This comprehensive CE program is designed to equip social workers with essential knowledge about estate planning and Medicaid fundamentals. Participants will gain a clear understanding of the principles and processes involved in estate planning, including wills, trusts, and advance directives, and their importance in safeguarding a client’s future. The course will also dive into Medicaid basics, covering eligibility requirements, asset protection strategies, and the application process.
Social workers play a vital role in guiding clients and their families through complex life transitions. By attending this course, participants will learn how to effectively communicate estate planning and Medicaid concepts, empower clients to make informed decisions, and collaborate with legal and financial professionals to provide holistic support.