Description

Essential knowledge of Medicaid asset planning strategies is a must-have for all professionals who work with aging and disabled clients and their families. This practical course will give you the knowledge and skills you ll need to help clients protect assets while qualifying for Medicaid and guard against accidental loss of benefits. Register today!

• Clarify eligibility criteria and dispel common myths about Medicaid planning.
• Learn how to use asset purchases and transfers to qualify ahead of time.
• Get practice tips for crafting legally compliant and effective Medicaid qualifying trusts.
• Determine whether your client needs a special needs trust and how to draft it for greatest impact.
• Come away with real-life planning techniques for spouses.