Creating Medicaid Eligibility

This course discusses many of the tools we use to create Medicaid eligibility.

Basic Medicaid Requirements

Medicaid programs
Basic Requirements
Three primary criteria for Nursing Home

Income Eligibility

Income Trust concept
Setting up the Trust
Maintaining Eligibility
Terminating the trust
Spousal Diversion
IRAs

Assets Eligibility

Exempt assets
Pooled Trusts
Personal Service Contracts
Promissory Notes
Just say no – spousal refusal

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