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See the "Schedule & Faculty" tab below for course titles, dates, and times
A series designed for people new to Medical Assistance. Learn the essential processes, terms, planning components and considerations, and the common ethical issues involved in this specialized yet pervasive practice area.
Times listed are Central Time.
Wednesday, January 10, 2024
12:00 – 1:00 p.m.
Medical Assistance: The Application Process
The MA application is not always as straightforward as one might think. In this presentation, you will learn about the MNCHOICES assessment, what goes on the application, what verifications are required, and when to file.
– Patty Dunlop; Schmitz, Schmidt & Anderson PA
– Jessica Cramer; Brouse, Woodke & Hildebrandt, PLLP
Thursday, January 11, 2024
9:00 – 10:00 a.m.
Medical Assistance: Irrevocable Trusts and Medical Assistance Planning in Minnesota
Irrevocable trusts are created to remove property from a taxable estate and protect property from the beneficiaries’ creditors. This session will weigh the benefits of utilizing an irrevocable trust when medical assistance is present in Minnesota.
– Laura Zdychnec; Northwoods Law Group
– Mark Munson; Ruder Ware, L.L.S.C.
Friday, January 12, 2024
12:00 – 1:00 p.m.
Medical Assistance: Asset Planning and Reduction of Assets
Understand how assets are counted for MA and learn how transferring assets, gifting to family and friends, and other financial moves impact eligibility for medical assistance.
– Lauren L. Fink; Maser Amundson Boggio P.A.
– Christopher J. Kradle; Maser Amundson Boggio P.A.
Tuesday, January 16, 2024
2:00 – 3:00 p.m.
Medical Assistance: How and When to Use Annuities in MA Planning
What makes an annuity a good option when planning for medical assistance? What are the rules for using annuities in medical assistance planning? When would you want to use them, and when would you want to explore other alternatives? Learn the answers to these questions and more in this valuable installment of the Medical Assistance A to Z series.
– David A. Rephan; Chestnut Cambronne PA
Wednesday, January 17, 2024
3:00 – 4:00 p.m.
Medical Assistance: Veterans Benefits Basics – An Overview of Various Programs and Benefits for the Newer Elder Law Attorney
Not every elder law practitioner needs to be an expert on veterans' benefits; however, being able to identify issues and connect clients with additional information and resources is an essential component to thorough representation. This session will focus on a basic working knowledge with the goal of assisting in issue spotting and resources identification for the practicing elder law attorney.
– Mary Frances Price; Moss & Barnett PA
Thursday, January 25, 2024
12:00 – 1:00 p.m.
Medical Assistance: Senior Housing Options
Learn about the types of senior housing available, payment sources, the laws and regulations that govern these various housing options.
– Michelle R. Klegon; Klegon Law Office, Ltd.
Friday, January 26, 2024
9:00 – 10:00 a.m.
Medical Assistance: Elder Law Ethics – Oh, the Conflicts You’ll Know!
Elder law ethics is a mix of analysis and art. Using hypotheticals, Eric Cooperstein will explore the light and shadows of how to recognize and analyze potential and current conflicts when representing clients in elder law issues.
– Eric T. Cooperstein; Law Office of Eric T. Cooperstein
Tuesday, January 30, 2024
12:00 – 1:00 p.m.
Medical Assistance: What You Need to Know About Medical Assistance Estate Recovery and Liens
Learn the who, what, when, why, and how of medical assistance estate recovery and liens in Minnesota.
– Mark A. Eekhoff; Minnesota Department of Human Services
Tuesday, January 30, 2024
2:00 – 3:00 p.m.
Medical Assistance: The Nuts and Bolts of Medicare Appeals
Learn the 5 important questions attorneys must consider when representing a client with a Medicare appeal.
– Kelli Jo Greiner; Minnesota Department of Human Services
Thursday, February 8, 2024
12:00 – 1:00 p.m.
Medical Assistance: Elderly Waiver and Alternative Care
Learn the basics of financial eligibility and service benefits of Elderly Waiver and Alternative Care.
– Cathryn D. Reher; Barna Guzy & Steffen
– Kate R. Fredrickson; Barna Guzy & Steffen
$445
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 10.0 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: The Application Process
1.0 standard CLE credit
Medical Assistance: Irrevocable Trusts and Medical Assistance Planning in Minnesota
1.0 standard CLE credit
Medical Assistance: Asset Planning and Reduction of Assets
1.0 standard CLE credit
Medical Assistance: How and When to Use Annuities in MA Planning
1.0 standard CLE credit
Medical Assistance: Veterans Benefits Basics – An Overview of Various Programs and Benefits for the Newer Elder Law Attorney
1.0 standard CLE credit
Medical Assistance: Senior Housing Options
1.0 standard CLE credit
Medical Assistance: Elder Law Ethics – Oh, the Conflicts You’ll Know!
1.0 ethics credit
Medical Assistance: What You Need to Know About Medical Assistance Estate Recovery and Liens
1.0 standard CLE credit
Medical Assistance: The Nuts and Bolts of Medicare Appeals
1.0 standard CLE credit
Medical Assistance: Elderly Waiver and Alternative Care
1.0 standard CLE credit
