Prior to 2014, Ms. Steller owned her own Medicaid Planning Business. In 2014, she sold her business to Attorney Michael C. Norvell, when the State of Florida changed their rules on UPL. She has been a Medicaid planner for over 20 years in Florida.
On-Demand: October 18, 2024
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This webinar provides an in-depth exploration of Medicaid eligibility, focusing on asset qualification and protection. Attendees will gain a thorough understanding of countable vs. excluded assets, limitations on specific asset types, methods for safeguarding the family home, and best practices for asset valuation in Medicaid eligibility determinations. This course is essential for attorneys advising clients on Medicaid planning and asset protection strategies.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
Closed-captioning available
Rhonda D. Steller | Medicaid Planning & Resource Center, Law Firm, PLLC
Prior to 2014, Ms. Steller owned her own Medicaid Planning Business. In 2014, she sold her business to Attorney Michael C. Norvell, when the State of Florida changed their rules on UPL. She has been a Medicaid planner for over 20 years in Florida.
I. Assets for Qualifying for Medicaid | 2:00pm – 2:30pm
II. Limits on Specific Types of Assets | 2:30pm – 3:00pm
Break | 3:00pm – 3:10pm
III. Protecting the Family Home | 3:10pm – 3:40pm
IV. Valuation of Assets for Eligibility Purposes | 3:40pm – 4:10pm