IN-PERSON PASSHOLDERS:
You may use your Pass to register for this live webcast package at no charge.
ONLINE
See the "Schedule & Faculty" tab below for course titles, dates, and times
LIVE ONLINE ONLY – NO IN-PERSON ATTENDANCE
In-Person Passholders – You may use your Pass to register for this live webcast package at no charge.
This webcast package includes 2 half-day programs covering a variety of medical assistance issues. The morning program is designed as a primer on medical assistance, while the afternoon program focuses on advanced medical assistance issues for the elderly client. Join us for this day of terrific education – you'll save $50 by registering for this webcast package instead of each webcast individually!
BONUS NETWORKING SESSION – "Ask a Medical Assistance Attorney"
Between the morning and afternoon programs, you'll have the opportunity to join your colleagues for this interactive session that gives you the opportunity to ask your burning questions to a room of experienced medical assistance professionals, discuss goings-on in the medical assistance community, and connect with colleagues.
Times listed are Central Time.
Medical Assistance Fundamentals
9:00 – 9:30 a.m.
Client Intake and the Initial Meeting: How to Ask the Right Questions
This session focuses on the first contacts with a potential client, including topics of discussion at the initial meeting and what information to gather to put your best case forward.
– Lisa Chesley
9:30 – 9:35 a.m.
BREAK
9:35 – 10:35 a.m.
The Basics: Medical Assistance Program Overview (LTC)
This session is a “mile wide, inch deep” overview of Medical Assistance (long-term care) benefits, including eligibility requirements, asset limits, spousal impoverishment rules, timing of placement/assessment, and transfer penalties.
– Jill M. Sauber
10:35 – 10:40 a.m.
BREAK
10:40 – 11:10 a.m.
Medical Assistance Income Budget Basics and Traps: How to Ensure Your Planning Is Appropriate for the Client
This session will explore how to calculate an income budget for Medical Assistance for Long-Term Care, as well as explore the differences in calculating a budget for Medical Assistance Elderly Waiver.
– Lauren L. Fink
11:10 – 11:15 a.m.
BREAK
11:15 a.m. – 12:00 p.m.
In Sickness and In Health, ‘Til Death Do Us Part: Medical Assistance Planning Strategies for Married Couples
When couples marry, they are often focus on the happily ever after. Unfortunately, the realities of aging sometimes interfere with their best laid plans. This session will cover Medical Assistance planning considerations for married couples that will enable the ill spouse to receive the care they need while still providing financial stability for the community spouse. Topics will include transfers to spouses, spousal annuities, and asset reduction strategies. It will also feature case studies.
– Brenna M. Galvin
12:00 – 12:45 p.m.
OPTIONAL NETWORKING LUNCH SESSION
Ask a Medical Assistance Attorney
Not for CLE credit
This interactive session will allow you to ask your burning questions to a room of experienced medical assistance professionals, discuss goings-on in the medical assistance community, and connect with colleagues. This session is open to attendees of this seminar, at no additional cost.
Wednesday, April 21, 2021
1:00 – 4:10 p.m.
Advanced Medical Assistance Strategies for the Elderly Client
1:00 – 2:15 p.m.
Irrevocable Trusts and Medical Assistance Planning In Minnesota: What It Is and What It Should Be
Elder Law Attorneys across the United States have long-utilized irrevocable trusts for their clients as a Medicaid planning strategy. Since 2005, Minnesota practitioners have been thwarted by a Minnesota statute that is more restrictive than what is allowed under federal law. Attorneys Mark Munson (Wisconsin) and Laura Zdychnec will provide an overview of the current state of Minnesota law, what it could be, and what we need to do about it.
– Mark D. Munson & Laura Zdychnec
2:15 – 2:20 p.m.
BREAK
2:20 – 3:05 p.m.
Advanced Transfers and Exceptions
– Mark Anderson
3:05 – 3:10 p.m.
BREAK
3:10 – 4:10 p.m.
Long Term Care Planning with Qualified Domestic Relations Orders (QDRO): the Where, When, Why and How?
This session will cover the use of a Qualified Domestic Relations Orders (QDRO) in long term care planning, and how this strategy, normally only utilized in marital dissolutions, can be expanded to allow clients to protect retirement assets for the community spouse. This will examine what case scenarios would be appropriate for this type of planning and how to start using this strategy with clients.
– Mary Frances Price
$260 MSBA members / $260 paralegals / $300 standard rate
Other discounts that may apply:
Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.
This package provides 5.75 total CLE credits. Credits should be reported individually for each webcast attended, not the package as a whole.
Minnesota CLE has applied to the Minnesota State Board of CLE for the standard, ethics, and elimination of bias CLE credits as listed below. Application has been made to the Minnesota State Bar Association for any "specialist" credits and to the Supreme Court ADR Program for any continuing education in ADR credits.
Click titles for credit status and individual event codes.
Medical Assistance Fundamentals
2.75 standard CLE credits
Advanced Medical Assistance Strategies for the Elderly Client
3.0 standard CLE credits
