Medicaid in Ohio: Strategies to Employ, Pitfalls to Avoid

Date: March 1st 2019 CLE Credits: 2 General

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Course Description

Rebroadcast - March 1st, 2019

  • 6:00-8:15am PST / 7:00-9:15am MST / 8:00-10:15am CST / 9:00-11:15am EST

This program was recorded on February 20th, 2019

This talk will briefly describe the eligibility requirements in Ohio for Long Term Care Medicaid, then describe a number of planning techniques to achieve Medicaid eligibility while maximizing asset protection, and common obstacles to Medicaid eligibility. While this is focused on Ohio law, the general principles have applicability in all States due to the Medicaid Act being federal enabling law that the various states must operate their Medicaid programs within.



  • David S. Banas
    Attorney David S. Banas concentrates his practice on Special Needs Estate Planning and Elder Law, traditional family estate planning, guardianships, and trust and estate administration. Dave is a graduate of the Capital University Law School in Columbus, Ohio, and the Ohio University in Athens, Ohio, where he received his degrees cum laude. Dave has co-authored articles appearing in the Probate Law Journal of Ohio and is a frequent presenter at various events, such as the Ohio State Bar Association’s Elder Law Institute and the Ohio State Bar Association Annual Convention.

    Contact David S. Banas


    John Harrison
    Attorney John R. Harrison practices in the areas of elder and special needs law. He assists older adults and individuals with special needs and their families with estate planning, Medicaid, guardianship, litigation, probate matters, and the maintenance of public benefits. He also works with public agencies throughout Ohio that provide services to individuals with developmental disabilities, mental illness, or who have substance abuse issues.


    Contact John Harrison

      • 2 General Credits
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      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. Income Eligibility
      1. How MAGI (Modified Adjusted Gross Income) is Calculated
      2. Common Risks to Income Eligibility
      3. Monthly Maintenance Need Allowance for the Community Spouse
    2. Qualifying Transfers: Which Techniques Work
      1. Timing of Transfers
      2. What Counts as a Gift for Purposes of Medicaid Planning?
      3. Repayment of Debts and Prepayment of Expenses: Creative Uses
      4. Purchase of Exempt Assets
      5. Treatment of IRAs and Retirement Accounts
      6. Purchase Life Estate
      7. Gifting Plans
    3. Application Process, Appeals and Post-Eligibility Issues
      1. Application Procedure Step-by-Step
      2. Supporting Documentation to Include with the Submission
      3. State Hearings

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