On-Demand Medicaid Planning CLE Series
Training Course for Elder Law Professionals

COMPREHENSIVE, SELF-PACED COURSE

Gain insight into the world of Medicaid planning with this in-depth educational experience. Throughout this CLE series, we cover the entire Medicaid program, front to back, with a strong emphasis on using Medicaid Compliant Annuities in your practice. You’ll learn about common and advanced Medicaid Compliant Annuity (MCA) strategies as well as details about Medicaid planning that we don’t cover anywhere else. Get the information you need to develop successful crisis Medicaid plans for your senior clients.

$500
one-time cost
5.0 Hours*
CLE credit

5 Chapters
40 to 75 min each
4-8 Videos
per chapter
3-5 Questions
after each video
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An Attorney Access account is required to enroll in and access this course. Please log in or create a new account before enrolling.

* Credits hours and approvals vary by state. View the full list here.

COURSE FEATURES

comprehensive videos Comprehensive Videos
interactive quizzes Interactive
Quizzes
ability to save progress Ability to
Save Progress
course completion certificate Course Completion Certificate
guided cle experience Guided CLE Experience
What to expect

WHAT TO EXPECT

  • Five engaging video chapters ranging from 40 to 75 minutes
  • Four to eight videos per chapter focusing on different aspects of the Medicaid program.
  • Short knowledge checks after each video to test your understanding
  • Self-paced structure with the ability to bookmark your spot and return later
How it works

HOW IT WORKS

Need more CLE information? Visit our FAQs page for details.

WHAT’S IN IT FOR YOU

WHAT’S IN IT FOR YOU

  • Exclusive, engaging educational experience with CLE Credit
  • In-depth training on the intricacies of the Medicaid program
  • Advanced Medicaid Compliant Annuity strategies and case examples
  • Ability to review the course as your schedule allows

Take advantage of this essential training opportunity.

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MEDICAID PLANNING CLE VIDEO TOPICS

CHAPTER 1: THE HISTORY OF MEDICAID (40 MINUTES)

Start off with a basic overview of the Medicaid program, including how it can help seniors afford the long-term care they need. Then, dive into the different options available when planning ahead as opposed to planning when the client is already residing in a facility. Learn about the full legislative history of Medicaid before focusing on the pieces of legislation that have shaped the Medicaid program as we know it today.

VIDEO DESCRIPTIONS
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CHAPTER 2: MEDICAID ELIGIBILITY REQUIREMENTS (75 MINUTES)

Delve into Medicaid’s eligibility requirements, including the non-financial constraints as well as income and asset qualifications. Discover the standards Medicaid implements in order to avoid spousal impoverishment, including the Monthly Maintenance Needs Allowance and Community Spouse Resource Allowance. Finally, learn about the lookback period and penalty period and find out how divestments can impact Medicaid eligibility.

VIDEO DESCRIPTIONS
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CHAPTER 3: BASIC MEDICAID COMPLIANT ANNUITY STRATEGIES (60 MINUTES)

Learn about the Medicaid Compliant Annuity, a powerful planning tool designed to accelerate Medicaid eligibility, as well as strategies for using MCAs with clients. Get detailed overviews of some of the most common MCA plans for both married couples and single people, including real-life case studies.

VIDEO DESCRIPTIONS
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CHAPTER 4: ADVANCED MEDICAID COMPLIANT ANNUITY STRATEGIES (72 MINUTES)

Dive into some of the more complex Medicaid Complaint Annuity strategies. Learn how to handle retirement accounts and the options for funding these accounts into an MCA. Discover solutions for existing non-qualified annuities to help clients avoid immediate tax consequences. Explore tactics for when both spouses are in the nursing home as well as an alternative MCA strategy for a single person.

VIDEO DESCRIPTIONS
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CHAPTER 5: THE MEDICAID APPLICATION PROCESS (40 MINUTES)

Learn about the Medicaid application process, from preparing the application to handling a potential denial. Find out what to expect in the event of a fair hearing and delve into the Medicaid estate recovery process, including what assets are at risk or exempt from recovery.

VIDEO DESCRIPTIONS
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ANDREA GAGE-MICHAELS, J.D., M.D.R.

MEET THE PRESENTER

ANDREA GAGE-MICHAELS, J.D., M.D.R.

Legal Affairs Advisor & Attorney at Law

Andrea Gage-Michaels has more than 20 years of experience in the legal field and currently owns her own boutique elder law firm, where she serves seniors throughout Wisconsin. In addition to practicing law through her firm, Andrea contributes to videos, blogs, and other materials designed to educate and train attorneys with Krause Financial Services. She earned her Juris Doctor degree and Masters in Dispute Resolution from Marquette University and has prior experience working at Legal Action of Wisconsin and the State Bar of Wisconsin. Andrea has a passion for elder law, and she appreciates every opportunity to help seniors and other attorneys develop strategies for success.