Elder · VennBoard for CMPs
Medicaid eligibility. Without breaking it on the way.
Medicaid planning is technical, time-sensitive, and forgiving of no errors. Divorces involving senior clients often disrupt eligibility unintentionally. VennBoard gives Certified Medicaid Planners a workspace that catches the errors before they’re filed.
CMP on a matter
Certified Medicaid Planner (CMP)
- Audit settlement terms for Medicaid-eligibility implications
- Plan compliant asset structures (irrevocable trusts, annuities)
- Time transfers to avoid look-back penalties
- Coordinate with elder-law attorneys on filings
- Audit log: every action timestamped & exportable
Jobs to be done
What a CMP actually does — on VennBoard.
- Audit settlement terms for Medicaid-eligibility implications.
- Plan compliant asset structures (irrevocable trusts, annuities).
- Time transfers to avoid look-back penalties.
- Coordinate with elder-law attorneys on filings.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Eligibility Audits
Asset-Structure Plans
Look-Back Timing Memos
Filing Coordination
Tools that fit your role
What VennBoard gives a CMP.
Eligibility Audit
Catch errors before filing.
Look-Back Timing
Built into the workflow.
Compliant Structures
Trusts, annuities, transfers.
Cross-Pro Coordination
Elder law + planning.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.