Medicaid Planning Basics: The Financial Requirements of Income and Assets

March 19, 2024
1.0 Credit
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About This Webinar:

Tune in for a special complimentary CLE* session featuring Jim Wolverton, J.D., Director of Legal Education!

If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid concepts related to resources and income.

In this session, we’ll cover the basics of Medicaid’s financial requirements and explore the differences between income and assets for Medicaid purposes.

Plus, Jim will cover:

  • The resources that are considered excluded or countable
  • Differences in allowable resources between single persons and the community spouse
  • Income shifting per the Minimum Monthly Maintenance Needs Allowance

Learn the fundamental insight and strategies needed to help your clients with a long-term care need.

Save your spot for this free session!

*1.0 hour standard CLE credit pending

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About the Presenter:
Jim Wolverton, J.D.

Jim Wolverton, J.D.

Director of Legal Education

Jim is responsible for creating, curating, and promoting high-quality content related to the estate planning and elder law industry. Prior to joining Krause, Jim ran his own law firm and was the Director of Education at ElderCounsel, providing him with vital experience educating attorneys and helping them easily implement elder law tools into their practice. Jim is based in Denver and is a member of NAELA as well as the Colorado, Utah, and Florida Bar Associations.

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