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Medicaid Application and Renewal Challenges: Eligibility Criteria, Penalty Period, Asset Transfers, and More

Recording of a 90-minute CLE video 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 Thursday, April 25, 2024

Recorded event now available

or call 1-800-926-7926

This CLE webinar will provide elder law counsel guidance for navigating common issues and challenges in Medicaid application and renewal processes. The panel will discuss eligibility criteria and requirements, asset transfers and the penalty period, and other key items.


The Medicaid application and renewal process can be complicated due to various criteria to qualify for benefits. Elder law counsel must understand the medical criteria, qualification standards for Medicaid, how assets are classified, limitations, and other items of focus when applying for Medicaid.

The goal for Medicaid applicants is to acquire benefits while also protecting assets and income. In order for elder law counsel to effectively assist with Medicaid planning and applying for Medicaid benefits, they must understand the rules for qualifying for Community Medicaid vs. Institutional Medicaid, mechanisms to facilitate asset transfers and protection, and other issues impacting eligibility and other qualification standards.

Listen as our panel provides an in-depth look at Medicaid eligibility, application and renewal processes, asset transfers, and other planning techniques.



  1. Qualifications
  2. Gifts and lookback period
  3. Practical filing issues
  4. Personal residence
  5. Navigating administrative processes and hearings/appeals


The panel will discuss these and other key issues:

  • General rules and processes for qualifying and applying for Medicaid benefits
  • Laws governing Medicaid eligibility for in-home care and institutional settings
  • Available asset protection tools
  • Navigating challenges encountered during the Medicaid eligibility and application process


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

Wolverton, Jim
Jim Wolverton, J.D.

Director of Legal Education
Krause Financial

 Mr. Wolverton is responsible for creating, curating, and promoting high-quality content related to the estate...  |  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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