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Retirement Benefits and Medicaid Crisis Planning: Part 2

June 11, 2024
1.0 Credit
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About This Webinar:

Tune in for Part 2 of this special CLE* webinar series featuring Mark Munson, CELA, of Wisconsin-based firm Ruder Ware!

The average American with retirement savings has invested over $100,000 in various types of specialized accounts, which provide them with a vital source of income. As an elder law practitioner, you are poised to help them properly handle these accounts when seeking Medicaid eligibility.

This series is designed to help you better understand the accounts you will encounter and how to properly advise your clients as they prepare to apply for Medicaid. In this session, we will focus on case studies to apply concepts covered in Part 1, including the following common Medicaid planning scenarios involving retirement accounts:

  • A countable retirement account with a strategy of using a divestment and an IRA-MCA
  • A countable retirement account with a strategy of using a standalone IRA-MCA with no penalized transfer
  • A home, liquid resources, a countable retirement account, and various options including pooled special needs trusts

Save your spot and continue your learning experience on this topic!

*1.0 hour standard CLE credit pending

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About the Presenter:
Mark Munson, CELA

Mark Munson, CELA

Elder Law, Asset Preservation, & Estate Planning Attorney

Mark is a Certified Elder Law Attorney (CELA) at Ruder Ware, a Wisconsin-based firm. His practice areas include elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mark regularly advises clients in asset protection and medical assistance eligibility as well as probate and estate administration, trust administration, and guardianship. He has become increasingly involved in care home and Medicaid crisis planning, assisting families in preparing for unforeseen circumstances that necessitate long-term care.

A regular contributor to the elder law practice area, Mark presents and authors content at national, state, and local levels. He is an engaged member of NAELA and has shared insights on trusts and taxes at its annual meetings since 2009. He also served on NAELA’s national board of directors from 2016 to 2020.

Mark’s memberships extend to the elder law and real property, probate, and trust sections of the Wisconsin Bar, as well as the American Bar Association’s section on real property, probate and trust, and the senior lawyers division. Recently, he has been invited by state bar associations across the nation to share best practices in elder law.

A devoted father of three, Mark is an avid reader who loves music and traveling to concerts.

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