Using Medicaid-Compliant Annuities to Achieve Medicaid Eligibility

This session will focus on the use of Medicaid-compliant annuities to assist clients and their families with obtaining Medicaid eligibility. Examples will be provided as to how Medicaid-compliant annuities can be used in the cases of an unmarried individual needing long-term care and a married couple where one of the spouses needs long-term care. The legal requirements for Medicaid-compliant annuities will be shared along with planning techniques to demonstrate how Medicaid-compliant annuities can be used in your elder law practice.

Presented by: Mark D. Munson, CELA

CLE: 1.0 general credit

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.