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Medicaid: The Final Spend Down 2025

Product ID: CA3825R8
Presented By: State Bar of Wisconsin PINNACLE

Time well spent

As healthcare and long-term care costs continue to rise, qualifying for Medicaid can mean the difference between financial stability and devastation for many elderly people. A “spend down” is often the only pathway to eligibility, but it must be done with a complete understanding of the rules.

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Pricing

SBW Member/SBW Certified Paralegal$149.00

Non-Member/Non-SBW Certified Paralegal$199.00

Credits

2 CLE

Date and Time

Tuesday, July 15, 202512:00 PM - 2:00 PM CT

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Time well spent

As healthcare and long-term care costs continue to rise, qualifying for Medicaid can mean the difference between financial stability and devastation for many elderly people. A “spend down” is often the only pathway to eligibility, but it must be done with a complete understanding of the rules.

Read More ↓

Peter Harbach is a partner at Hooper Law Office and the former president of the Wisconsin Council of Estate Planning Attorneys. Peter teaches nationally on elder law topics, including Medicaid’s expanded estate recovery laws and Veteran Pension benefit planning. He is a member of WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys (NAELA), the Wisconsin Council of Estate Planning Attorneys, and the Elder Law Section of the State Bar of Wisconsin. Peter is also accredited by the Department of Veterans Affairs.

Peter received the St. Ignatius Academic Scholarship at Marquette University, where he earned his undergraduate degree in criminology and law studies. He then attended Marquette University Law School, focusing his studies on estate planning and family law.

Sarah Kons is a partner at Hooper Law Office, LLC. She grew up in the Fox Valley and returned after completing her education to build her practice and serve her community through education and comprehensive planning. Sarah focuses on estate planning, elder law, assisting families in planning for loved ones with disabilities, and business planning, including entity formation, exit strategies, and succession planning, with a special emphasis on the evolution of the family farm.

After attending the University of Wisconsin Oshkosh for her undergraduate degree, Sarah earned her Juris Doctor from Marquette University Law School. She believes strongly in the benefits of education and teaches on both a local and national level. Sarah presents to a wide variety of audiences, including the general public, financial advisors, insurance agents, attorneys, and various other professionals. She has also written numerous articles and books on estate planning, elder law, special needs planning, and transitioning family-owned businesses.

Sarah is a member of the National Steering Committee on Special Needs through NAELA and a past president of the Wisconsin Council of Estate Planning Attorneys. She is also a member of WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys (NAELA), Protected Tomorrows, WINAELA (Wisconsin Chapter), and the Elder Law Section of the State Bar of Wisconsin. Sarah is also accredited with the Department of Veterans Affairs.

 

  • Gain a thorough understanding of Medicaid rules and regulations so you can provide comprehensive advice on Medicaid planning
  • Manage the intricacies of the Medicaid application process, including required documentation and options for appeal
  • Develop strategies that enable you to offer tailored solutions to fit clients’ unique needs and circumstances
  • Help clients avoid penalties and tax issues while ensuring compliance with Medicaid regulations
  • Position yourself within the legal community as a knowledgeable, trusted Medicaid planning advisor
  • Paralegals
  • Estate planning attorneys
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