ILS Speaker Series-Introduction to Medicaid Planning for Estate Planners: Proactive and Reactive Strategies
November 7 @ 1:00 pm – 2:00 pm
Webinar Description
Estate planning and Medicaid planning have common elements, such as creating trusts for asset protection, but they also have unique issues.
This course is designed for estate planners who are interested in learning more about the basics of Medicaid planning. Some clients can plan ahead for future Medicaid qualification while others have a more urgent need, and we’ll cover both proactive advance planning and reactive crisis planning.
Participants will gain an understanding of the Medicaid program, enhancing their ability to support senior clients.
Key Topics Include:
- Introduction to Medicaid Eligibility: Understand the criteria and process for Medicaid qualification.
- Advance Planning with Trusts: Irrevocable trusts are often used to plan ahead for Medicaid qualification. We will introduce various features of these trusts designed to protect families and minimize overall taxation.
- Crisis Planning, Including Medicaid Compliant Annuities: Learn the definition, requirements, and strategic application of Medicaid Compliant Annuities.
- Funeral Expense Trusts: Explore how Funeral Expense Trusts can serve as effective planning tools.
- Case Studies: Examine real-world scenarios that demonstrate how crisis planning tools like Medicaid Compliant Annuities have expedited eligibility for the Long-Term Care Medicaid Program, even when clients are already in nursing homes.
By the end of this course, attorneys will be equipped with the knowledge and tools necessary to navigate the complexities of long-term care planning, ensuring optimal outcomes for their senior clients.
InterActive Legal Speaker Series Presents
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Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
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Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system, extensive continuing education, thought-provoking discussion forums, and more.
