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ONE-HOUR ONLINE CLE COURSE
DATE: TBD
This 1-hour class discusses the nature of income limits in long-term Medicaid cases. This class will teach how to defeat the income limit and utilize a Miller Trust. This course is only applicable to practitioners in income-cap states (AL, AK, AZ, AR, CO, DE, FL, GA, ID, IA, IN, KY, LA, MS, NV, NJ, NM, OK, OH, OR, SC, SD, TN, TX and WY).
MASTERY PLUS BONUS: All students who successfully complete this course will be provided a digital copy of Qualified Income Templates. These sample templates are also included in our Practice Starter Kit, which can be purchased by clicking here.
Course Content:
 - What states are LTC Medicaid income-cap states and how the income cap is applied.
- How to determine the LTC Medicaid income cap.
- Strategies to defeat the income cap for over-income LTC Medicaid applicants.
- Authority for the use of a Qualified Income Trusts (aka Miller Trusts).
- Structure of Qualified Income Trusts.
- Drafting of Qualified Income Trusts.
- Funding of Qualified Income Trusts.
- Timing of Qualified Income Trusts.
Prerequisites: None. (Introduction to Medicaid Planning is strongly recommended.)
Can't join live? Sign up and we'll send you a link by email to view the recording with extended Q&A.
CLICK HERE TO DOWNLOAD THE COURSE OUTLINE
Live Online Class
Course Registration Fee
Access to the online CLE is $450
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Michael Anthony, JD, CMP™, is one of the nation’s leading long-term care benefit eligibility experts. He is a former delegate to the White House Conference on Aging. He has authored the largest book in print on the subject of Medicaid Planning, the Medicaid Planning Guidebook. He regularly teaches CLE courses and lectures on the subject nationally.
MASTERY PLUS BONUS: All students who successfully complete this course will be provided a digital copy of Qualified Income Templates. These sample templates are also included in our Practice Starter Kit, which can be purchased by clicking here.
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