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Law Practice Development Education

Medi-Cal Planning

  • Estate Recovery  

    New Strategies for Estate Recovery in California (streaming)

    By: James Watson, JD and Jason Penrod, JD

    SB-833 changed how the term "estate" is defined in California for purposes of Medi-Cal estate recovery. Learn about the new rules, and get a jump-start on strategies you can use to protect Medi-Cal recipients from estate recovery. ElderCounsel members Jamie Watson (CA) and Jason Penrod (FL) discuss the exciting new opportunities this change in the law brings for you and your clients.

    Length: 59 minutes

     ElderCounsel members: View this course complimentary in the Education Library.

    Member Price: $0.00 Retail Price: $0.00
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  • Medi-Cal Basics  

    Medi-Cal Basics (2016)

    By: Julie Fiedler, RN, CELA, LL.M and Richard Littorno, LL.M

    Learn the rules and strategies of Medi-Cal Planning. If you are new to this area, this course will get you up-to-speed and arm you with the strategies to handle crisis planning and begin taking on new clients. Topics covered include:
    • What does it mean to have a Medi-Cal practice?
    • Current Medi-Cal Rules
    • Probate Code 3100 Petitions
    • Preparing forms
    • Case studies and practice tools
    Agenda

     CLE: 13 hours

    Member Price: $695.00 Retail Price: $795.00
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  • Advanced Medi-Cal Planning  

    Advanced Medi-Cal Planning (3-part streaming series)

    By: David Gaw, Esq, CELA and James Watson, JD

    This advanced Medi-Cal Planning course will focus on helping seniors and their families create an asset protection plan before a crisis strikes, the use of irrevocable trusts, including important drafting goals, how to deal with the home and avoid estate recovery, and how to obtain the best tax treatment for assets held in the irrevocable trust. Additional areas include trust funding and administration, as well as additional documents that complete the asset protection plan.

     Agenda

    CLE  CLE: 4.5 hours 

    Member Price: $495.00 Retail Price: $595.00
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Featured Course

Law Practice Development Education