Medicaid Planning Basics: The Financial Requirements of Income and Assets

Medicaid Planning Basics: The Financial Requirements of Income and Assets
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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 concepts related to resources and income.

In this session, we’ll cover the basics of Medicaid’s financial requirements and explore the differences between income and assets for Medicaid purposes. Plus, Jim will cover:

  • The resources that are considered excluded or countable
  • Differences in allowable resources between single persons and the community spouse
  • Income shifting per the Minimum Monthly Maintenance Needs Allowance

Learn the fundamental insight and strategies needed to help your clients with a long-term care need. Watch now!

*1.0 hour standard CLE credit pending

 

GET THE MOST OUT OF YOUR CLE EXPERIENCE

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
View CLE Details
Jim Wolverton, J.D.

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.

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Slides from this presentation will be available for download upon registration for this webinar.