Courses for Professionals

Medicaid Planning
Wednesday, October 25, 2017 Registration begins at 8:30am
Holiday Inn - Williston Road, So Burlington
Located at: 1068 Williston Road, So Burlington, VT 05403

National Business Institute (NBI) hosts  seminar with presenters Michael D. Caccavo, Glenn A. Jarrett, Lon T. McClintock and Dianne R. Pallmerine.


Medicaid Planning

Program Description

Stay on the Cutting Edge of Medicaid Practice

Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused course is dedicated to helping you offer the most current and effective Medicaid planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, and estate recovery rules. Register today!

  • Hear the latest changes to in-home care services coverage under the ACA and PACE.
  • Clear up out-of-state coverage issues before applying for Medicaid.
  • Find new ways to transfer assets without risking eligibility.
  • Determine what assets count as "without saleable value" for purposes of qualified transfers.
  • Walk through the Medicaid application, hearing and appeal steps; and get tips on speeding up the process.
  • Prevent malpractice with legal ethics guidance tailored to Medicaid practice challenges.
  • Make better use of waivers and estate recovery exemptions.

Who Should Attend

This basic-to-intermediate level seminar will give you all the information you'll need to qualify clients for Medicaid and is designed for:

  • Attorneys
  • Paralegals
  • Nursing Home Administrators
  • Accountants and CPAs
  • Financial Planners
  • Investment Advisers
  • Geriatric Care Managers

Course Content

  1. Is Medicaid Right for Your Client?
  2. Excluded vs. Countable Assets
  3. Qualifying Asset Transfers: Which Techniques Work
  4. Income Eligibility
  5. Application Process, Appeals and Post-Eligibility Issues
  6. Legal Ethics
  7. Liens, Estate Recovery and Hardship Waivers

Continuing Education Credit

Continuing Legal Education

Credit Hrs State
CLE 6.00 -  NH*
CLE 6.00 -  VT*

Financial Planners – Financial Planners: 7.00

National Association of Board of Nursing Home Administrators – NAB/NCERS: 6.00

National Association of State Boards of Accountancy – CPE for Accountants: 7.00 *

* denotes specialty credits

Click here to go to the NBI website for description and registration information.

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| Phone: 802-864-5951

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