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Developing Your Unique Playbook for this Practice Area

We know this can be a challenging service to add to your practice. This is just one of the reasons why we now hold a two-day live event each year dedicated to ensuring that you have the training you need on this type of legal service. Just a few of the topics we cover are:

  • The Strategic Planning Your Clients and Their Decision Makers Need
  • How to Plan with Both Immediate and Long-Term Strategies that Work in Your State
  • Managing Family Issues Related to Planning and Protections for the Community Spouse
  • Uncompensated Transfers, Returning Previous Gifts, and Developing Successful Strategies for Asset Management in Crisis
  • Streamlined Onboarding, Implementation, and Drafting Concerns
  • Workflow, Automation, and Practice Management Software for the Busy Medicaid Practitioner
  • The ABCs of (Successful) Application Filing
  • Best Practices for Client Management Issues, Horror Stories and The End of Medicaid Retroactivity

You may learn more about this course and when it will take place each year on our Practice42 Education webpage