MEDICAL ASSISTANCE HOW-TO’S FOR THE ELDERLY CLIENT
On Demand Seminar
ITEM #:  1732122101   |   EVENT CODE:  328317    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$245.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Available 24/7

To claim CLE credit, view by:  October 11, 2022

Through December 31, 2023, Minnesota-licensed attorneys can satisfy continuing legal education requirements by viewing and reporting up to 30 credits of on demand programming. Effective the first reporting period after January 1, 2024, there is no limit. Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

Medical Assistance How-To’s for the Elderly Client

Originally presented:  August 11, 2020     |     Course length:  6.25 hours

A practical, fundamentals seminar focused on Medical Assistance planning for your elderly clients

Topics include:

  • Cultural Considerations in Estate Planning
  • Medical Assistance for Individuals under Age 65
  • The Use of Divorce in Medical Assistance Planning
  • Long-Term Care Needs
  • Alternative Care
  • Special Needs Planning 
  • Applying for Benefits
  • And More!

Medical Assistance for Individuals Over Age 65  (45 MINUTES)
This session will cover:

  • Medical assistance asset and income eligibility laws, including trusts and annuities
  • Asset transfer laws
  • Recent case law updates

– David Rephan; Chestnut Cambronne PA; Minneapolis


Medical Assistance for Individuals Under Age 65   (45 MINUTES)
Learn all the important acronyms and their specifics for serving clients in medical assistance for individuals under 65, including BI, CADI, DD, MA-EPD, CDCS, plus a review of eligibility guidelines.
– Lauren Fink; Maser Amundson Boggio PA; Richfield


How to Use 4 Important Special Needs Planning Tools  (60 MINUTES)
This session will cover:

  • Guardianship
  • Conservatorship
  • Special needs trusts
  • SSDI/SSI benefits

– Jessica Timmington Lindstrom; Winthrop & Weinstine; Minneapolis 


Planning Strategies to Attain Eligibility  (60 MINUTES)
This session will explore permissible strategies for reducing assets for MA eligibility including spend down, five-year planning and Medicaid qualifying annuity plans.
– Mary Frances Price ; Long, Reher, Hanson & Price, PA; Minneapolis


Breaking Up Is Hard to Do: Use of Divorce in MA Planning  (60 MINUTES)
This session will cover:

  • Representation
  • Division of assets
  • Antenuptial agreements
  • Limited capacity
  • Guardians ad litem
  • Plus – hypotheticals!

– Jane Binder; Binder Law Offices PA; Minneapolis
– Brenna Galvin; Maser Amundson Boggio PA; Richfield 


Applications for Medical Assistance: Creating a Roadmap to Success  (45 MINUTES)
Topics to be discussed include obtaining necessary verifications from clients, completing the application, timing of submitting the application, processing periods, and AVS.
– Patty Dunlop; Schmitz, Schmidt & Anderson, P.A.; Saint Paul
– Kari Shogren; Long, Reher, Hanson & Price, PA; Minneapolis


Elimination of Bias: Cultural Considerations When Planning   (60 MINUTES)
1.0 elimination of bias credit applied for
What cultural considerations are you missing that could be a disservice to your client? Who should be involved in the decision-making process? How do you identify potential issues when a family member has sponsored the individual needing benefits, asset transfer, or funeral planning? You will learn practical techniques to address these dynamics in effective and creative ways in this all-new informative session.
– Maya Missaghi; Missaghi Law, PLLC; Saint Paul
– Laura Orr; 
Southern Minnesota Regional Legal Services; Saint Paul

$245

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.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.25 standard CLE credits, including 1.0 elimination of bias credit. The maximum number of total credits attendees may claim for this program is 6.25 credits.

Depending on the jurisdiction in which you practice, you may or may not be able to claim credit for viewing this on demand seminar. Please check with your licensing agency for accreditation information.

STANDARD PRICE
$245.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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