Medicaid Planning 101, Part 1 - Understanding Medicaid Eligibility

In the first part of this three-part comprehensive series, presenters Jim Wolverton, Director of Legal Education, and Aaron Kempen, Senior Relationship Manager, of Krause Financial, will delve into the fundamental strategies that elder law and estate planning attorneys can employ to guide their senior clients through long-term care planning. The focus will be on unraveling the intricacies of the Medicaid program, emphasizing both non-financial and financial qualification requirements. The topics covered include an introduction to Medicaid eligibility regulations, non-financial requirements, and a detailed exploration of income and asset rules


Learning Objectives:

1. Identify the financial and non-financial Medicaid qualification requirements
2. Review income and asset rules governing Medicaid eligibility
3. Break down the intricacies of Community Spouse Resource Allowance and rules surrounding uncompensated transfers