Safeguarding Assets while Meeting Medicaid Eligibility Requirements (2024 Edition)
Prior to 2014, Ms. Steller owned her own Medicaid Planning Business. In 2014, she sold her business to Attorney Michael C. Norvell, when the State of Florida changed their rules on UPL. She has been a Medicaid planner for over 20 years in Florida.
2 hour CLE
Tuition: $195.00
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Program Summary
This webinar provides an in-depth exploration of Medicaid eligibility, focusing on asset qualification and protection. Attendees will gain a thorough understanding of countable vs. excluded assets, limitations on specific asset types, methods for safeguarding the family home, and best practices for asset valuation in Medicaid eligibility determinations. This course is essential for attorneys advising clients on Medicaid planning and asset protection strategies.
Key topics to be discussed:
- Assets for Qualifying for Medicaid
- Limits on Specific Types of Assets
- Protecting the Family Home
- Valuation of Assets for Eligibility Purposes
Closed-captioning available
Speakers
Rhonda D. Steller | Medicaid Planning & Resource Center, Law Firm, PLLC
Prior to 2014, Ms. Steller owned her own Medicaid Planning Business. In 2014, she sold her business to Attorney Michael C. Norvell, when the State of Florida changed their rules on UPL She has been a Medicaid planner for over 20 years in Florida.
Agenda
I. Assets for Qualifying for Medicaid | 2:00pm – 2:30pm
- Countable vs Excluded
II. Limits on Specific Types of Assets | 2:30pm – 3:00pm
Break | 3:00pm – 3:10pm
III. Protecting the Family Home | 3:10pm – 3:40pm
IV. Valuation of Assets for Eligibility Purposes | 3:40pm – 4:10pm
Credits
Alaska
Approved for CLE Credits
2 General
Alabama
Pending CLE Approval
2 General
Arkansas
Approved for CLE Credits
2 General
Arizona
Approved for CLE Credits
2 General
California
Approved for CLE Credits
2 General
Colorado
Pending CLE Approval
2 General
Connecticut
Approved for CLE Credits
2 General
District of Columbia
No MCLE Required
2 General Hours
Delaware
Pending CLE Approval
2 General
Florida
Approved via Attorney Submission
2.5 General Hours
Georgia
Approved for CLE Credits
2 General
Hawaii
Approved for CLE Credits
2.4 General
Iowa
Pending CLE Approval
2 General
Idaho
Pending CLE Approval
2 General
Illinois
Pending CLE Approval
2 General
Indiana
Pending CLE Approval
2 General
Kansas
Pending CLE Approval
2 Substantive
Kentucky
Pending CLE Approval
2 General
Louisiana
Pending CLE Approval
2 General
Massachusetts
No MCLE Required
2 General Hours
Maryland
No MCLE Required
2 General Hours
Maine
Pending CLE Approval
2 General
Michigan
No MCLE Required
2 General Hours
Minnesota
Approved for Self-Study Credits
2 General
Missouri
Approved for CLE Credits
2.4 General
Mississippi
Pending CLE Approval
2 General
Montana
Pending CLE Approval
2 General
North Carolina
Pending CLE Approval
2 General
North Dakota
Approved for CLE Credits
2 General
Nebraska
Pending CLE Approval
2 General
New Hampshire
Approved for CLE Credits
120 General Minutes
New Jersey
Approved for CLE Credits
2.4 General
New Mexico
Approved for Self-Study Credits
2 General
Nevada
Approved for Self-Study Credits
2 General
New York
Approved for CLE Credits
2.4 General
Ohio
Pending CLE Approval
2 General
Oklahoma
Pending CLE Approval
2.5 General
Oregon
Pending CLE Approval
2 General
Pennsylvania
Approved for Self-Study Credits
2 General
Rhode Island
Pending CLE Approval
2.5 General
South Carolina
Pending CLE Approval
2 General
South Dakota
No MCLE Required
2 General Hours
Tennessee
Approved for Self-Study Credits
2 General
Texas
Approved for CLE Credits
2 General
Utah
Pending CLE Approval
2 General
Virginia
Not Eligible
2 General Hours Hours
Vermont
Approved for CLE Credits
2 General
Washington
Approved for Self-Study Credits
2 Law and Legal Hours
Wisconsin
Pending CLE Approval
2.4 General
West Virginia
Pending CLE Approval
2.4 General
Wyoming
Pending CLE Approval
2 General
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#1 CLE Access Program
- Over 1,000 Live CLE Webinars each year
- All CLE webinars broadcasted in last 12 months
- Programs covering over 35 practice areas
- Hot topics & changes in the law
- All formats: Live, Replay, and On-demand
- Accreditation in every state
Access every CLE webinar,
every format, all year long!
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only $395 yearly
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