EXAM PREP
COURSE
YOUR
PRESENTER
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.
NUTS & BOLTS
OF MEDICAID
PLANNING
On-Demand Course Contents Include:
- Understanding Medicaid Long-Term Care
- Medicaid Eligibility Rules and Procedures
- Divestment Penalties and Divestment Planning
- Medicaid Eligibility
- Asset Protection Strategies
- Income Eligibility and Calculating the Monthly Share of Cost
- Nursing Home Medicaid v. Medicaid Funded Home Care and Assisted Living Waiver Services
- Applying for Medicaid
- Medicaid Estate Recovery Avoidance
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$1200
INCLUDES THE GUIDEBOOK
The Medicaid Planning Guidebook (Fourth Edition) is the most definitive book in print on the subject of long-term care Medicaid Planning.
This 462 page Guidebook was created to help advisors provide the best possible advice to their clients with this difficult and complex subject matter. The book covers in detail:
• Medicaid Eligibility Rules
• Top Medicaid Planning Techniques
• Medicaid Asset Rules
• Medicaid Income Rules
• Spousal Impoverishment Rules
• Transfer Penalties
• Trusts, Annuities, and Promissory Notes
• Estate Recovery
• Advocacy Opportunities and Practical Examples
The Medicaid Planning
Guidebook
2020 4th Edition
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($400 Value)
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