IN-PERSON PASSHOLDERS:
You may use your Pass to register for the live simulcast at no charge.
ONLINE
Tuesday, April 5, 2022
8:55 AM - 3:45 PM
LIVE ONLINE ONLY – NO IN-PERSON ATTENDANCE
In-Person Passholders – You may use your Pass to register for the live simulcast at no charge.
Whether you are an estate planning attorney looking to better assist elderly clients, a real estate attorney who needs to know how medical assistance impacts transfers, gifts or deeds, or simply looking to increase your knowledge of medical assistance for future cases, this seminar will give you a solid foundation of the important concepts, rules and strategies involved.
This seminar offers 6 presentations to get you started, including what every attorney needs to know about:
8:25 – 8:55 a.m.
JOIN ONLINE
8:55 – 9:00 a.m.
WELCOME & INTRODUCTION
9:00 – 10:00 a.m.
An Introduction to Eligibility Rules
This session will introduce the concepts of categorical eligibility, financial eligibility, long-term care, and elderly waivers.
– Lauren L. Fink
10:00 – 10:05 a.m.
BREAK
10:05 – 10:50 a.m.
The Intersection of Estate Planning and Medical Assistance
– Bobbi Hermanson-Albers
10:50 – 10:55 a.m.
BREAK
10:55 – 11:55 a.m.
What Every Attorney Needs to Know About Asset Reduction and Transfer Planning
As a client ages, they will inevitably discuss transferring their assets, gifting to their family and friends, and other financial moves. This session will help you competently discuss the impacts of certain transfers and the impact on eligibility for medical assistance.
– Brenna M. Galvin
11:55 a.m. – 12:45 p.m.
LUNCH BREAK
12:45 – 1:45 p.m.
The Interplay of Medical Assistance and Irrevocable Trusts
Irrevocable trusts are created to remove property from a taxable estate and protect property from the beneficiaries’ creditors. This session will weigh the benefits of utilizing an irrevocable trust when medical assistance is present.
– Michael Teeter
1:45 – 1:50 p.m.
BREAK
1:50 – 2:35 p.m.
What Every Attorney Needs to Know About the Medical Assistance Benefits Application Process
The application process can be daunting for clients. This session will provide an overview of MNCHOICES, submission verifications, the approval process, how to create a budget, and how to submit a renewal request.
– Traci Sherman
2:35 – 2:45 p.m.
BREAK
2:45 – 3:45 p.m.
The Intersection of Real Estate and Medical Assistance
This session will discuss lifetime gifts of real estate and conveyances made to avoid probate as well as the implications for medical assistance benefits eligibility, including the lookback period, penalties/periods of ineligibility, risks associated with transfers, and tax consequences.
– Jill M. Sauber
LIVE SIMULCAST
Tuesday, April 5, 2022
Attend online
$195 MSBA members / $195 paralegals / $245 standard rate
Other discounts that may apply:
Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.
Minnesota CLE is applying to the Minnesota State Board of CLE for 5.5 standard CLE credits. The maximum number of total credits attendees may claim for this program is 5.5 credits.
