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To claim CLE credit, view by: May 30, 2025
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: May 31, 2023 | Course length: 6.5 hours
Whether you are a practitioner with an elderly client who needs help in the planning process, or even a Medical Assistance specialist, the Medical Assistance rules can present a daunting challenge. In this course you will learn:
Welcome and Announcements (5 MINUTES)
Get the Essentials of Medical Assistance Eligibility (45 MINUTES)
Hear the latest developments on categorical eligibility, financial eligibility, long-term care and elderly waivers. Get the latest guidance on developing an MA budget.
– Martha Amdahl & Kari Shogren
Understanding Asset Planning for Medical Assistance (60 MINUTES)
Understand how assets are counted for MA and learn about current asset reduction strategies for single persons and married couples.
– Bobbi J. Hermanson-Albers
Master the Medical Assistance Application Process (60 MINUTES)
The application process requires special skill. Learn about the MNCHOICES assessment, what goes on the application, what verifications are required and when to file.
– Patty Dunlop & Valerie Stedman
Medical Assistance in the Post-COVID Era (45 MINUTES)
Hear from the Minnesota Department of Human Services on the lifting of the COVID Emergency Order, the impact on MA planning and other recent policy initiatives.
– Sally Holthouse Barlow
How to Draft Irrevocable Trusts in Minnesota (60 MINUTES)
Irrevocable Trusts can be a valuable planning tool for MA, but Minnesota law has some hidden dangers. Learn how to navigate around the potholes.
– Lauren L. Fink & Brenna M. Galvin
Using Annuities in Medical Assistance Planning (60 MINUTES)
MA annuities involve special considerations. Learn the best approaches for spousal annuities, calculating gifting annuities, planning with IRAs and more.
– Dale M. Krause
Medical Assistance Advocacy (60 MINUTES)
Know what to do when your client’s application is challenged. Learn what makes for the most effective advocacy when the application is pending as well as in the appeal process if benefits are denied.
– Mary Frances M. Price
$295
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 6.5 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.5 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.
