Medicaid Lookback Rules and Planning
The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused program to get the answers you need about this complex area of practice. Register today!
- Clarify what the eligibility requirements are.
- Determine which assets are countable and how they can be converted.
- Establish exactly what limitations are placed on asset transfers.
- Protect your clients' interests by knowing what's exempt and what's not.
- Deepen your knowledge of transfer penalty provisions.
- Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
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Medicaid Lookback Rules and Planning
The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused program to get the answers you need about this complex area of practice. Register today!
- Clarify what the eligibility requirements are.
- Determine which assets are countable and how they can be converted.
- Establish exactly what limitations are placed on asset transfers.
- Protect your clients' interests by knowing what's exempt and what's not.
- Deepen your knowledge of transfer penalty provisions.
- Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
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The requirements for Medicaid eligibility are strict, and protective planning is tricky. How does your understanding of Medicaid planning stack up? Join us at this focused program to get the answers you need about this complex area of practice. Register today!
- Clarify what the eligibility requirements are.
- Determine which assets are countable and how they can be converted.
- Establish exactly what limitations are placed on asset transfers.
- Protect your clients' interests by knowing what's exempt and what's not.
- Deepen your knowledge of transfer penalty provisions.
- Learn to effectively use trusts to plan for Medicaid without interfering with the overall estate plan.
