ADVANCED MEDICAL ASSISTANCE STRATEGIES FOR THE ELDERLY CLIENT
On Demand Seminar
ITEM #:  1736392101   |   EVENT CODE:  352032    |   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.

Advanced Medical Assistance Strategies for the Elderly Client

Originally presented:  April 21, 2021     |     Course length:  3.0 hours

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

  • QDRO Planning
  • Irrevocable Trust Update
  • Advanced Transfers and Exceptions

Irrevocable Trusts and Medical Assistance Planning In Minnesota: What It Is and What It Should Be  (75 MINUTES)
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

Advanced Transfers and Exceptions  (45 MINUTES)
– Mark Anderson 

Long Term Care Planning with Qualified Domestic Relations Orders (QDRO): the Where, When, Why and How?  (60 MINUTES)
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

$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 3.0 standard CLE credits. The maximum number of total credits attendees may claim for this program is 3.0 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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