Estate Planning, Trusts & Probate

Forming a Clear Picture of Medicaid Claimants' Assets and Income

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total
OnDemand
58 minutes
Jordan Richards
With Jordan M Richards from Law Offices of Jordan Richards
Recorded May 27, 2025
Product ID 100346

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Course Includes
$119

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

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$69/month

Overview

Obtaining, Analyzing, and Updating Clients' Financial Records

Paralegals are the first line of defense against inaccurate financial client data that can result in failure to obtain Medicaid nursing home coverage. Are you doing everything you can to ensure clients don't omit potentially countable assets and ruin their own eligibility? This course offers practical tips for ensuring accuracy at intake and provides new ways for verifying, obtaining, and analyzing client financial records. Error-proof your practices - register today!

  • Build better asset inventories with tips from the pros.
  • Master the use of publicly available databases to verify and obtain critical information.
  • Discover useful documents you might not have thought to request.

Abbreviated Agenda

  1. Client Intake Questionnaire and Interview
  2. What Documents to Request and Tips for Helping Clients Comply
  3. Publicly Available Property, Financial, and Tax Records
  4. Creating Asset Inventory and Documenting All Income Sources
  5. Commonly Overlooked Countable Assets
  6. Following Up on Information Requests
  7. Setting Reminders for Regular Eligibility Reviews

Related Topics

Product ID 100346

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
NALA Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Washington Paralegal Association Approved 1 Total
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Paralegal

Agenda

All times are shown in

  1. Forming a Clear Picture of Medicaid Claimants' Assets and Income

    1. Client Intake Questionnaire and Interview
    2. What Documents to Request and Tips for Helping Clients Comply
    3. Publicly Available Property, Financial, and Tax Records
    4. Creating Asset Inventory and Documenting All Income Sources
    5. Commonly Overlooked Countable Assets
    6. Following Up on Information Requests
    7. Setting Reminders for Regular Eligibility Reviews

Who Should Attend

This intermediate level course will teach attendees how to handle Medicaid client intake and assets inventory tasks. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Jordan M Richards
Jordan
Richards
Law Offices of Jordan Richards
Speaker bio
Jordan M Richards

Jordan Richards

Law Offices of Jordan Richards
Jordan Richards

is an elder law attorney at Law Offices of Jordan Richards where he practices in the areas of Medicaid qualification, estate planning, special needs planning, trust and estate administration, and probate litigation. He is a member of the National Association of Elder Law Attorneys and Connecticut Bar Association. Mr. Richards is approved to create Pooled Special Needs Trusts with the Planned Lifetime Assistance Network of Connecticut. He earned his B.S. degree from Cornell University and his J.D. degree from the Quinnipiac University School of Law.

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Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
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Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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