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Emergency Medicaid Planning: Mitigating the Damage of Inept Planning and Changed Circumstances

Spend-Down Strategies, Excess Assets, Navigating the Application Process

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

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Wednesday, October 2, 2019

Recorded event now available

or call 1-800-926-7926

This CLE course will provide elder counsel guidance on emergency Medicaid planning to correctly secure Medicaid benefits in case of a crisis or changed circumstances. The panel will discuss critical issues that impact Medicaid planning techniques, navigating the application process, spend-down strategies for Medicaid eligibility, and handling excess assets.


The costs associated with long-term care along with stringent eligibility requirements for Medicaid solidifies the importance of planning for those expenses. Elder law counsel and advisers must implement planning methods to ensure Medicaid eligibility in case of an emergency or changed circumstances.

Medicaid eligibility hinges on both the financial and medical needs of an individual. The requirements and rules are specific for each state and demand careful analysis to ensure eligibility. In all states, the income and assets of an individual are vital factors in determining eligibility. Exceeding the income and asset limitations for Medicaid benefits can derail efforts in obtaining necessary care.

Inept planning for Medicaid eligibility to cover the costs of long-term care can bring about the need for emergency strategies to avoid rash decisions impacting the overall assets of the individual in need. Elder law counsel must be knowledgeable of both federal and state rules in determining Medicaid eligibility and available asset protection methods in light of the income and asset limitations imposed by those rules.

Listen as our panel discusses factors in determining Medicaid eligibility, the use of spend-down techniques, and other methods to ensure Medicaid eligibility.



  1. Medicaid eligibility rules and factors to consider
  2. Qualifying for Medicaid when income exceeds the limit
  3. Qualifying for Medicaid when assets exceed the limit
  4. Navigating the application process for emergency Medicaid


The panel will review these and other key issues:

  • What are the critical factors in determining Medicaid eligibility?
  • How can you qualify for Medicaid when your income exceeds the limit?
  • What methods are available to qualify for Medicaid when your assets exceed the limit?
  • Essential spend-down techniques and landmines to avoid
  • Emergency Medicaid application process and items of focus


Dowell, Shelley
Shelley Dowell

Kentucky ElderLaw

Ms. Dowell assists older clients, their children and other family members with Nursing Home, Medicaid, asset...  |  Read More

Rachael A. Houck, J.D.
Rachael A. Houck, J.D.

Gudorf Law Group

Ms. Houck’s practice centers around elder law, estate planning, and probate.

 |  Read More

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Strafford will process CLE credit for one person on each recording. All formats include course handouts.

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