Protecting Assets While Qualifying for Medicaid

24 Mar 2015 New Date Reminder
The Harbert Center, Birmingham, USAGet Directions
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Check Protecting Assets While Qualifying for Medicaid happening Online on 07 Nov 2023

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

Estimated Turnout

upto 100
Based on previous editions

Event Type



Mar 2015

Frequency Not Available

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Online Editions
Different Located Editions
Indianapolis, USA13 Dec 2018
Fort Wayne, USA12 Dec 2018
Newark, USA17 Jun 2016
Asheville, USA09 Jun 2016
Pewaukee, USA29 Sep 2015
Springfield, USA10 Mar 2015
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National Business Institute

USA3523 Total Events • 837 Followers
EditionMar 2015

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To get the speaker list on mail register at the link .

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To get the exhibitor list on mail register at the link .

What is the entry fee for the event?
It is 299 USD for Early Bird Price (Ends 2/10/2015).

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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 PriceEnds 2/10/2015

Venue Map & Directions

map of The Harbert Center

2019 4th Ave N, Birmingham, AL 35203

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