CLE on Gifting Strategies in Medicaid Planning

The National Business Institute is sponsoring a 90-minute teleconference on January 18 entitled Using Gifting Strategies in Medicaid Planning. The program description is below:

Gifting remains one of the essential Medicaid planning tools, despite the recent and anticipated tax law changes. Review the state of gift tax after the turmoil of EGTRRA and repeal year, and get gift planning tactics for the new legislative environment. Register today!

• Review the definition of a gift for Medicaid planning purposes and make certain your clients’ asset transfers comply with the current laws and limitations.
• Identify potential pitfalls associated with unintentional gifts and get simple remedy tips.
• Help clients take full advantage of exceptions to Medicaid asset transfer rules.