Asset Spend-Down for Medicaid Qualification

Navigating the Complexities of Classifying Assets, Individuals vs. Married Couples, and Appeals Process

Recording of a 90-minute CLE webinar with Q&A

Conducted on Thursday, March 10, 2016

Recorded event now available

or call 1-800-926-7926
Program Materials

This CLE webinar will provide counsel with an understanding of the complexities involved in asset spend-down for Medicaid qualification. The panel will highlight strategies for spend-down, ways assets are classified, and distinctions between individuals and married couples.


The spend-down of assets for Medicaid qualification causes much confusion. Practitioners advising the senior population must understand new medical criteria, qualification standards for Medicaid, how assets are classified, differences between individuals and married couples, and the appeals process.

Asset protection strategy implementation requires a working knowledge of the way in which the spend-down is determined. Rules for married couples are particularly complex. Some spend-down strategies that work well for a married couple may not work for a single person, and vice versa. Counsel with elder clients must thoroughly understand how funds can be spent to avoid Medicaid disqualification.

Listen as our panel of elder law attorneys provides guidance in navigating the Medicaid spend-down rules. The panel will highlight key spend-down strategies to avoid Medicaid disqualification.



  1. Qualifying for Medicaid
  2. Spend-down rules and requirements
  3. Spend-down strategies for individual applicants
  4. Spend-down strategies for married couples
  5. Common mistakes and pitfalls to avoid


The panel will review these and other key issues:

  • What strategies should counsel consider in determining spend-down?
  • What distinctions should be taken into account when determining spend-down for individuals as opposed to married couples?
  • How can funds be spent to avoid Medicaid disqualification?


Keenan, Michael
Michael J. Keenan

Keenan Law

Mr. Keenan specializes in elder law, estate planning, special needs trusts and probate law. He has written...  |  Read More

Kelim, Kyla
Kyla G. Kelim

Aging in Alabama

Ms. Kelim focuses her practice on proactive planning involving those in need concerning Medicaid, Medicare and Social...  |  Read More

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