Wednesday, October 28, 2026 @ 5 p.m. Eastern
(4 p.m. Central, 3 p.m. Mountain, 2 p.m. Pacific)
Medicaid is often a critical but misunderstood funding source for clients facing long-term care costs. Daily Money Managers (DMMs) are frequently among the first professionals to recognize when a client may be at risk of outliving resources or requiring nursing home care. This presentation provides a practical overview of Medicaid eligibility concepts, application requirements, and common planning considerations from a national perspective rather than focusing on state-specific rules.
Using real-world case studies, attendees will learn how to identify situations that may require Medicaid planning, gather the information typically needed for an application, recognize potential complications such as real estate holdings, family farms, business interests, trusts, prior gifts, and married-couple situations, and determine when referral to an elder law attorney is appropriate. The program will also discuss the role of the DMM in supporting clients and families through the Medicaid application and planning process.
Presenter:
Debra Schuster
Attorney
Paule, Camazine & Blumenthal
Debra K.Schuster has been practicing law since 1991, and in the area of elder and disability law since 1999. Ms.Schuster received her Master’s Degree in Health Administration from Washington University in St. Louis MO in 1987 and her J.D. with a focus on health law from St. Louis University in 1991. She is a member of the Missouri, Illinois and Colorado Bar Associations.
Through estate plan preparation, mental health law, including Guardian and Conservatorships, involuntary psychiatric treatment cases, end of life advising, Medicare and Medicaid applications, claims and appeals, Long term care and Long-term disability claims and appeals, Special Needs Trust preparation and planning, financial exploitation representation and elder and family mediation, she advocates for and represents vulnerable individuals and their families. She has been peer recognized by The Best Lawyers in America for the past 5 years.
Debbie is a long-distance runner she loves music, kayaking, reading, cooking, hiking and spending as much time as possible with her husband, touch therapy dog, Yadi, her two sons and 16-month-old grandson.
✅ CEU: This session is pending approval for CEU credit: 1.0 Payroll, Finance, Bookkeeping and Bill Paying
Registration: Register online. The deadline to register is Monday, October 26, 2026, or when the session is full, whichever comes first. For assistance, contact AADMM Registration Office, email info@aadmm.com
Confirmation: Registrants will be notified on how to participate in a follow up email.