Washington State Paralegal Association

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  • Medicaid Planning Tools for Paralegals (with Key Documents, Checklists and Resources)

Medicaid Planning Tools for Paralegals (with Key Documents, Checklists and Resources)

  • 08/20/2024
  • 11:00 AM - 2:15 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Medicaid-Planning-Tools-for-Paralegals-With-Key-Documents-Checklists-and-Resources/Video-Webinar/98931ER_4100840?st=WA

Program Description

Help Aging Clients Obtain Much-Needed Care

Paralegals play a critical role in securing much-needed nursing home coverage under Medicaid. From client intake and assets inventory, through Medicaid application, appeals, and hearing prep, your diligence is key to the success of the claim. This practical legal course will give you the resources, sample language, and checklists to improve every step of the process. Prove your value - register today!

  • Improve client intake and accuracy of the estate inventory.
  • Review current Medicaid eligibility criteria and clarify which assets are excluded.
  • Come away with sample checklists for every step of the application and appeals process.
  • Draft better Medicaid briefs with guidance from experienced faculty.

Who Should Attend

This intermediate level course will teach attendees how to handle Medicaid planning, application, and appeals tasks. Those who should attend include:

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

Course Content

  1. Medicaid Eligibility Update, Client Intake, and File Organization
  2. Pre-Placement Asset Eligibility Planning and Implementation (With a Sample Asset Inventory and Resources List)
  3. Medicaid Nursing Home Coverage Application (With a Step-by-Step Checklist)
  4. Medicaid Appeal Process and Preparing for the Fair Hearing (With a Sample Brief)
  5. Post-Placement Medicaid Eligibility Tools

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



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