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Medicaid Planning Basics: Asset Transfer Rules, Estate Recovery, and Crisis Planning Strategies

May 14, 2024
12:00PM - 1:00PM CDT
FREE for all members
CLE 1.0 CLE
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ABOUT THIS WEBINAR:

Join us for a special complimentary 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

Don’t miss this essential insight for your practice! Save your spot for this free session.

 

*1.0 hour standard CLE credit pending

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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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