Avoiding Benefits Disruption in Estate Plans, Trusts, and Settlements
Picture this:
Your client finally settles a long-awaited personal injury case. Relief turns to panic when their SSI and Medicaid benefits are suddenly cut off - and they call you, confused and upset. Or maybe you draft a will for a parent of a child with disabilities, not realizing a simple inheritance could jeopardize that child's lifetime of support.
These situations aren't rare - and they're preventable. This course gives you the tools to spot the landmines before they explode, with clear, practical strategies for preserving public benefits eligibility in the face of income, settlements, retirement, or major life changes. Whether you're advising aging clients, working on a PI case, drafting an estate plan, or handling a family matter - you need to know how benefits like SSI, SSDI, Medicaid, and Medicare actually work together (or don't). Prevent problems and errors - register today!
- Keep clients from losing crucial monthly support after returned to work, getting a payout or hitting an asset limit.
- Untangle who pays when - from Medicare to Medicaid - and make sure your clients aren't left with a bill.
- Use the right legal structures - like SNTs, ABLE accounts, and annuities - top preserve eligibility and protect assets.
- Spot overlapping rules, reporting deadlines, and benefit coordination issues before they escalate.
Original: $99.00
-65%$99.00
$34.65Avoiding Benefits Disruption in Estate Plans, Trusts, and Settlements
Picture this:
Your client finally settles a long-awaited personal injury case. Relief turns to panic when their SSI and Medicaid benefits are suddenly cut off - and they call you, confused and upset. Or maybe you draft a will for a parent of a child with disabilities, not realizing a simple inheritance could jeopardize that child's lifetime of support.
These situations aren't rare - and they're preventable. This course gives you the tools to spot the landmines before they explode, with clear, practical strategies for preserving public benefits eligibility in the face of income, settlements, retirement, or major life changes. Whether you're advising aging clients, working on a PI case, drafting an estate plan, or handling a family matter - you need to know how benefits like SSI, SSDI, Medicaid, and Medicare actually work together (or don't). Prevent problems and errors - register today!
- Keep clients from losing crucial monthly support after returned to work, getting a payout or hitting an asset limit.
- Untangle who pays when - from Medicare to Medicaid - and make sure your clients aren't left with a bill.
- Use the right legal structures - like SNTs, ABLE accounts, and annuities - top preserve eligibility and protect assets.
- Spot overlapping rules, reporting deadlines, and benefit coordination issues before they escalate.
Product Information
Product Information
Shipping & Returns
Shipping & Returns
Description
Picture this:
Your client finally settles a long-awaited personal injury case. Relief turns to panic when their SSI and Medicaid benefits are suddenly cut off - and they call you, confused and upset. Or maybe you draft a will for a parent of a child with disabilities, not realizing a simple inheritance could jeopardize that child's lifetime of support.
These situations aren't rare - and they're preventable. This course gives you the tools to spot the landmines before they explode, with clear, practical strategies for preserving public benefits eligibility in the face of income, settlements, retirement, or major life changes. Whether you're advising aging clients, working on a PI case, drafting an estate plan, or handling a family matter - you need to know how benefits like SSI, SSDI, Medicaid, and Medicare actually work together (or don't). Prevent problems and errors - register today!
- Keep clients from losing crucial monthly support after returned to work, getting a payout or hitting an asset limit.
- Untangle who pays when - from Medicare to Medicaid - and make sure your clients aren't left with a bill.
- Use the right legal structures - like SNTs, ABLE accounts, and annuities - top preserve eligibility and protect assets.
- Spot overlapping rules, reporting deadlines, and benefit coordination issues before they escalate.
