Missouri Medicaid Planning CLE Course

Missouri Medicaid Planning CLE Course Featuring Maureen Lester

FREE for Premium members

3.0 Hours of Self-Study Credit

5 Videos + Interactive Assessments

Delve into the Missouri 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 Missouri. Plus, it features insight from Maureen Lester, a resident practitioner who is well-versed in Missouri Medicaid planning.

*3.0 Standard Self-Study Credit (Attorney Self-Reports Attendance)

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COURSE FEATURES

Comprehensive
Videos

Interactive
Quizzes

Ability to
Save Progress

Course Completion Certificate

Guided
CLE Experience

MEET YOUR COURSE INSTRUCTORS

Maureen Lester

Attorney – Complete Estate & Probate Law, LLC

Maureen found her passion for elder law when she experienced the long-term care journey with her grandparents. She has focused her entire legal career on advocating for older adults and individuals with disabilities since graduating from UMKC School of Law in 2014. Maureen spent seven years in private practice, and most recently, another few years as a Special Needs Trust administrator. She brings these experiences to providing elder law, Medicaid planning, and special needs planning services at her firm in Kansas City.

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

Log in to or register for an Attorney Access Premium Account.
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!

Take advantage of this essential training opportunity.

Free for Premium members

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Missouri Medicaid Planning CLE Course Video Topics

PART 1: Introduction and Medicaid Overview (50 MINUTES)

Start off with a basic overview of the Missouri 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 Missouri. Discover how Medicaid estate recovery works in Missouri and which assets are at risk of being recovered.

PART 3: Crisis Planning for a Single Person (30 MINUTES)

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

PART 4: Crisis Planning for a Married Couple (25 MINUTES)

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

PART 5: Pre-Planning (35 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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