Academic Units
0
Section Number
261CTS906
Instruction Method
Online class
Evaluating Trusts for Medi-Cal Eligibility
This workshop provides a comprehensive introduction to how various types of trusts are evaluated when determining resource eligibility for non-MAGI Medi-Cal programs.
Key topics include:
• Core definitions and terminology
• OBRA ’93 Trusts
• Medicaid Qualifying Trusts (MQTs)
• Similar Legal Devices (SLDs)
• Pre-OBRA’93 Trusts and Special Needs Trusts
By the end of this session, participants will be able to identify key elements within trust documents and understand the critical factors that influence eligibility determinations. Real-world examples will be used to illustrate concepts and support practical application.
Key topics include:
• Core definitions and terminology
• OBRA ’93 Trusts
• Medicaid Qualifying Trusts (MQTs)
• Similar Legal Devices (SLDs)
• Pre-OBRA’93 Trusts and Special Needs Trusts
By the end of this session, participants will be able to identify key elements within trust documents and understand the critical factors that influence eligibility determinations. Real-world examples will be used to illustrate concepts and support practical application.
Section Notes
Fee Details: The enrollment fee for this ½ -day class is $127.50 per participant or .03 training units for those utilizing their county contract. This fee includes quality instruction from subject-matter expert(s), research-based curricula and all digital course materials.
Training Format: This program will be offered via remote learning using Zoom. Login information will be provided after your enrollment is processed.
UC Davis Continuing and Professional Education is committed to providing courses and learning materials that are accessible to all learners, including individuals with disabilities. If you require accommodation to participate in a course or access training materials, we are here to help. Accommodation may include alternative formats, captioning or other support services. Please contact us at [email protected] to discuss your needs. We encourage you to reach out as early as possible so we can best support your experience.
Enrollment Policies
Enrollment closes on 9/14/26
Those paying by check or with credit card, please have payment to us at your earliest convenience.
To be officially dropped from the class, please notify us at least 10 business days prior to the training start date to drop a class and cancel the billing, or request a refund of fees paid, less than a $30 processing fee (no exceptions). Please use this link to cancel from the class: Enrollment Cancelation LinkIf you have questions, please contact us at (530) 757-8538 or at[email protected].
Substitutions can be made with 48-hour minimum notice prior to the training start date. A 48-hour notice is needed to get all updated information processed.