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

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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
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