Washington State Paralegal Association

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  • Paralegals' Guide to Medicaid: Qualifying Clients While Protecting Assets

Paralegals' Guide to Medicaid: Qualifying Clients While Protecting Assets

  • 10/19/2023
  • 9:00 AM - 12:15 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Paralegals-Guide-to-Medicaid-Qualifying-Clients-While-Protecting-Assets/Video-Webinar/97427ER_3968150?st=WA

Program Description

Eligibility, Asset Planning, Application and Hearing Process, and More

Walk through the exacting tasks paralegals must master to assist in qualifying clients for Medicaid nursing home care. This cogent summary will give you the tools you need for compiling and organizing all the pertinent client information, navigate the application process, and improve hearing outcomes. Explore effective ways to maximize excluded assets and ensure strict adherence to the lookback period. Build your skills - register today!

  • Get guidance on organizing Medicaid planning case files and learn what critical information is often overlooked.
  • Clarify what assets are excluded from Medicaid eligibility asset limits.
  • Assist in drafting better Medicaid hearing briefs.
  • Build team efficiencies: learn how to delegate tasks and educate others.

Who Should Attend

This intermediate level course will teach attendees how to handle the paralegal duties associated with Medicaid planning. Those who should attend include:

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

Course Content

  1. Medicaid Eligibility Criteria Summary: Assets, Income, Transfer Lookback
  2. Compiling Client Information: Assets, Income, Family Dynamics, etc.
  3. Preparing and Filing the Medicaid Application
  4. Assisting With Medicaid Hearing Briefs and at the Hearing
  5. Benefit Strategy Planning and Implementation
  6. Educating Clients and Supporting Other Team Members With Subject Matter Expertise

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



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