Ohio Medicaid Planning CLE Course

Ohio Medicaid Planning CLE Course Featuring Michael T. Bryan, J.D.

FREE for Premium members

3.5 Hours CLE credit

5 Videos + Interactive Assessments

Delve into the Ohio 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 Ohio. Plus, it features insight from Michael T. Bryan, J.D., a resident practitioner who is well-versed in Ohio Medicaid planning.

*Approved for 3.5 hours standard self-study CLE credit

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COURSE FEATURES

Comprehensive
Videos

Interactive
Quizzes

Ability to
Save Progress

Course Completion Certificate

Guided
CLE Experience

MEET YOUR COURSE INSTRUCTORS

Michael T. Bryan, J.D.

Owner – Stubbins, Watson, Bryan & Witucky Co., L.P.A.

Michael has been with his firm since 2000. Motivated by empathy and helping others, his practice areas focus on elder law, long-term care planning, Medicaid, veterans benefits, estate planning, asset protection, and guardianships. He is a member of the Ohio State Bar Association, National Academy of Elder Law Attorneys (NAELA), the National Care Planning Council, and the Ohio Care Planning Council. Michael attended Ohio State University and Capital University Law School.

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).

Aaron Kempen

Senior Relationship Manager

As a Senior Relationship Manager, Aaron’s main priority is to help new and prospective attorneys find a streamlined solution for their long-term care planning cases. Aaron has several years of experience working with estate planning and elder law attorneys and helping them utilize Medicaid Compliant Annuities as well as our other products and services to benefit their clients. Training is at the core of Aaron’s role, and he has a keen ability to explain complex strategies in a way that is easy to understand. He is passionate about helping people and witnessing their progress firsthand.

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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Ohio Medicaid Planning CLE Course Video Topics

PART 1: Introduction and Medicaid Overview (75 MINUTES)

Start off with a basic overview of the Ohio 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 (30 MINUTES)

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

PART 3: Crisis Planning for a Single Person (40 MINUTES)

Delve into crisis Medicaid planning strategies for single clients in Ohio, including in-depth tactics for using Medicaid Compliant Annuities. Get detailed overviews of the most common single person plans used in Ohio 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 Ohio, including detailed tactics for using Medicaid Compliant Annuities. Get in-depth overviews of the most common married couple plans used in Ohio 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.

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