Proactive Medicaid Planning – An Overview for Estate Planning Attorneys

Proactive Medicaid Planning – An Overview for Estate Planning Attorneys

Regular price $129.00

Planning for a client’s long-term care should be part of any estate plan.  The costs of assisted living and nursing homes are a significant burden to most American families.  If these costs are not considered, even the most sophisticated estate plan can be submarined by resource depletion.  This is where proactive Medicaid planning can play a part in your estate planning practice.  Given the appropriate foresight, these concerns can be proactively addressed as part of your clients’ plans, and legacies can be protected. 

During this webinar, Jim Wolverton will take you through a high-level overview of threats your clients’ estate plans may face, cover the basics of Medicaid qualification, and explore proactive Medicaid planning strategies.  He will also cover the basic structure of the ElderCounsel Medicaid Asset Protection Trust®, an irrevocable trust specifically designed for proactive Medicaid planning clients.  This webinar will help you discuss these issues with your clients and confidently propose a comprehensive long-term care protection plan.

Learning Objectives:

  • Understand the threat clients face due to the cost of long-term care;
  • Understand the financial and medical qualification rules for Medicaid;
  • Understand proactive Medicaid planning strategies
  • Understand the basic structure of the ElderCounsel Medicaid Asset Protection Trust®; and
  • Be able to have conversations with clients about long-term care planning.

Presented by: Jim Wolverton, JD

CLE: 1.0 credits


States Pre-Approved: AR, CA (Pending Renewal), MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)


States Pending Approval: GA, IL, KS, NC, TN

CFP:
1.0 credits pending (National CFP Board)

We will apply for approval in other US states as registrations warrant,* with exception to the following: RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

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WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.


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