Log in
Unlimited CLE Pass
AboveTheLaw.com
Contact Us
Contact Us
Log in

Safeguarding Assets while Meeting Medicaid Eligibility Requirements (2024 Edition)

Rhonda D. Steller
Rhonda D. Steller | Medicaid Planning & Resource Center, Law Firm, PLLC

Prior to 2014, Ms. Steller owned her own Medicaid Planning Business. In 2014, she sold her business to Attorney Michael C. Norvell, when the State of Florida changed their rules on UPL. She has been a Medicaid planner for over 20 years in Florida.

On-Demand: October 18, 2024

2 hour CLE

This program is only available to All-Access Pass Members.
Subscribe to Above the Law CLE + myLawCLEs All-Access Pass...
Get this course, plus over 1,000+ live webinars.
Learn More
Subscribe to All-Access Pass - $395

Program Summary

This webinar provides an in-depth exploration of Medicaid eligibility, focusing on asset qualification and protection. Attendees will gain a thorough understanding of countable vs. excluded assets, limitations on specific asset types, methods for safeguarding the family home, and best practices for asset valuation in Medicaid eligibility determinations. This course is essential for attorneys advising clients on Medicaid planning and asset protection strategies.

Key topics to be discussed:

  • Assets for Qualifying for Medicaid
  • Limits on Specific Types of Assets
  • Protecting the Family Home
  • Valuation of Assets for Eligibility Purposes

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Rhonda D. Steller_myLawCLERhonda D. Steller | Medicaid Planning & Resource Center, Law Firm, PLLC

Prior to 2014, Ms. Steller owned her own Medicaid Planning Business. In 2014, she sold her business to Attorney Michael C. Norvell, when the State of Florida changed their rules on UPL She has been a Medicaid planner for over 20 years in Florida.

Agenda

I. Assets for Qualifying for Medicaid | 2:00pm – 2:30pm

  • Countable vs Excluded

II. Limits on Specific Types of Assets | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Protecting the Family Home | 3:10pm – 3:40pm

IV. Valuation of Assets for Eligibility Purposes | 3:40pm – 4:10pm

Preview
More CLE Webinars
Trending CLE Webinars
The Self-Attorney’s Guide to Writing EVERYTHING OFF! (Presented by Tax Rep)
The Self-Attorney’s Guide to Writing EVERYTHING OFF! (Presented by Tax Rep) Mon, July 28, 2025
Live Webcast
Forming LLCs to Hold Rental Properties – a how-to guide (2024 Edition)
Forming LLCs to Hold Rental Properties – a how-to guide (2024 Edition) Thu, July 31, 2025
On-Demand
Live Replay
The Litigator’s Guide to Evidentiary Objections: When to hold them and how to avoid mistakes (Including 1hr of Ethics) [2024 Edition]
The Litigator’s Guide to Evidentiary Objections: When to hold them and how to avoid mistakes (Including 1hr of Ethics) [2024 Edition]
Reger Rizzo & Darnall LLC
On-Demand
Mastering Billable Hours: Essential skills for new attorneys (Including 1 hour of ethics)
Mastering Billable Hours: Essential skills for new attorneys (Including 1 hour of ethics)
Gatehouse Law
On-Demand
30(b)(6) Depositions Unveiled: The Ultimate Guide for Plaintiff and Defense Attorneys
30(b)(6) Depositions Unveiled: The Ultimate Guide for Plaintiff and Defense Attorneys
Haynes and Boone, LLP
On-Demand
Handling PI Cases Involving Amazon DSPs and How to Hold Amazon Accountable
Handling PI Cases Involving Amazon DSPs and How to Hold Amazon Accountable Wed, July 9, 2025
Live Webcast
Partnership Distributions: Minimizing Tax Liability, Leveraging Debt Allocations, and Navigating Liquidating Events
Partnership Distributions: Minimizing Tax Liability, Leveraging Debt Allocations, and Navigating Liquidating Events Thu, July 17, 2025
On-Demand
Live Replay
Understanding the Corporate Veil: Strategies to Maintain and Pierce Limited Liability (2025 Edition)
Understanding the Corporate Veil: Strategies to Maintain and Pierce Limited Liability (2025 Edition)
Weinberg Gonser, LLP
On-Demand
Attorney Persuasion in Practice: Use of Voice and Body Language, Personal Credibility, and Enhanced Memory Techniques
Attorney Persuasion in Practice: Use of Voice and Body Language, Personal Credibility, and Enhanced Memory Techniques Wed, July 30, 2025
Live Webcast
Presenting and Objecting to Evidence in Legal Proceedings: Common pitfalls, documentary evidence, pre-trial motions, expert testimony, and presentation
Presenting and Objecting to Evidence in Legal Proceedings: Common pitfalls, documentary evidence, pre-trial motions, expert testimony, and presentation Thu, July 31, 2025
On-Demand
Live Replay
Upcoming CLE Webinars
Litigating Breach of Contract Claims: Elements of Valid Contracts, Types of Breach, Cure Periods, and Available Remedies
Litigating Breach of Contract Claims: Elements of Valid Contracts, Types of Breach, Cure Periods, and Available Remedies Wed, June 25, 2025
Live Webcast
The Changing FTC: Shifts in Regulation, Big Tech, and Enforcement Trends
The Changing FTC: Shifts in Regulation, Big Tech, and Enforcement Trends Wed, June 25, 2025
Live Webcast
Building Ethical Resilience: Legal Counsel’s Role in Fostering Leadership and Dialogue
Building Ethical Resilience: Legal Counsel’s Role in Fostering Leadership and Dialogue Wed, June 25, 2025
Live Webcast
The Probate Process from A-Z
The Probate Process from A-Z Wed, June 25, 2025
On-Demand
Live Replay
Tortious Interference with Contracts and Business Relations: Elements, Defenses, and Damages
Tortious Interference with Contracts and Business Relations: Elements, Defenses, and Damages Wed, June 25, 2025
Live Webcast
17th Annual Tax Controversy Forum 2025 – Track II (Presented by NYU School of Professional Studies)
17th Annual Tax Controversy Forum 2025 – Track II (Presented by NYU School of Professional Studies) Thu, June 26, 2025
Live Webcast
17th Annual Tax Controversy Forum 2025 – Track I (Presented by NYU School of Professional Studies)
17th Annual Tax Controversy Forum 2025 – Track I (Presented by NYU School of Professional Studies) Thu, June 26, 2025
Live Webcast
17th Annual Tax Controversy Forum 2025 – Track III (Presented by NYU School of Professional Studies)
17th Annual Tax Controversy Forum 2025 – Track III (Presented by NYU School of Professional Studies) Thu, June 26, 2025
Live Webcast
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics)
Creating a Trial Notebook: From A - Z (Including 1hr of Ethics) Thu, June 26, 2025
On-Demand
Live Replay
Best Practices and Ethical Considerations When Negotiating, Drafting, and Enforcing Engagement Agreements
Best Practices and Ethical Considerations When Negotiating, Drafting, and Enforcing Engagement Agreements Thu, June 26, 2025
Live Webcast
Tax Planning for M&A Transactions: Buyer & Seller Goals, Cross-Border Deals, and Venture-Backed Considerations
Tax Planning for M&A Transactions: Buyer & Seller Goals, Cross-Border Deals, and Venture-Backed Considerations Thu, June 26, 2025
Live Webcast
Executive Coaching for Lawyers: Strategic Growth for High-Performing Attorneys
Executive Coaching for Lawyers: Strategic Growth for High-Performing Attorneys Thu, June 26, 2025
Live Webcast
Earning the Call: How Attorneys Can Cultivate Trusted Relationships with Journalists
Earning the Call: How Attorneys Can Cultivate Trusted Relationships with Journalists Thu, June 26, 2025
Live Webcast
Master IP Litigation: Learn How to Identify Infringement and Protect IP Quickly, Quantify Damages, and Prove Irreparable Harm
Master IP Litigation: Learn How to Identify Infringement and Protect IP Quickly, Quantify Damages, and Prove Irreparable Harm Thu, June 26, 2025
Live Webcast
Microsoft Word for Lawyers: Styles and paragraph numbering (2024 Edition)
Microsoft Word for Lawyers: Styles and paragraph numbering (2024 Edition) Thu, June 26, 2025
On-Demand
Live Replay
Partnering with Interpreters When Representing Limited English Proficiency Clients
Partnering with Interpreters When Representing Limited English Proficiency Clients Fri, June 27, 2025
Live Webcast
Trademark Enforcement Tactics: Strategies for Business Success
Trademark Enforcement Tactics: Strategies for Business Success Fri, June 27, 2025
Live Webcast
Attorneys Advising Cannabis Businesses: Expert Insights on Cannabis Compliance from Cultivation to Consumer Licensing Strategies, Financial Risk Management, and State-by-State Regulatory Guidance
Attorneys Advising Cannabis Businesses: Expert Insights on Cannabis Compliance from Cultivation to Consumer Licensing Strategies, Financial Risk Management, and State-by-State Regulatory Guidance Fri, June 27, 2025
Live Webcast
Digital Ownership and Consumer Protection in California: Implications of AB 2426
Digital Ownership and Consumer Protection in California: Implications of AB 2426 Mon, June 30, 2025
Live Webcast
How to Deal with Bullying Behavior from Opposing Counsel (2025 Edition)
How to Deal with Bullying Behavior from Opposing Counsel (2025 Edition) Mon, June 30, 2025
On-Demand
Live Replay
Attorney-Client Privilege & Work Product Doctrine Issues: In-House Counsel, Engaging Third Party Consultants, and Confidentiality of Internal Investigations (2025 Edition)
Attorney-Client Privilege & Work Product Doctrine Issues: In-House Counsel, Engaging Third Party Consultants, and Confidentiality of Internal Investigations (2025 Edition) Mon, June 30, 2025
On-Demand
Live Replay
The Difference Between Winning and Losing: How to Effectively Cross-Examine a Vocational Witness on Foundation and Methodology (Presented by the Federal Bar Association Social Security Law Section)
The Difference Between Winning and Losing: How to Effectively Cross-Examine a Vocational Witness on Foundation and Methodology (Presented by the Federal Bar Association Social Security Law Section) Tue, July 8, 2025
Live Webcast
Handling PI Cases Involving Amazon DSPs and How to Hold Amazon Accountable
Handling PI Cases Involving Amazon DSPs and How to Hold Amazon Accountable Wed, July 9, 2025
Live Webcast
Private M&A Transactions: Tax Considerations of Stock and Asset Sales, Shareholder Classifications, Acquisition Structures, and Key Provisions
Private M&A Transactions: Tax Considerations of Stock and Asset Sales, Shareholder Classifications, Acquisition Structures, and Key Provisions Thu, July 10, 2025
Live Webcast
Insurance Coverage Issues Under the Trafficking Victims Protection Reauthorization Act
Insurance Coverage Issues Under the Trafficking Victims Protection Reauthorization Act Thu, July 10, 2025
Live Webcast
Forensic Accounting: How to Apply Key Concepts to Investigate Fraud, Recover Assets, and The Application in the Courtroom
Forensic Accounting: How to Apply Key Concepts to Investigate Fraud, Recover Assets, and The Application in the Courtroom Tue, July 15, 2025
On-Demand
Live Replay
Tax Treatment of Employment Settlements: What Every Employment Lawyer Should Know
Tax Treatment of Employment Settlements: What Every Employment Lawyer Should Know Wed, July 16, 2025
Live Webcast
Drone Fundamentals: Understanding technology, operations, and considerations
Drone Fundamentals: Understanding technology, operations, and considerations Wed, July 16, 2025
On-Demand
Live Replay
Indian Country 101: Tax and Economic Development Opportunities for Tribes (2025 Edition)
Indian Country 101: Tax and Economic Development Opportunities for Tribes (2025 Edition) Wed, July 16, 2025
On-Demand
Live Replay
Scope and Application of Rule 34: Effective document requests for modern litigators
Scope and Application of Rule 34: Effective document requests for modern litigators Wed, July 16, 2025
On-Demand
Live Replay
Winning Legal Pitches: How to Engage, Connect, and Retain Clients
Winning Legal Pitches: How to Engage, Connect, and Retain Clients Thu, July 17, 2025
Live Webcast
Partnership Distributions: Minimizing Tax Liability, Leveraging Debt Allocations, and Navigating Liquidating Events
Partnership Distributions: Minimizing Tax Liability, Leveraging Debt Allocations, and Navigating Liquidating Events Thu, July 17, 2025
On-Demand
Live Replay
Sketching Legacies: A guide to drafting wills and trusts
Sketching Legacies: A guide to drafting wills and trusts Thu, July 17, 2025
On-Demand
Live Replay
How to Take Winning Depositions in Cases Involving Parental Alienation (Part 1)
How to Take Winning Depositions in Cases Involving Parental Alienation (Part 1) Thu, July 17, 2025
On-Demand
Live Replay
Single Member LLCs: Avoiding Risks and Seizing Opportunities
Single Member LLCs: Avoiding Risks and Seizing Opportunities Thu, July 17, 2025
On-Demand
Live Replay
The Lawyer as a Human Lie Detector: Uncovering Hidden Truths and Understanding Client Psychology and Deception
The Lawyer as a Human Lie Detector: Uncovering Hidden Truths and Understanding Client Psychology and Deception Fri, July 18, 2025
Live Webcast
How to Take Winning Depositions in Cases Involving Parental Alienation (Part 2)
How to Take Winning Depositions in Cases Involving Parental Alienation (Part 2) Fri, July 18, 2025
On-Demand
Live Replay
Trademark Registration Process: How to sail through Federal registration and avoiding Section 2(D) Likelihood of Confusion Refusals
Trademark Registration Process: How to sail through Federal registration and avoiding Section 2(D) Likelihood of Confusion Refusals Mon, July 21, 2025
On-Demand
Live Replay
Estate Planning 101: Creating an estate plan for your client from scratch
Estate Planning 101: Creating an estate plan for your client from scratch Mon, July 21, 2025
On-Demand
Live Replay
The Most Litigated Terms in Business Agreements (2024 Edition)
The Most Litigated Terms in Business Agreements (2024 Edition) Tue, July 22, 2025
On-Demand
Live Replay
Microsoft Excel for Lawyers (2024 Edition)
Microsoft Excel for Lawyers (2024 Edition) Tue, July 22, 2025
On-Demand
Live Replay
Mass Arbitration and Class Actions in a Post-SCOTUS Era: U.S. Supreme Court Rulings, Process and Defense Strategies
Mass Arbitration and Class Actions in a Post-SCOTUS Era: U.S. Supreme Court Rulings, Process and Defense Strategies Thu, July 24, 2025
Live Webcast
GCs and Law Firm Attorneys: Perfect Together? (Presented by Above the Law)
GCs and Law Firm Attorneys: Perfect Together? (Presented by Above the Law) Thu, July 24, 2025
Live Webcast
Access Denied: Avoiding & Defending the Expanding Field of ADA Claims (2025 Edition)
Access Denied: Avoiding & Defending the Expanding Field of ADA Claims (2025 Edition) Thu, July 24, 2025
On-Demand
Live Replay
The Litigator's Guide to Generative AI: Common Pitfalls, Legal Writing, and Creative Uses
The Litigator's Guide to Generative AI: Common Pitfalls, Legal Writing, and Creative Uses Fri, July 25, 2025
On-Demand
Live Replay
The Self-Attorney’s Guide to Writing EVERYTHING OFF! (Presented by Tax Rep)
The Self-Attorney’s Guide to Writing EVERYTHING OFF! (Presented by Tax Rep) Mon, July 28, 2025
Live Webcast
Attorney Persuasion in Practice: Use of Voice and Body Language, Personal Credibility, and Enhanced Memory Techniques
Attorney Persuasion in Practice: Use of Voice and Body Language, Personal Credibility, and Enhanced Memory Techniques Wed, July 30, 2025
Live Webcast
Investor Agreements: Essential Strategies for Attorneys in Structuring and Drafting Effective Investment Agreements
Investor Agreements: Essential Strategies for Attorneys in Structuring and Drafting Effective Investment Agreements Wed, July 30, 2025
On-Demand
Live Replay
Presenting and Objecting to Evidence in Legal Proceedings: Common pitfalls, documentary evidence, pre-trial motions, expert testimony, and presentation
Presenting and Objecting to Evidence in Legal Proceedings: Common pitfalls, documentary evidence, pre-trial motions, expert testimony, and presentation Thu, July 31, 2025
On-Demand
Live Replay
Mastering Reptile Tactics: How Plaintiff Attorneys Secure Larger Verdicts and How Defendant Attorneys Can Avoid Them (2025 Edition)
Mastering Reptile Tactics: How Plaintiff Attorneys Secure Larger Verdicts and How Defendant Attorneys Can Avoid Them (2025 Edition) Thu, July 31, 2025
On-Demand
Live Replay
Forming LLCs to Hold Rental Properties – a how-to guide (2024 Edition)
Forming LLCs to Hold Rental Properties – a how-to guide (2024 Edition) Thu, July 31, 2025
On-Demand
Live Replay
Attorney’s Guide to Orthopedic Injuries: Terms and acronyms, case-based x-ray analysis, and nursing home and health facility cases
Attorney’s Guide to Orthopedic Injuries: Terms and acronyms, case-based x-ray analysis, and nursing home and health facility cases Thu, July 31, 2025
On-Demand
Live Replay
From Assumptions to Insight: Understanding Clients for a Better Working Relationship
From Assumptions to Insight: Understanding Clients for a Better Working Relationship Wed, August 20, 2025
Live Webcast