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The Medicaid Planning Practice Starter Kit is available in all 50 states. The kit is state-specific based on the shipping address. If you practice in more than one state and would like additional resources added from a state other than the state of your shipping address, we will be happy to include the additional resources. Email info@edgentus.com after you place your order to request additional state resources.
WHAT YOU'LL RECEIVE
Digital Contents:
Medicaid Rules and Regulations
- Links Page with hyperlinks to federal and state rules
- 42 USC 1396 searchable PDF
- 50-State Estate Recovery Guide
Client Engagement Resources
- Intake Form customizable PDF
- Sample Free Agreements hourly rate and flat-fee
Medicaid Annuity Resources
- Annuity quote request forms spousal and short term
Sample Medicaid Planning Documents
- Irrevocable Divestment Trusts (no-access and income-only templates)
- Qualified Income Trust/ Miller Trust template with instructions
- Family Caregiver Agreement template
Application Resources
- LTC Medicaid Application state form used to file assistance
- Application Assistance Intake Form for using Trivicus services
Certification Resources
- CMP™ Candidate Handbook
- CMP™ Candidate Brochure
- CMP™ Study Guide with Sample Exam
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