Medicaid University 2026: Strategic Medicaid Planning from Start to Finish

Course Description: Medicaid planning is no longer just about filling out forms. It’s about strategy, timing, and knowing how to protect families from financial devastation while securing quality long-term care.

This practical, real-world program walks attendees through the full lifecycle of Medicaid planning, from early preparation, to crisis eligibility, to post-approval asset protection. Attendees will learn how recent Medicare and Medicaid changes affect planning, how trusts, powers of attorney, and transfer rules shape eligibility, and how to navigate both single and married applicant cases with confidence.

Designed for professionals working with clients navigating complex legal, medical, and care-planning decisions, this course replaces confusion with clarity and gives you tools you can use immediately with your clients and patients. This webinar is pending 3.0 continuing education credits for attorneys, social workers, and case managers.

Speakers:

·        Lyndsay Bilbrey, Medicaid Specialist, Dillman& Owen Estate and Elder Law

·        Christine Stolle, Attorney, Dillman & Owen Estate and Elder Law

·        Lisa Dillman, Managing Partner, Dillman &Owen Estate and Elder Law

Date: Tuesday, March 17, 2026

Time: 8:30 AM – 12:00 PM

Location: This course will be provided via Zoom

REGISTER HERE!

Agenda:

8:30 AM – 8:35 AM– Introduction & Housekeeping

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8:35 AM – 9:05 AM – What Changed and Why It Matters: The Medicare & Medicaid Landscape in 2026 = .5 CEU

As a result of this program, attendees will be able to:

Explain recent Medicare and Medicaid policy changes in clear, practical terms to clients and patients.

Describe the GUIDE program and how it can be used as a support resource through Medicare.

Distinguish between the major types of Medicaid programs, including Medicaid Waivers, Traditional Medicaid, and PACE, and explain when each one applies.

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9:05 AM – 9:10 AM – Questions

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9:10 AM – 9:40 AM – Planning Ahead: Building the Legal and Financial Foundation Before a Crisis = .5 CEU

As a result of this program, attendees will be able to:

Identify when an Asset Protection Trust may bean effective tool for long-term care and Medicaid pre-planning.

Recognize the critical Medicaid planning powers that must be included in a properly drafted Power of Attorney (Enhanced POA).

Determine when a medical diagnosis or health change should trigger proactive Medicaid planning.

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9:40 AM – 9:50 AM – Break

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9:50 AM – 10:50 AM – Crisis Mode: Getting a Single Applicant Eligible Without Breaking the Rules = 1.0 CEU

As a result of this program, attendees will be able to:

Identify the resource(asset) limits for a single Medicaid applicant.

Explain how transfer and gifting rules impact Medicaid eligibility and trigger penalties.

Calculate a Medicaid penalty period for improper transfers.

Explain what a Miller Trust is, when it is needed, and how it helps applicants qualify for Medicaid.

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10:50 AM – 11:50 AM – After Approval: Protecting the Healthy Spouse and Preserving What’s Left = 1.0 CEU

Identify the resource limits and protections available for married Medicaid applicants.

Explain the Spousal Impoverishment rules and how they protect the healthy spouse from financial ruin.

Describe post-eligibility and ongoing asset protection strategies to preserve assets while maintaining Medicaid benefits.

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11:50 AM – 12:00 PM – Questions& Wrap-Up‍