Retirement Benefits and Medicaid Crisis Planning: Part 2
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