Monday, July 17, 2023
9:00 AM - 4:45 PM
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:
8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
9:00 – 9:05 a.m.
WELCOME & ANNOUNCEMENTS
9:05 – 9:50 a.m.
Get the Essentials of Medical Assistance Eligibility
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
9:50 – 10:50 a.m.
Understanding Asset Planning for Medical Assistance
Understand how assets are counted for MA and learn about current asset reduction strategies for single persons and married couples.
– Bobbi J. Hermanson-Albers
10:50 – 11:05 a.m.
11:05 a.m. – 12:05 p.m.
Master the Medical Assistance Application Process
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
12:05 – 12:50 p.m.
Medical Assistance in the Post-COVID Era
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
12:50 – 1:30 p.m.
LUNCH BREAK (on your own)
1:30 – 2:30 p.m.
How to Draft Irrevocable Trusts in Minnesota
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
2:30 – 2:35 p.m.
2:35 – 3:35 p.m.
Using Annuities in Medical Assistance Planning
MA annuities involve special considerations. Learn the best approaches for spousal annuities, calculating gifting annuities, planning with IRAs and more.
– Dale M. Krause
3:35 – 3:45 p.m.
3:45 – 4:45 p.m.
Medical Assistance Advocacy
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
Wednesday, May 31, 2023
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Friday, June 23, 2023
Monday, July 17, 2023
A moderator will be available to answer questions by email.
$295 MSBA members / $295 paralegals / $345 standard rate
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 firstname.lastname@example.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.