Asset Spend-Down for Medicaid Qualification: Classifying Assets, Individuals vs. Married Couples, Appeals Process
A live 90-minute CLE video webinar with interactive Q&A
This CLE course will provide counsel with an in-depth analysis of asset spend-down techniques for Medicaid qualification. The panel will highlight strategies for spend-down, understanding exempt vs. non-exempt assets, and distinctions between individuals and married couples, as well as offer methods to avoid common mistakes and pitfalls.
Outline
- Qualifying for Medicaid
- Spend-down rules and requirements
- Case study: applying spend-down techniques to individual applicants
- Case study: applying spend-down techniques to married couples
- Other considerations: timing issues, use of annuities and insurance
- Common mistakes and pitfalls to avoid
Benefits
The panel will review these and other key issues:
- Rules and limitations of asset spend-down for Medicaid
- Application of spend-down techniques to individual applicants
- Overcoming problems with spend-down techniques for married couples
- Best practices in avoiding Medicaid disqualification
Faculty
Thomas R. Krause, J.D.
Vice President of Sales and Marketing
Krause Financial Services
Mr. Krause is the Vice President of Sales and Marketing at Krause Financial Services. He specializes in using annuities... | Read More
Mr. Krause is the Vice President of Sales and Marketing at Krause Financial Services. He specializes in using annuities to accelerate eligibility for government benefits, expert testimony, and litigation support when attorneys are faced with a Medicaid denial, and the valuation and sale of non-compliant annuities. Mr. Krause has a passion for teaching elder law attorneys crisis Medicaid planning strategies for their senior clients. He speaks at legal forums throughout the country and often hosts our national KrauseCAST webinar series, which focuses on providing the knowledge and resources needed to be successful in the industry. Mr. Krause was also recently featured in the American Bar Association’s “Voice of Experience” publication, where he discussed how a Medicaid Compliant Annuity can help seniors in need of nursing home care.
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Mary M. Markovich
Attorney
The Law Offices of Mary Markovich
Ms. Markovich is a renowned expert on Medicaid planning and eligibility issues and guidelines for both VA Pension,... | Read More
Ms. Markovich is a renowned expert on Medicaid planning and eligibility issues and guidelines for both VA Pension, commonly called VA Aid and Attendance and VA Compensation benefits. She is a sought-after speaker on these issues and often speaks to groups of fellow attorneys, financial planners, CPAs, and other professionals about the qualification of clients for both Medicaid and VA benefits.
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Carmen M. Scott, Esq.
Shareholder
Sarringhaus & Scott Co.
Ms. Scott's practice areas include Estate Planning, Elder Law, Medicaid Planning & Asset Protection.
| Read MoreMs. Scott's practice areas include Estate Planning, Elder Law, Medicaid Planning & Asset Protection.
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