Medicaid Asset Planning: A Practical Toolkit

Jun 06, 2019 9:00 AM - 4:30 PM
Registration begins at 8:30AM

Holiday Inn - Burlington

1068 Williston Road, South Burlington, VT 05403 [Map & Directions]



Attorney Glenn Jarrett from Jarrett & Luitjens will be presenting 2 segments within this full day seminar.


Safeguard the Financial Future of Elderly Clients

Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!

  • Learn what the resource eligibility requirements are when applying for Medicaid.
  • Protect your clients' interests by knowing what's exempt and what's not.
  • Guide clients through the Medicaid qualification process by knowing what's involved.
  • Employ the most practical and effective asset transfer methods to comply with the spend-down requirement.
  • Explore crisis planning methods to restore Medicaid benefits as quickly as possible.
  • Find out what waiver programs are exist and what unique opportunities they provide.

Course Content

  1. Applying for Medicaid - The Four Eligibility Requirements
  2. Pre-Need Asset Planning
  3. Crisis Planning and Assistance
  4. Trust-Based Medicaid Planning in Detail
  5. Using Special Needs Trusts - Sample Trust Review
  6. Medicaid Waiver Programs
  7. Applied Legal Ethics


Register at nbi-sems.com

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1795 Williston Road, Suite 125, So. Burlington, VT 05403
| Phone: 802-864-5951

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