To claim CLE credit, view by: April 4, 2024
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.
Originally presented: April 5, 2022 | Course length: 5.5 hours
Whether you are an estate planning attorney looking to better assist elderly clients, a real estate attorney who needs to know how medical assistance impacts transfers, gifts or deeds, or simply looking to increase your knowledge of medical assistance for future cases, this seminar will give you a solid foundation of the important concepts, rules and strategies involved.
This seminar offers 6 presentations to get you started, including what every attorney needs to know about:
Welcome & Introduction (5 MINUTES)
An Introduction to Eligibility Rules (60 MINUTES)
This session will introduce the concepts of categorical eligibility, financial eligibility, long-term care, and elderly waivers.
– Lauren L. Fink
The Intersection of Estate Planning and Medical Assistance (45 MINUTES)
Health Care Directives; Powers of Attorney (Statutory and Common Law); Wills and Trusts.
– Bobbi Hermanson-Albers
What Every Attorney Needs to Know About Asset Reduction and Transfer Planning (60 MINUTES)
As a client ages, they will inevitably discuss transferring their assets, gifting to their family and friends, and other financial moves. This session will help you competently discuss the impacts of certain transfers and the impact on eligibility for medical assistance.
– Brenna M. Galvin
The Interplay of Medical Assistance and Irrevocable Trusts (60 MINUTES)
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.
– Michael Teeter
What Every Attorney Needs to Know About the Medical Assistance Benefits Application Process (45 MINUTES)
The application process can be daunting for clients. This session will provide an overview of MNCHOICES, submission verifications, the approval process, how to create a budget, and how to submit a renewal request.
– Traci Sherman
The Intersection of Real Estate and Medical Assistance (60 MINUTES)
This session will discuss lifetime gifts of real estate and conveyances made to avoid probate as well as the implications for medical assistance benefits eligibility, including the lookback period, penalties/periods of ineligibility, risks associated with transfers, and tax consequences.
– Jill M. Sauber
Other discounts that may apply:
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 email@example.com.
Minnesota CLE is applying to the Minnesota State Board of CLE for 5.5 standard CLE credits. The maximum number of total credits attendees may claim for this program is 5.5 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.