Medicaid Planning Basics: Asset Transfer Rules, Estate Recovery, and Crisis Planning Strategies
Join us for a special complimentary CLE* session featuring Jim Wolverton, J.D., Director of Legal Education!
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’ll share what to do when a client has resources over the asset limits for individuals and the community spouse. We will also discuss what transfers can be made without penalty, estate recovery rules in your state, and fundamental crisis planning strategies. Plus, Jim will cover:
- The lookback period, penalty divisors, and penalty periods
- Transfers of the home and other property that do not create a penalty
- Common crisis planning scenarios and how each can benefit specific clients
Don’t miss this essential insight for your practice! Save your spot for this free session.
*1.0 hour standard CLE credit pending