Welcome to the Ohio Medicaid Planning course! Throughout the course, we'll delve into key strategies and nuances of Medicaid planning in Ohio, 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 course resources. You can also download the Ohio Desk Reference and the Krause Report, or return to Attorney Access for more state-specific resources.

Download Ohio 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

Owner – Stubbins, Watson, Bryan & Witucky Co., L.P.A.

Michael T. Bryan, J.D.

Michael has been with his firm since 2000. Motivated by empathy and helping others, his practice areas focus on elder law, long-term care planning, Medicaid, veterans benefits, estate planning, asset protection, and guardianships. He is a member of the Ohio State Bar Association, National Academy of Elder Law Attorneys (NAELA), the National Care Planning Council, and the Ohio Care Planning Council. Michael attended Ohio State University and Capital University Law School.

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.