Pennsylvania Medicaid Planning CLE Course Featuring Rebecca A. Hobbs, CELA

Cost
FREE for Premium members
CLE
3.0 Hours CLE credit
5 Videos + Interactive Assessments

Delve into the Pennsylvania 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 Pennsylvania. Plus, it features insight from Rebecca A. Hobbs, CELA, a resident practitioner who is well-versed in Pennsylvania Medicaid planning.

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COURSE FEATURES

comprehensive videos Comprehensive
Videos
interactive quizzes Interactive
Quizzes
ability to save progress Ability to
Save Progress
course completion certificate Course Completion Certificate
guided cle experience Guided
CLE Experience

MEET YOUR COURSE INSTRUCTORS

Rebecca A. Hobbs, CELA

Principal, O'Donnell, Weiss & Mattei, P.C.

Rebecca focuses her practice on elder law, special needs planning, estate planning, estate and trust administration, and Veteran’s benefits. She is Certified as an Elder Law Attorney (CELA) and is licensed to practice in both Pennsylvania and New Jersey. She is an active member of the National Academy of Elder Law Attorneys (NAELA) and the Pennsylvania Association of Elder Law Attorneys (PAELA). Rebecca is an active member of the Pennsylvania Bar Association (PBA), serving on the PBA Charitable Organizations Committee and the PBA Legal Services to Persons with Disabilities Committee. She is a Director of the Montgomery Bar Association, serves on the Executive Committee, and is co-chair of the Elder Law Committee.

Jim Wolverton, J.D.

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

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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Pennsylvania Medicaid Planning CLE Course Video Topics

Introduction and Medicaid Overview

PART 1: Introduction and Medicaid Overview (60 MINUTES)

Start off with a basic overview of the Pennsylvania 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. 

Transfers and Estate Recovery

PART 2: Transfers and Estate Recovery (35 MINUTES)

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

Crisis Planning For a Single Person

PART 3: Crisis Planning For a Single Person (35 MINUTES)

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

Crisis Planning For a Married Couple

PART 4: Crisis Planning For a Married Couple (35 MINUTES)

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

Pre-Planning

PART 5: Pre-Planning (55 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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