Gift or Standalone? How to Plan for a Single Client Using MCAs
Using a Medicaid Compliant Annuity for a married couple is often straightforward, but using this planning tool becomes more complex when considering single clients. Many attorneys are familiar with the Gift/MCA plan, but it may not be appropriate for all situations. But don’t worry—there’s another option.
Join our Senior Relationship Manager, Aaron Kempen, as he explores two MCA strategies specifically designed for single clients.
He’ll cover:
- The Medicaid eligibility rules to consider when utilizing each strategy
- The economic benefits of each option
- Determining which plan is best suited for your client’s unique situation
He’ll also provide a real-life case study illustrating the plans in action, including a side-by-side comparison of the benefits of each strategy, followed by a Q&A session. Save your spot now!
*1.0 hour standard CLE pending