Washington State Paralegal Association

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  • Paralegal's Guide to Medicaid Asset Planning

Paralegal's Guide to Medicaid Asset Planning

  • 08/12/2021
  • 11:00 AM - 2:15 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Medicaid-Asset-Planning/Video-Webinar/90196ER_3383909?st=WA&pt=1

Program Description

Verifying Eligibility, Compiling Complete Documentation, and Ensuring Smooth Filing Process

Helping aging clients afford Medicaid coverage for nursing home care is critical to every elder law and estate planning paralegal. This practical guide outlines the key tools and skills you'll need to help ensure every document is in order, all assets are accounted and planned for, and the application is filed properly. Expand your skill set - register today!

  • Get an update on Medicaid eligibility criteria and existing programs.
  • Explore commonly overlooked assets to increase your client intake accuracy.
  • Find solutions to common Medicaid planning mistakes.
  • Avoid application roadblocks with a better system of compiling and submitting documentation.

Who Should Attend

This intermediate level course is designed for:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  1. Medicaid Nursing Home Eligibility Update
  2. Client Intake: Clear Assessment of Key Assets and Needs
  3. Maximizing Countable Assets
  4. Common Medicaid Planning Mistakes to Avoid
  5. Applying for Medicaid: Compiling Documentation
  6. Medicaid Filing Procedure

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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