Empower & Elevate: 2026 Estate Planning, Special Needs, and Medicaid Updates for Case Managers
Course Provider
Certifications
Learning Objectives
Identify key components of estate planning, including wills, trusts, powers of attorney, and advance directives
Explain Medicaid eligibility requirements, benefits, and common planning strategies
Analyze the impact of long-term care planning on clients and their families
Demonstrate the ability to educate and guide clients on legal options related to aging, incapacity, and asset protection
Recognize situations in which clients should be referred to an elder law attorney
Develop strategies to support clients in making informed legal, financial, and healthcare decisions
Describe the legal process and requirements of guardianship for incapacitated adults
List and explain essential estate planning documents, particularly those relevant to long-term care.
Interpret Medicaid look-back rules and penalty periods as they relate to long-term care eligibility
Differentiate between pre-planning and crisis planning in the context of elder law and long-term care
Course Offering: Meeting, Seminar, Workshop, or Webinar - Live (delivered in real time)
Domain Focus: Care Delivery and Reimbursement Methods, Ethical, Legal, and Practice Standards, Quality and Outcomes Evaluation and Measurements