8:30 – 9:00 a.m.
JOIN ONLINE

9:00 – 9:30 a.m.
Client Intake and the Initial Meeting: How to Ask the Right Questions
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 

9:30 – 9:35 a.m.
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9:35 – 10:35 a.m.
The Basics: Medical Assistance Program Overview (LTC)
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

10:35 – 10:40 a.m.
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10:40 – 11:10 a.m.
Medical Assistance Income Budget Basics and Traps: How to Ensure Your Planning Is Appropriate for the Client
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

11:10 – 11:15 a.m.
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11:15 a.m. – 12:00 p.m.
In Sickness and In Health, ‘Til Death Do Us Part: Medical Assistance Planning Strategies for Married Couples
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

12:00 – 12:45 p.m.
OPTIONAL NETWORKING LUNCH SESSION 
Ask a Medical Assistance Attorney
Not for CLE credit
This interactive session will allow you to ask your burning questions to a room of experienced medical assistance professionals, discuss goings-on in the medical assistance community, and connect with colleagues. This session is open to attendees of this seminar, at no additional cost.

$155 MSBA members / $155 paralegals / $175 standard rate

Other discounts that may apply:

• Season Pass Discount
• New Lawyer Discount

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.