Medicaid Planning Basics: Crisis Planning for Married Couples
Join us for a special complimentary CLE* session featuring Jim Wolverton, J.D.!
If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid planning concepts.
In this session, we will cover how to approach a case when a married couple is looking to qualify for Medicaid benefits as quickly as possible using a Medicaid Compliant Annuity.
We will discuss:
- The Medicaid eligibility rules related to the strategies
- The economic results of the strategies covered
- How to choose which strategy is best suited for your married client’s unique situation
This webinar will also feature a side-by-side comparison of the plans in action, case studies, and time allotted to ask questions to the presenter. Save your spot for this free session!
*1.0 hour standard CLE credit pending