MEDICAL ASSISTANCE FUNDAMENTALS
On Demand Seminar
ITEM #:  1736382101   |   EVENT CODE:  352029    |   CREDIT STATUS:  APPROVED
STANDARD PRICE
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Available 24/7

To claim CLE credit, view by:  April 20, 2023

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 Fundamentals

Originally presented:  April 21, 2021     |     Course length:  2.75 hours

A convenient half-day seminar offering insight from experienced medical assistance attorneys on medical assistance primer topics, including: 

  • Medical Assistance Program Overview
  • Client Intake and the Initial Meeting: How to Ask the Right Questions
  • Medical Assistance Income Budget Basics and Traps
  • Medical Assistance Planning Strategies for Married Couples

Client Intake and the Initial Meeting: How to Ask the Right Questions  (30 MINUTES)
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 

The Basics: Medical Assistance Program Overview (LTC)  (60 MINUTES)
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

Medical Assistance Income Budget Basics and Traps: How to Ensure Your Planning Is Appropriate for the Client  (30 MINUTES)
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

In Sickness and In Health, ‘Til Death Do Us Part: Medical Assistance Planning Strategies for Married Couples  (45 MINUTES)
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

$175

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 2.75 standard CLE credits. The maximum number of total credits attendees may claim for this program is 2.75 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
$175.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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