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This is an intensive one-day deep dive into the complexities of Medicaid Planning. Participants should have at least 2 years of Medicaid Planning experience or have taken our Nuts & Bolts Class to get the most of this presentation.

Course Contents Include:

  • Update on recent changes in Medicaid Planning laws and rules and national trends.

  • Complex Case Immersion: Reviewing the details of actual cases to identify best practices and the overall scope of planning.

  • A review of all top asset protection strategies being utilized by Medicaid Planners today.

  • Error Mitigation in Medicaid Planning: Things that go wrong and how to fix them.

  • Medicaid applications, how to effectively outsource and increase practice profitability.

  • Special for Florida Medicaid Planners, the key Florida Medicaid Planning Toolbox. A review of the most common tools for Medicaid eligibility planning in Florida along with tips and tricks to make them more effective.

6 Hours of CLE Provided for all Attendees

Approved by The Florida Bar.  Course# 2210434N

The course is open to all Medicaid planners in the US.  

For CLE credit reciprocity, please visit our CLE policy page.

Course is also approved for 6 Hours of CMP™ CE and Insurance CE


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/Medi-Cal Planning, the Medicaid Planning Guidebook. He regularly teaches CLE courses and lectures on the subject nationally.

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Online On-Demand

Price: $400 ($600 Value)



Don't miss out on an opportunity to upgrade your course experience with two of our most popular products at unbelievable prices. The Medicaid Practice Starter kit has everything you need from intake forms, sample fee agreements and Medicaid trust templates. The Mediciad Planning Guidebook (Fourth Edition) is hot off the press and is the largest book in print on the subject, covering long-term care planning in all 50 states.

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Medicaid Planning

Practice Starter Kit

($850 Value)

Only $250

The Medicaid Planning


2020 4th Edition

($400 Value)

Only $150

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