Protecting Assets While Qualifying for Medicaid

24 Mar 2015
The Harbert Center, Birmingham, USA

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The Protecting Assets While Qualifying for Medicaid, organized by the National Business Institute will take place on 24th March 2015 at the The Harbert Center in Birmingham, United States Of America.


09:00 AM - 04:30 PM General Hours

Entry Fees

Paid Ticket Starts from 299 USD View Details


upto 100
Based on previous editions

Category & Type

Science & Research


24 Mar 2015

Frequency Not Available

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Different Located Editions
Merrillville, USA 14 Dec 2018
Indianapolis, USA 13 Dec 2018
Fort Wayne, USA 12 Dec 2018
Newark, USA 17 Jun 2016
Asheville, USA 09 Jun 2016
Pewaukee, USA 29 Sep 2015
Springfield, USA 10 Mar 2015
Albuquerque, USA 17 Nov 2014
2 more event


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National Business Institute

USA 1761 Total Events 277+ Followers

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Steven J. Bailey

Steven J. Bailey

Director at Barnes, Dennig & Co., Ltd. United States

Schedule & Agenda

Tue, 24 Mar 09:00 AM - 10:00 AM
Applying for Medicaid - The Four Eligibility Requirements
Sidney C. Summey Medical Eligibility: The Needs AssessmentResource Eligibility: Exempt vs. Countable AssetsIncome EligibilityTransfer Eligibil...continue reading
Tue, 24 Mar 10:15 AM - 11:15 AM
Pre-Need Asset Planning
Stephen J. Bailey Medicaid Planning for Single vs. Married ApplicantsTransferring Real Property without Jeopardizing Medicaid EligibilityWhen ...continue reading
Tue, 24 Mar 11:15 AM - 12:15 PM
Crisis Planning and Assistance
Stephen J. Bailey Asset Purchase Strategies AvailablePurchasesPaymentsAsset Transfer Strategies AvailableHow to Transfer Residence to Caregive...continue reading
Tue, 24 Mar 01:15 PM - 02:15 PM
Trust-Based Medicaid Planning in Detail
Stephen J. Bailey Choosing the Assets for Funding the TrustsKey Provisions and Sample Trust LanguageSelf-Settled Trusts and Their Impact on El...continue reading
Tue, 24 Mar 02:30 PM - 03:30 PM
Using Special Needs Trusts - Sample Trust Review
Jack T. Carney When Can SNTs be Used?Drafting an SNT - Common Mistakes to AvoidDocumenting the Assets Transfer into the TrustChoosing a Suitab...continue reading
Tue, 24 Mar 03:30 PM - 04:30 PM
Applied Legal Ethics
Jack T. Carney Avoiding Conflicts of Interest (Who is Your Client?)Dealing with Clients' Diminishing Mental CapacitySpotting and Preventing El...continue reading

Visitor Ticket Price

299 USDEarly Bird Price Ends 2/10/2015
33.517416 -86.806528

Venue Map & Directions

map of The Harbert Center

The Harbert Center

2019 4th Ave N, Birmingham, AL 35203

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