Medicaid Planning Tools for Paralegals (With Key Documents, Checklists, and Resources)
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
3 Total | 08-20-2026 |
| Indiana Paralegal CLE |
|
3 Total | |
| Montana CLE Credit for Paralegals |
|
3 Total | 08-20-2026 |
| New Mexico Paralegal Division, State Bar of |
|
3 Total | 08-20-2026 |
Buy This Course
OnDemand Video
Course Book Download
or
Overview
Help Aging Clients Obtain Much-Needed Care
Paralegals play a critical role in securing much-needed nursing home coverage under Medicaid. From client intake and assets inventory, through Medicaid application, appeals, and hearing prep, your diligence is key to the success of the claim. This practical legal course will give you the resources, sample language, and checklists to improve every step of the process. Prove your value - register today!
- Improve client intake and accuracy of the estate inventory.
- Review current Medicaid eligibility criteria and clarify which assets are excluded.
- Come away with sample checklists for every step of the application and appeals process.
- Draft better Medicaid briefs with guidance from experienced faculty.
Abbreviated Agenda
- Medicaid Eligibility Update, Client Intake, and File Organization
- Pre-Placement Asset Eligibility Planning and Implementation (With a Sample Asset Inventory and Resources List)
- Medicaid Nursing Home Coverage Application (With a Step-by-Step Checklist)
- Medicaid Appeal Process and Preparing for the Fair Hearing (With a Sample Brief)
- Post-Placement Medicaid Eligibility Tools
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
3 Total | 08-20-2026 |
| Indiana Paralegal CLE |
|
3 Total | |
| Montana CLE Credit for Paralegals |
|
3 Total | 08-20-2026 |
| New Mexico Paralegal Division, State Bar of |
|
3 Total | 08-20-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Medicaid Eligibility Update, Client Intake, and File Organization
-
Pre-Placement Asset Eligibility Planning and Implementation (With a Sample Asset Inventory and Resources List)
-
Medicaid Nursing Home Coverage Application (With a Step-by-Step Checklist)
-
Medicaid Appeal Process and Preparing for the Fair Hearing (With a Sample Brief)
-
Post-Placement Medicaid Eligibility Tools
Who Should Attend
This intermediate level course will teach attendees how to handle Medicaid planning, application, and appeals tasks. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Joclene J. Vanik
is an attorney with Reminger Co. LPA's Cleveland office, she focuses her practice on elder law and special needs planning, asset preservation, estate and trust administration, estate planning, and guardianships. Ms. Vanik has experience with the complex nature of Medicaid and helps her clients create plans that allow them to maintain or improve their quality of life during their later years. She earned her B.A. degree from Hiram College and her J.D. degree from Cleveland State University College of Law. Ms. Vanik is a member of the Cleveland Metropolitan Bar Association's Estate Planning Section. She is also a member of the Ohio State Bar Association's Estate Planning, Trust, and Probate and Elder and Special Needs sections. Ms. Vanik is admitted to practice in the state of Ohio.
Speaker bio
Sam Thomas, III
is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 26 years in the areas of probate, foreclosure prevention, tax resolution, bankruptcy and debt relief. Currently, his practice focuses on estate planning. Mr. Thomas earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University, and his J.D. degree from Cleveland Marshall College of Law.
Top FAQs
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.
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.
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.
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.
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.
Have more questions? Please Contact Us