The requirements for Medicaid eligibility are strict, and protective planning for the at-home spouse or other beneficiaries is tricky. How does your understanding of Medicaid planning stack up? Get the answers you need about this complex area of practice - order today!

1. Fundamentals of Qualifying for Medicaid
2. Understanding Transfers of Assets
3. Liens and Estate Recovery Challenges

Continuing Education Credits:   

* denotes specialty credits

1. FUNDAMENTALS OF QUALIFYING FOR MEDICAID
   8:45 - 9:45, Richard Gilleran
1. Medical Necessity
2. Income Eligibility
3. Resource Eligibility
4. Where Medicare Stops and Medicaid Begins
2. UNDERSTANDING TRANSFERS OF ASSETS
   9:45 - 10:15 and 10:30 - 10:45, Richard Gilleran
1. What is Transferable
2. Limitations on Transfer of Assets
3. Exemptions
4. Transfer Strategies After DRA
5. Transfer Penalty Provisions
3. LIENS AND ESTATE RECOVERY CHALLENGES
   10:45 - 12:00, Richard Gilleran

RICHARD GILLERAN is a sole practitioner in Spokane, Washington, where he practices in the areas of estate planning and Medicaid planning. He has made several presentations on estate and Medicaid planning. Mr. Gilleran earned his B.A. degree from Notre Dame and his J.D. degree from Gonzaga Law School. He is a member of the Washington Chapter of the National Association of Elder Law Attorneys, the American Bar Association, the Washington State Bar Association, the Spokane County Bar Association and the State Bar of Montana (Elderly Assistance Committee).

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com