One of the best ways to learn this important subject matter is to view our 18 one-hour sessions taught by Medicaid Planning expert Michael Anthony, JD, CMP™ (author of The Medicaid Planning Guidebook).
To order access to these recorded sessions for $250, click here.
The sessions will cover:
SESSION 1: Introduction to Medicaid Planning
SESSION 2: Medicaid Program Overview
SESSION 3: Medicaid Eligibility Planning
SESSION 4: General Asset-Eligibility Rules
SESSION 5: Community Spouse Asset Rules
SESSION 6: Asset-Eligibility Strategies (PART I1)
SESSION 7: Asset-Eligibility Strategies (PART II)
SESSION 8: Divestments (Part I)
SESSION 9: Divestments (Part II)
SESSION 10: Trusts
SESSION 11: Annuities and Promissory Notes (Part I)
SESSION 12: Annuities and Promissory Notes (Part II)
SESSION 13: Income Eligibility
SESSION 14: Special Concerns for the Homestead and Family Farm
SESSION 15: Applying for Medicaid
SESSION 16: Post-Eligibility Issues, Advocacy Opportunities and Veteran’s Benefits
SESSION 17: Estate Recovery
SESSION 18: Practical Examples