ICLE | Hands-On Medicaid Workshop: Planning Strategies and Divestment
Seminars
  
Hands-On Medicaid Workshop: Planning Strategies and Divestment
09/14/18 Plymouth | CLE: 2.75 | Level: Basic/Intermediate

Get the Step-by-Step Guidance You Need

When it comes to Medicaid divestment and planning, every client has unique needs. Using a true-to-life case study, you’ll explore what happens after a client becomes Medicaid eligible and how to plan for a surviving spouse, all in an interactive group setting.

Experts provide feedback on the case study and send you home with the answers and experience you need. Bring your support staff. It’s the perfect add-on to the Elder Law Institute.

Benefits of Attending:

  • Determine your strategy and start off on the right path
  • Begin with options for transferring assets and work in small teams
  • Identify the top planning options, including spend down, half a loaf, gifting, promissory notes, and more
  • Walk away with sample documents approved by experts
Available Formats
Top