Estate vs. Medicaid Planning: Top Mistakes Part II
This three-hour practice course builds on the foundational concepts presented in Part I. Explore planning challenges and common pitfalls in the dual considerations of estate and Medicaid planning. Designed for attorneys, financial advisors, and elder law specialists, this session explores nuanced issues including beneficiary designations, capacity requirements, and critical trust strategies. Register today!
- Resolve conflicts between heir expectations and Medicaid planning requirements.
- Navigate capacity considerations when executing estate and Medicaid planning documents.
- Recognize often-overlooked income sources that impact eligibility.
- Prevent trust mistakes that can cost clients their Medicaid nursing home coverage.
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Estate vs. Medicaid Planning: Top Mistakes Part II
This three-hour practice course builds on the foundational concepts presented in Part I. Explore planning challenges and common pitfalls in the dual considerations of estate and Medicaid planning. Designed for attorneys, financial advisors, and elder law specialists, this session explores nuanced issues including beneficiary designations, capacity requirements, and critical trust strategies. Register today!
- Resolve conflicts between heir expectations and Medicaid planning requirements.
- Navigate capacity considerations when executing estate and Medicaid planning documents.
- Recognize often-overlooked income sources that impact eligibility.
- Prevent trust mistakes that can cost clients their Medicaid nursing home coverage.
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Description
This three-hour practice course builds on the foundational concepts presented in Part I. Explore planning challenges and common pitfalls in the dual considerations of estate and Medicaid planning. Designed for attorneys, financial advisors, and elder law specialists, this session explores nuanced issues including beneficiary designations, capacity requirements, and critical trust strategies. Register today!
- Resolve conflicts between heir expectations and Medicaid planning requirements.
- Navigate capacity considerations when executing estate and Medicaid planning documents.
- Recognize often-overlooked income sources that impact eligibility.
- Prevent trust mistakes that can cost clients their Medicaid nursing home coverage.
