Medicaid Planner Course

After purchase, you will receive an email with login sign-up details to access your online video course.

Who can benefit from this training?

The online video course is geared to support the learning of EVERYONE involved with the long-term care financing system.  This includes elder law attorneys, senior financial planners, geriatric care managers, social workers, nursing home administrators, certified public accountants, paralegals, and funeral home directors.  Jumpstart your Medicaid Planning practice or learn how to give better advice to clients facing long-term care issues.  Whatever your goal is, this course will take you through Medicaid Planning from a basic understanding of how Medicaid works and why it works the way it does through the entire planning and application/approval process.  There are even practical tips for advocates on how to win fair hearings and overcome denials — all from the master himself.

What will the training cover?

The following are the titles of each webinar session.
SESSION 1: Introduction to Medicaid Planning
SESSION 2: Medicaid Program Overview
SESSION 3: Medicaid Eligibility Planning
SESSION 4: General Asset-Eligibility Rules
SESSION 5: Community Spouse Asset Rules
SESSION 6: Asset-Eligibility Strategies (PART I1)
SESSION 7: Asset-Eligibility Strategies (PART II)
SESSION 8: Divestments (Part I)
SESSION 9: Divestments (Part II)
SESSION 10: Trusts
SESSION 11: Annuities and Promissory Notes (Part I)
SESSION 12: Annuities and Promissory Notes (Part II)
SESSION 13: Income Eligibility
SESSION 14: Special Concerns for the Homestead and Family Farm
SESSION 15: Applying for Medicaid
SESSION 16: Post-Eligibility Issues, Advocacy Opportunities, and Veteran’s Benefits
SESSION 17: Estate Recovery

If you have any questions, please e-mail info@wealthpreservationproducts.com.