Welcome to the Kentucky Medicaid Planning course! Throughout the course, we'll delve into key strategies and nuances of Medicaid planning in Kentucky, equipping you with the knowledge and skills needed to navigate this complex landscape. 

We invite you to engage, ask questions, and make the most of this opportunity to strengthen your Medicaid planning expertise. 

Supplement Your Learning

Download Complementary Course Resources

Explore our downloadable course materials designed to enrich your learning experience. These resources are tailored to enhance your understanding and serve as valuable references as you progress through the course and beyond.

Click below to download our comprehensive resources. You can also download the Kentucky Desk Reference and the Krause Report, or return to Attorney Access for more state-specific resources.

Download Kentucky Course Resources

Course Curriculum

  • 1

    Part 1

    • Introduction and Medicaid Overview

    • Part 1 Assessment
  • 2

    Part 2

    • Transfers and Estate Recovery

    • Part 2 Assessment
  • 3

    Part 3

    • Crisis Planning for a Single Person

    • Part 3 Assessment
  • 4

    Part 4

    • Crisis Planning for a Married Couple

    • Part 4 Assessment
  • 5

    Part 5

    • Pre-Planning

    • Part 5 Assessment

Course Instructors

Get to Know Your Presenters

Attorney, Rouse & Rouse Attorneys, PLLC

Jonathan C. Rouse, Esq.

Jonathan is well-versed in elder law, VA planning, and special needs planning. He is passionate about serving seniors and persons with special needs in his community by helping them protect their assets while obtaining the government benefits that they deserve. Jonathan is a graduate of the Salmon P. Chase College of Law and has earned a master’s in social work at the University of Kentucky. Jonathan is a member of the National Association of Elder Law Attorneys (NAELA) and the Academy of Special Needs Planners. He is also an active member of the Elder Law Section of the Kentucky Bar Association and the Woodford County Bar Association.

Director of Legal Education

Jim Wolverton, J.D.

As the Director of Legal Education, Jim is responsible for creating, curating, and promoting educational content related to the estate planning and elder law industry. Jim has several years of experience educating attorneys and helping them easily implement elder law tools into their practice. Since the dynamic of the elder law industry is constantly changing and the need for more elder law attorneys continues to grow, Jim is driven to use his knowledge and passion to educate attorneys. Jim is a member of the National Academy of Elder Law Attorneys (NAELA) as well as the Colorado, Utah, and Florida Bar Associations (inactive).

Senior Relationship Manager

Aaron Kempen

As a Senior Relationship Manager, Aaron’s main priority is to help new and prospective attorneys find a streamlined solution for their long-term care planning cases. Aaron has several years of experience working with estate planning and elder law attorneys and helping them utilize Medicaid Compliant Annuities as well as our other products and services to benefit their clients. Training is at the core of Aaron’s role, and he has a keen ability to explain complex strategies in a way that is easy to understand. He is passionate about helping people and witnessing their progress firsthand.