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Medicaid: Meeting Spenddown Requirements and Avoiding Penalty Periods

presented by NBI, Inc.
View the NBI, Inc. Profile and Course Listings


Medicaid: Meeting Spenddown Requirements and Avoiding Penalty Periods

Workshop Description/Agenda

Make Certain Your Medicaid Planning Works Well Within the Confines of the Lookback Requirements

The criteria for Medicaid eligibility are strict and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused program to get the answers you need about this complex area of practice. Register today!

  • Clarify what the eligibility requirements are.
  • Establish exactly what limitations are placed on asset transfers.
  • Deepen your knowledge of transfer penalty provisions.


2:00 pm to 3:30 pm Eastern Standard Time
Presenter Landon J. Sandberg

  1. The Spenddown Rule, Lookback Period and Qualifying Asset Transfers
    1. The Lookback Rule
    2. Gifts and Intrafamily Loans
    3. Marital Deductions and Exceptions
    4. Is Reverse Half-Loaf with Medicaid-Compliant Annuity Still a Valid Approach?
    5. Real Property and Other Asset Transfers
  2. Penalties for Transfers Within the Lookback Period
    1. Penalty Period Calculation and Prevention
    2. Handling Unexpected Income to Protect Eligibility
    3. Partial Months of Ineligibility
    4. Monthly Maintenance Need Allowance (MMMNA) for Community Spouse

Who Should Attend

This legal briefing addresses key questions involved in elder planning and is designed for attorneys. It will also benefit accountants, estate planners, life care planners, paralegals, and other professionals.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Health Care Training > Medication

Training Course Summary: Medicaid: Meeting Spenddown Requirements and Avoiding Penalty Periods

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Live Teleseminar Dates

APR 3   14:00:00 TO 15:30:00 ET