CLE on Qualifying for Medicaid

May 31, 2011

The National Business Institute is sponsoring a 90-minute teleconference on June 14 entitled Qualifying for Medicaid: Effective Asset Transfers and Income Planning. The program description is below:

Adopt Effective Asset Transfer Strategies When Planning for Medicaid The financial eligibility requirements for Medicaid are stringent, and time is often of the essence. This practical legal guide will help you properly plan for the clients’ spenddown transfers to ensure their financial independence and minimize transfer taxes. Register today!

Find out what financial tools help the clients keep the maximum financial resources while still fulfilling the spenddown requirements.
Advise clients against actions that will restart the lookback period.
Document each gift properly to ensure the intended tax allocation.
Help clients manage sudden cash influxes that threaten their eligibility.

Posted in:

Conferences & CLE, Elder Law and Estate Planning - Generally