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1: Developing your state specific strategies for this practice area.

You need to be using state specific strategies that you are comfortable with for this practice area. While we focus on law practice management topics, we also know how important identifying and understanding strategies available to you in your state is. We encourage you to ask us your questions either on our private Facebook page or on a Group Coaching Call.

In 2020, we are also adding an In-Person, One Day Course, dedicated to ensuring that you have the training you need on Medicaid Strategies. Just a few of the topic we are covering are:

  • Successfully Navigating The REAL Test: Medicaid Eligibility Criteria and Qualification
  • How to Plan with Both Immediate and Long-Term Strategies that Work in Your State
  • Uncompensated Transfers, Returning Previous Gifts, and Developing Successful Strategies for Asset Management in Crisis
  • Planning for Disability Challenges, Discussing Critical Issues with Family Members, and Using Special Needs Trusts
  • anaging Family Issues Related to Planning and Protections for the Community Spouse

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

2: Let’s Get to Training!

In this section, you will find our recent webinar on this topic. We have a clean recording for you right here to watch in case you missed the live session, available to you 24 / 7 / 365.

3: Preparing to document your file for this practice area.

Know that understanding the strategies is only the first step in the process. You also need to make sure that you were able to document each strategy with the information that is required by
your Medicaid office.

We will discuss application filing more in the next section, but you need to research in your state:

  • What information will be required for each strategy
  • How much information is required for each strategy
  • The dates that need to be represented for each strategy
  • What constitutes the correct information for the Medicaid office

It is never too early to let your clients know that even when information is furnished to the
Medicaid office there may be times when it can no longer be located by the office worker. Your
client will need to be able to quickly gather any information that is required in a timely manner,
previously furnished or new, as well as your team member.