Strategies to Reduce or Retain Assets to Obtain Medical Assistance Benefits

Event Description

Navigating eligibility for Medical Assistance can be confusing and frustrating.  As advocates, we are often tasked with providing the best strategies for clients to maximize the assets they are allowed to keep and still obtain eligibility for Medical Assistance benefits.

In this CLE we will:

1. Review methods for clients to reduce assets to obtain financial eligibility for Medical Assistance and learn strategies that increase financial security for the community spouse
2. Detail the difference between permissible and impermissible asset transfers
3. Discuss scenarios when spouses can retain additional, income producing assets and how to advocate for your clients through the application process


Kari R. Shogren, Paralegal-Northwoods Law Group, P.A.
Attorney Brenna M. Galvin, Maser, Amundson, Boggio, P.A.

Attorney Cathryn D. Reher, Barna, Guzy, & Steffen, Ltd.

CLE Credits:

1.0 Standard CLE Credit | Event Code: 480223


Elder Law Section Member: FREE
Member, not in the Elder Law Section: $15*
Non-Member: $45
Law Student & New Admittee: FREE

*Not a member of the Elder Law Section? Join now for just $15, membership is valid through 06/30/23 by using code SECTION50 at checkout. Offer valid through 02/28/23.

Registration Deadline:  February 14, 2023. To register after that time, email the program manager.

Remote Participation: Remote instructions will be emailed to you the day prior to the event.

Payments/Cancellations:  Please register online or over the phone by credit card whenever possible. If you must pay by check, please use this registration form . Need to cancel? Please see our cancellation policy .

Covid-19:  We are currently following CDC guidelines for Covid-19. For more information, please visit our website .

Accommodations: We are committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify the program manager with at least 72 hours notice prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.

Program Manager: Tram Nguyen | | 612-278-6316


Register for this Event


Thursday, February 16, 2023

12:00 PM to 1:00 PM

Live Webinar via Zoom