Get up-to-date Medicaid and retirement planning strategies to successfully navigate complex federal and state regulations in this ever-changing area. Protect your clients' interests by determining what assets are countable and what assets are exempt. Advise clients on qualified retirement plans and deal with the tax implications of surrenders or liquidations. Use modern half-a-loaf planning to accomplish your client's goals.
Watch so you can:
- Critically review annuities to ensure that they are Medicaid compliant
- Differentiate tools used for crisis response and long-term planning
- Draft comprehensive petitions for protective orders