Collin Terry, MBA, CLTC

Ensuring accuracy, compliance, and clarity in Medicaid planning is the foundation of what Collin does. He works closely with team members as they educate and support elder law attorneys nationwide, while also leading the research and communication of Medicaid policy and strategy updates critical to compliant and efficient Medicaid Compliant Annuity cases. Known for his responsiveness and attention to detail, Collin is often called upon to assist with complex transactions, including coordinating with custodians on IRA rollovers and exchanges.

As a speaker, Collin brings a clear, compliance-focused lens to Medicaid and crisis planning discussions. His ability to break down evolving policy, explain technical nuances, and connect strategy to execution makes him a valuable resource for industry events tailored to estate planning and elder law professionals. Collin graduated with a bachelor’s degree in Business Administration from the University of Wisconsin–Oshkosh and earned his MBA from Columbia Southern University. He also has his Certification in Long-Term Care (CLTC).