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Preparing Your First Medicaid Application

Product ID: CA3665R6
Presented By: State Bar of Wisconsin PINNACLE

Apply yourself 

Medicaid eligibility is complicated, and qualified applicants can be rejected on small technicalities, oversights, or financial transactions that violate Medicaid’s guidelines. On top of that, applicants seeking nursing home benefits can be subjected to a higher level of scrutiny by Medicaid officials, who may require up to 5 years of financial documentation. The application process can take several months, and the intricacies of Medicaid’s requirements can be daunting to the uninitiated. 

When clients are relying on you to help them gain access to benefits, you don’t want to make a mistake. Preparing Your First Medicaid Application is here to give you the confidence to accept new clients who want to apply for Medicaid. Read More ↓

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Select a Format

Webcast seminar
OnDemand seminar

Pricing

Member $149.00

Non-Member $199.00

Credits

2 CLE

Date and Time

Thursday, September 26, 202412:00 PM - 1:50 PM CT

Add to Calendar 9/26/2024 12:00:00 PM 9/26/2024 1:50:00 PM America/Chicago Preparing Your First Medicaid Application

Apply yourself 

Medicaid eligibility is complicated, and qualified applicants can be rejected on small technicalities, oversights, or financial transactions that violate Medicaid’s guidelines. On top of that, applicants seeking nursing home benefits can be subjected to a higher level of scrutiny by Medicaid officials, who may require up to 5 years of financial documentation. The application process can take several months, and the intricacies of Medicaid’s requirements can be daunting to the uninitiated. 

When clients are relying on you to help them gain access to benefits, you don’t want to make a mistake. Preparing Your First Medicaid Application is here to give you the confidence to accept new clients who want to apply for Medicaid. aagOTNdBczOPpqCrTmAF60877

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Apply yourself 

Medicaid eligibility is complicated, and qualified applicants can be rejected on small technicalities, oversights, or financial transactions that violate Medicaid’s guidelines. On top of that, applicants seeking nursing home benefits can be subjected to a higher level of scrutiny by Medicaid officials, who may require up to 5 years of financial documentation. The application process can take several months, and the intricacies of Medicaid’s requirements can be daunting to the uninitiated. 

When clients are relying on you to help them gain access to benefits, you don’t want to make a mistake. Preparing Your First Medicaid Application is here to give you the confidence to accept new clients who want to apply for Medicaid. Read More ↓

Dayna J. Lefebvre is a shareholder at Becker, Hickey & Poster, S.C. in Milwaukee and practices in the areas of elder law, special needs planning, guardianships, and probate and trust administration. Dayna speaks and writes extensively on the topics of elder law and special needs planning. She was also an adjunct professor at Marquette University Law School, where she taught courses on estate planning and gift and estate tax.

Dayna serves on the Board of Directors for the Wisconsin Chapter of the National Academy of Elder Law Attorneys and co-chairs several committees and workgroups for the Chapter. She also serves on the State Bar of Wisconsin’s Insurance and Member Benefits Committee and served as Co-Chair of the Elder Law Section of the Milwaukee Bar Association from 2015 to 2019.

  • Confidently walk your clients through the Medicaid application process
  • Gain a full understanding of the administrative requirements for Medicaid applicants
  • Learn about the numerous financial and nonfinancial eligibility requirements 
  • Prepare to explain divestment, including reporting requirements and potential penalties
  • Understand what counts as income when applying for Medicaid
  • Review the duties and powers of authorized representatives 
  • Elder and special needs law practitioners
  • Estate planning attorneys
  • Probate attorneys
  • Public benefits attorneys
  • Nursing home counsel 
  • Public interest lawyers
  • Family law attorneys

Is your first court appearance on the horizon? Drafting your first will or real estate contract? There are firsts for every lawyer, new and experienced, and the Foundational Firsts Series from State Bar of Wisconsin PINNACLE® is designed to help you rise to the occasion. With sessions offering practical, step-by-step guidance on essential legal tasks and procedures you don’t learn in law school, Foundational Firsts programs help build your confidence and your resume. Click here for the full catalog of Foundational Firsts Series programs. 

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