Utah, and Florida Bar Associations.
YOUR ON-DEMAND
WEBINAR RESOURCE KIT
Slides from this presentation will be available for download upon registration for this webinar.
