Course 1135 - Wills, Trusts and Spend Downs; What Care Providers Must Know
Tracking # 20-1294616
$59.95
There are no ratings for this course
Learn moreCourse overview
While care providers are not legal advisors, understanding the basics of wills, trusts, and spend-down strategies is essential to supporting residents and families as they navigate long-term care planning. This course is designed to give group home staff, adult foster care providers, and administrators foundational knowledge of these financial and legal tools so they can better understand their roles, avoid overstepping boundaries, and refer families to appropriate professionals when needed. Participants will explore how wills and trusts function, the purpose of spend-downs for Medicaid eligibility, and the implications these planning tools have for residents in care settings. The course emphasizes ethical boundaries, documentation awareness, and how to support residents without offering legal advice. Upon completion, participants will be able to: - Understand the basic functions of wills, trusts, and spend-down strategies - Recognize how these tools impact long-term care funding and Medicaid eligibility - Identify appropriate roles and limitations for care providers in financial discussions - Refer residents and families to qualified legal and financial professionals - Support documentation compliance without giving legal guidance This course is ideal for care providers, managers, and administrators who want to be informed advocates for residents without crossing professional boundaries or engaging in unauthorized legal guidance.
Subject areas
This course counts toward the state boards and subject areas below.
Georgia State Board of Long-Term Care Facility Administrators
Assisted Living Community Administrator
Disclosure statements
Provider Information:
Direct Care Training & Resource Center, Inc. is an approved provider of continuing education, offering training designed to improve care quality and ethical awareness in residential care settings. This course educates care providers on the foundational concepts of wills, trusts, and spend-down strategies, and how these tools impact long-term care and Medicaid planning.
Course Purpose and Learning Objectives:
This course provides basic knowledge of legal and financial planning tools relevant to residents in long-term care. Upon completion, participants will be able to:
- Understand the basic purpose of wills, trusts, and Medicaid spend-down strategies
- Recognize how these tools affect care planning and public benefit eligibility
- Identify the appropriate boundaries of the care provider's role in financial discussions
- Refer residents and families to qualified professionals for legal or financial guidance
- Promote awareness of documentation requirements without giving legal advice
Instructor Credentials:
This course is presented by experienced professionals in healthcare compliance, residential care administration, and elder law education. Instructor credentials are available upon request.
Target Audience:
This course is intended for group home administrators, direct care workers, program managers, and residential care staff who engage with residents and families during care planning conversations.
Fees and Refund Policy:
Course fees are disclosed at enrollment. Refund requests must be submitted in writing before course completion per the published refund policy.
Conflict of Interest and Financial Disclosures:
This course is developed independently and is free of commercial bias. No financial relationships exist between instructors and commercial entities that influence course content. No sponsorships or financial incentives were received.
Non-Endorsement Statement:
Completion of this course does not imply endorsement of specific products, services, legal advice, or financial strategies by Direct Care Training & Resource Center, Inc. or CE Broker.
Course Completion Requirements:
To receive continuing education (CE) credit, participants must:
- Review all course materials
- Pass any required assessments
- Complete a course evaluation
Accreditation and CE Credit:
Direct Care Training & Resource Center, Inc. is an approved CE provider through CE Broker. Participants should verify with their licensing boards regarding course acceptance.
Contact Information:
For inquiries, accommodations, or complaints, contact:
Direct Care Training & Resource Center, Inc.
Offices in Georgia, Florida, and Michigan
¿ 866.982.4449
¿ onlinelearning@directcaretraining.com