Medicaid Eligibility Strategies in Long-Term Care Planning for the Elderly

Navigating the Complex Requirements for Medicaid Qualification in a Climate of Services Cutbacks

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 Thursday, June 14, 2012

Recorded event now available

or call 1-800-926-7926
Course Materials

This CLE course will prepare counsel to advise elderly clients in obtaining Medicaid eligibility for funding long-term care costs. The panel will outline how to navigate the complex eligibility requirements and review current challenges to be expected in seeking institutional and community-based care.


Costs associated with long-term healthcare continue to increase, and many elderly clients rely on Medicaid assistance to meet the high cost of nursing homes or other personal care arrangements. This comes at a time of cutbacks, especially in community-based care, when hours of care are frequently challenged.

Medicaid requires a showing of financial need. Counsel can help clients navigate the complex application process and manage family assets that may otherwise need to be sold to meet qualifications. The services of counsel may also be needed to obtain home care services.

Counsel advising elderly clients must have a thorough understanding of the eligibility requirements to achieve clients' goals, avoid penalties and protect assets where possible.

Listen as our panel of experienced elder law attorneys examines the process of seeking Medicaid eligibility amidst the challenges of current budget and service cutbacks. The panel will offer best practices for achieving eligibility through showing medical necessity and financial eligibility.



  1. Medicare v. Medicaid
  2. Medicaid eligibility requirements
    1. Medical necessity
    2. Financial eligibility
    3. Transfer of assets
  3. Medicaid scope of services: cutbacks in home care services
  4. Best practices for meeting Medicaid eligibility and application requirements


The panel will review these and other key questions:

  • What are the requirements of Medicaid eligibility?
  • What new challenges do practitioners face when seeking institutional or community-based care?
  • What steps should counsel take to try to protect a client's assets while still meeting Medicaid eligibility?

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.


David Goldfarb
David Goldfarb

Managing Partner
Goldfarb Abrandt Salzman & Kutzin

He concentrates in health law, elder law, trusts and estates, and the rights of the elderly and disabled. He is a...  |  Read More

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

Yale S. Hauptman
Yale S. Hauptman

Hauptman & Hauptman

His practice is devoted exclusively to elder and disability law. He has been featured in both local and national media...  |  Read More

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