ICLE | Work with Retirement Assets and Medicaid
Work with Retirement Assets and Medicaid
On-Demand Seminar (Posted 05/14/19) | CLE: 0.25 | Level: Intermediate

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
Available Formats
Attend online at your convenience. Includes individual on-demand access to video recordings, written materials, and PowerPoints for three years.
Esther Acosta, Elisabeth Dery, and Kimberly Browning discuss the use of annuities in Medicaid planning....
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