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On Demand

Medicaid, Long-Term Care and Alternative Funding


Credit Available - See Credits tab below.

Categories:
Healthcare |  Estate Planning
Faculty:
Colleen Bratkovich
Program Credits:
1-1.5
Credit Type:
General
Program Type:
On Demand


Description

Navigating the complexities of Medicaid, Long-Term Care (LTC) Insurance, and alternative funding options is crucial for legal professionals working in elder law and estate planning. This Continuing Legal Education (CLE) course provides a comprehensive overview of Medicaid eligibility guidelines, application procedures, and strategies for funding long-term care without solely relying on Medicaid. Participants will gain insights into the intricate rules governing Medicaid asset and income eligibility, as well as explore alternative avenues such as LTC insurance, Medicare, State Partnership Plans, and Veterans Benefits. Through practical examples and case studies, attendees will enhance their understanding of the nuances involved in advising clients on long-term care planning and asset protection.

Learning Objectives:

1.    Understand the current Medicaid eligibility guidelines and application procedures.

2.    Identify exempt and countable resources under Medicaid rules, particularly for married couples.

3.    Calculate income eligibility for both single and married individuals seeking Medicaid coverage.

4.    Analyze the implications of the Medicaid lookback rule and its impact on penalty calculations.

5.    Evaluate the role of gifting and estate recovery in Medicaid planning.

6.    Explore alternative funding options for long-term care, including LTC insurance, Medicare, State Partnership Plans, and Veterans Benefits.

7.    Recognize the criteria, coverage, and eligibility requirements for Veterans Benefits programs.

8.    Apply strategies to navigate barriers to coverage and maximize benefits for clients requiring long-term care.

Credits


Alabama

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved


Alaska

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2027
Status: Approved

CLE programs which take place outside of Alaska or are webcast from outside of Alaska are not required to be accredited by the Alaska Bar Association.  Alaska Bar members may claim credit for attendance at CLE programs offered in or from other jurisdictions if the program has been accredited by another MCLE jurisdiction.  


Arizona

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2027
Status: Approved

The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement.  This activity may qualify for up to 1 hour(s) toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.


Arkansas

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/23/2025
Status: Approved
Provider Number: 3333


California

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2026
Status: Approved
Provider Number: 20536


Colorado

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2026
Status: Approved
Provider Number: SPROUT


Connecticut

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2027
Status: Approved


Delaware

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/27/2025
Status: Approved


Florida

General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 1052222


Georgia

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 8722


Idaho

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/28/2025
Status: Approved


Illinois

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/28/2025
Status: Approved
Provider Number: SPR0001


Indiana

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 04/26/2025
Status: Approved
Provider Number: 111648


Iowa

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/27/2025
Status: Approved


Kansas

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/27/2025
Status: Approved
Provider Number: 7925


Kentucky

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/30/2025
Status: Approved
Provider Number: 9640


Louisiana

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2025
Status: Approved
Provider Number: 4354


Maine

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 10/09/2026
Status: Approved
Provider Number: 2593


Maryland

General

Maryland attorneys do not have MCLE requirements.


Massachusetts

General

Massachusetts attorneys do not have MCLE requirements.


Michigan

General

Michigan attorneys do not have MCLE requirements.


Minnesota

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 07/11/2025
Status: Approved
Provider Number: 0012487


Mississippi

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2025
Status: Approved


Missouri

General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 06/26/2027
Status: Approved
Provider Number: 150036


Montana

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/27/2027
Status: Approved
Provider Number: 5420


Nebraska

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/27/2026
Status: Approved


Nevada

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number: 55391


New Hampshire

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2027
Status: Approved

NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. The provider believes this course meets the requirements of NH Supreme Court Rule 53 and may quality for 60 minutes toward the annual NHMCLE requirement. New Hampshire attendees must self-determine whether a program is eligible for credit, and self-report their attendance.


New Jersey

General

Credit Type: General
Credit Amount: 1.2
Course Type: On Demand
Course Expiration: 04/30/2025
Status: Approved
Provider Number: 3332


New Mexico

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/07/2025
Status: Approved


New York

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 06/27/2027
Status: Approved


North Carolina

General

Credit Type: General
Credit Amount: 1.0
Course Expiration: On Demand
Expires: 02/28/2026
Status: Approved
Provider Number: 9370


North Dakota

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2027
Status: Approved


Ohio

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 19607


Oklahoma

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/27/2025
Status: Approved
Provider Number: 4528


Oregon

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 05/08/2027
Status: Approved


Pennsylvania

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/27/2026
Status: Approved
Provider Number: 12497


Rhode Island

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Expires: 06/30/2025
Status: Approved
Provider Number: 00959


South Carolina

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: SPROU


South Dakota

General

South Dakota attorneys do not have MCLE requirements.


Tennessee

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2025
Status: Approved


Texas

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/27/2025
Status: Approved
Provider Number: A17672


Utah

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved


Vermont

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 07/30/2025
Status: Approved


Virginia

General

Credit Type: General
Credit Amount: 1
Course Type: On Demand
Course Expiration: 10/31/2025
Status: Approved


Washington

Law & Legal Procedure

Credit Type: Law & Legal Procedure
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 06/26/2029
Status: Approved
Provider Number: 9903940


West Virginia

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration:
Status: Approved


Wisconsin

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved


Wyoming

General

Credit Type: General
Credit Amount: 1.0
Course Type: On Demand
Course Expiration: 04/25/2025
Status: Approved



Materials

Faculty

Colleen Bratkovich's Profile

Colleen Bratkovich Related Seminars and Products

Partner


Colleen Bratkovich is a Partner at Zacharia Brown and practices in the areas of Medicaid Planning and Eligibility, Veterans’ Benefits, Asset Protection Planning and related Estate Planning and Estate Administration issues.  She is admitted to practice law in the Commonwealth of Pennsylvania and before the Pennsylvania Supreme Court and is also accredited by the Veteran’s Administration to represent Veterans in their claims before the Department.  Colleen is a frequent lecturer on Elder Law topics and has taught various seminars including continuing education classes for lawyers, accountants and nursing home administrators.  She is an active member of NAELA and PAELA.