A PRACTICAL GUIDE TO MA ESTATE RECOVERY IN MINNESOTA
Online Replay Seminar
ITEM #:  2552752602   |   EVENT CODE:  541349 - PENDING
MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

ONLINE

Thursday, February 19, 2026

9:00 AM - 4:15 PM

A Practical Guide to MA Estate Recovery in Minnesota

Join us for a comprehensive exploration of Medical Assistance Estate Recovery in Minnesota. The morning sessions will build a foundation of MA estate recovery basics and review key case law. The afternoon sessions dive into advanced topics, practical applications, and emerging trends.

Sessions include:

  • Fundamentals of MA Estate Recovery in MN
  • Eligibility Requirements for MA Benefits
  • Strategic Use of Special Needs Trusts
  • Intricacies of DHS Liens and Clearance Certificates
  • County Claims Process
  • And more!

This thorough examination of Minnesota’s Medical Assistance (MA) estate recovery process, from initial eligibility determinations to final claim resolution is an ideal seminar for attorneys practicing in elder law, estate planning, probate, real estate, and health law who work with clients receiving or planning for long-term care services.

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST 


9:00 – 9:05 a.m.
Welcome & Introduction
– Mark A. Eekhoff, Course Chair


9:05 – 10:35 a.m.
The Fundamentals of MA Estate Recovery in Minnesota
– Mark A. Eekhoff & Cathryn D. Reher


10:35 – 10:50 a.m.
BREAK


10:50 – 11:35 a.m.
Medical Assistance Financial and Non-Financial Eligibility Requirements
– Téa Baker & David A. Rephan


11:35 a.m. – 12:35 p.m.
Roles and Requirements in Special Needs Trust Administration
– Nathan Danielson, Geneva E. Finn, Eric S. Jonsgaard, Katrina Pierce & Jeffrey W. Schmidt


12:35 – 1:15 p.m.
LUNCH BREAK (on your own)


1:15 – 2:15 p.m.
MA Liens and Notices of Potential Claim (NPCs): Minnesota Department of Human Services’ Role in the Recovery Process
– Mark A. Eekhoff


2:15 – 3:00 p.m.
Claims Against Estates: The Role of the County in the Recovery Process
– Carl E. Erickson


3:00 – 3:15 p.m.
BREAK


3:15 – 4:15 p.m.
Who’s Your Client? Ethical Issues in MA Applications, Appeals, and Probates
1.0 ethics credit applied for
– Karin K. Ciano

LIVE IN-PERSON
Friday, January 23, 2026
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Wednesday, February 4, 2026
Thursday, February 19, 2026

Attend online
A moderator will be available to answer questions by email.

$295 MSBA members / $295 paralegals / $345 standard rate

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 6.0 CLE credits, including 1.0 ethics credit. The maximum number of total credits attendees may claim for this program is 6.0 credits.

MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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