MASTERY LEVEL COURSES

Our mastery level courses are designed for those who have experience in Medicaid Planning who are looking to grow their practice.  All courses are available for CMP™ CE, CLE, and Insurance CE.  All courses are offered through the Edgentus Online Education Portal.

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5-Course Mastery Level Bundle
10-Hours of CMP
CE/ CLE
$350 ($250 Savings)

Includes access to the following CLE:

1. Complex Medicaid Planning Case with a Fair Hearing

2. Advanced Medicaid Planning Divestment Strategies

3. Drafting Medicaid Asset Preservation Trusts

4. Gifting Across the Hudson

 

BONUS - Mastery Plus: Drafting Qualified Income Trusts (Miller Trusts)

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Complex Medicaid Planning Case with a Fair Hearing
2-Hour CMP
CE/ CLE
$100

This 2-hour course goes in-depth on the Medicaid Planning process for a single patient in a nursing home. The entire process from inquiry to completion is discussed in great detail. Included in this case study is an actual fair hearing and final judgment in favor the applicant.

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Advanced Medicaid Planning Divestment Strategies
2-Hour CMP
CE/ CLE
$100

This 2-hour advanced course gives students an in- depth analysis of Medicaid divestment rules, including divestment terminology. Participants will learn about the lookback period, how to calculate the penalty period, and effective gifting strategies both inside and outside of the lookback period.

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Drafting Medicaid Asset Preservation Trusts
2-Hour CMP
CE/ CLE
$100

This 2-hour advanced course covers an overview of all trusts related to Medicaid eligibility planning and provides a detailed, in-depth analysis of standard Medicaid Asset Preservation Trusts. This course includes digital trust templates.

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Gifting Across the Hudson
2-Hour CMP
CE/ CLE
$100

This 2-hour advanced course covers Medicaid divestment issues that come up, including how to deal with loans to family members. The course reviews 2 state appeals court opinions with very similar fact patterns from New York and neighboring New Jersey with different results.

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Drafting Qualified Income Trusts (Miller Trusts)
2-Hour CMP
CE/ CLE
$200

This advanced course covers in detail income limits for long-term care Medicaid eligibility and how to defeat those limits with the strategic use of a Qualified Income Trust (also known as a Miller Trust). The course will discuss the use, drafting and implementation of the QIT, as well as how to fund the trust and important timing issues.