CLE on Using Trusts in Medicaid and Disability Planning
The National Business Institute is holding a conference entitled, Using Trusts in Medicaid and Disability Planning, which will be held on Wednesday, June 13, 2018 at the Ramada Plaza Portland in Portland, Maine. Provided below is a description of the event.
Program Description
Trust-Based Medicaid Planning Simplified
Most Americans will need nursing home care at some point in their lives. With the prohibitive cost of care and lack of financing options, preserving Medicaid eligibility has become a planning imperative. This incisive legal guide will give you all the tools to protect your clients’ family assets while keeping their nursing home care funding options open. Register today!
- Determine when a trust is needed and which trust structure best suits the situation.
- Prevent unforeseen consequences with sample trust language and its detailed analysis.
- Offer your clients more effective options when it comes to planning ahead for disability and nursing home care.
- Review tax planning and reporting aspects of using income-only trusts.
Who Should Attend
This basic-to-intermediate level seminar is designed for:
- Attorneys
- Accountants
- Financial Planners
- Trust Officers
- Geriatric Care Managers
- Investment Advisers
- Paralegals
Course Content
- Trusts Overview: Key Terms, Concepts, Parties, Governing Law
- Medicaid and Other Benefit Requirements the Trusts Need to Meet
- Using Third-Party Special Needs Trusts
- Trust Funding Techniques
- Income-Only Trusts (IOTs): When and How to Use Them
- Taxes and Medicaid Trusts
Continuing Education Credit
Continuing Legal Education – CLE: 6.50
Financial Planners – Financial Planners: 8.00
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *
* denotes specialty credits