SPECIAL PACKAGE Audio CDs:   $175.00

Medi-Cal for Long Term Care and Special Needs Trusts Basics

This program is available on audio CDs in a special boxed set. The sessions included in this CD are as follows:

 •  Medi-Cal Update and Medi-Cal Recovery

 •  Special Needs Trusts: Frequently Asked Questions

 •  Part I:  Understanding Medi-Cal for Long Term Care 

 •  Part II: Understanding Medi-Cal for Long Term Care

 •  Medi-Cal Transfers by Individuals and Spouses

Recorded April & May 2010. Written Materials Included. MCLE & Paralegal Credit 7.5 Hours (good through December 2012, including 7.5 Hours Estate Planning, Trust and Probate Legal Specialization (Good through December 2011)

Or purchase individual trainings:

Medi-Cal Update and Medi-Cal Recovery $40.00

This program is on audio CD. This program includes 2010 Medi-Cal updates and a review of Medi-Cal estate recovery issues, including the individuals and assets exempt from estate claims, hardship waivers and appeals and how to avoid Medi-Cal claims in the first place. Presented by Pat McGinnis, CANHR Executive Director
Recorded 4/21/10. MCLE & paralegal Credit 1.5 Hours (Good through December, 2012) and 1.5 hours of Estate Planning Legal Specialization (Good through December, 2011) 

Special Needs Trusts: Frequently Asked Questions $40.00

This program is on audio CD and includes a review of the most frequently asked questions about Special Needs Trusts in California and their impact on Medi-Cal and SSI, with an opportunity for questions and answers from one of California's foremost experts. Presented by Peter Stern, Esq.
Recorded 4/28/10. MCLE & paralegal Credit 1.5 Hours (Good through December, 2012) and 1.5 hours of Estate Planning Legal Specialization (Good through December, 2011) 

Part I: Understanding Medi-Cal For Long Term Care $40.00

This program is on audio CD and includes an overview of long term care; the application process; share of cost; treatment of income and assets and transfer of assets. Presented by Matt O'Donnell, Esq. and Tim Millar, CFP, MBA
Recorded 5/5/10. MCLE & paralegal Credit 1.5 Hours (Good through December, 2012) and 1.5 hours of Estate Planning Legal Specialization (Good through December, 2011) 

Part II: Understanding Medi-Cal For Long Term Care $40.00

This program is on audio CD and is the second in a two-part series on Medi-Cal Basics. This program covers spousal impoverishment issues, including court orders; options for treatment of the home; trusts and Medi-Cal recovery issues. Presented by Matt O'Donnell, Esq. and Tim Millar, CFP, MBA
Recorded 5/12/10. MCLE & paralegal Credit 1.5 Hours (Good through December, 2012) and 1.5 hours of Estate Planning Legal Specialization (Good through December, 2011) 

Medi-Cal Transfers by Individuals and Spouses  $40.00

This program is on audio CD and includes a review of the transfer rules for Long Term Care Medi-Cal, with a focus on spouse-to-spouse transfer rules, pre and post institutionalization and eligibility. Presented by Gregory Wilcox, Esq.
Recorded 5/19/10. MCLE & paralegal Credit 1.5 Hours (Good through December, 2012) and 1.5 hours of Estate Planning Legal Specialization (Good through December, 2011) 

Note: To order individual CDs please select the first CD and then push the "add to cart" button. Once added to cart, return to the page to add any additional CDs. They must be added one at a time. Please be aware that while viewing the cart it appears that all CDs have the same title (Medi-Cal and Special Needs Trusts – The Basics), the subtitles are different for each CD. Please review your order before checkout.