This program presents the latest developments in Medicaid Compliant Annuity (MCA) planning. It covers best practices for structuring annuities to meet Medicaid eligibility requirements, recent regulatory and policy updates, common compliance pitfalls, and strategic planning considerations.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
This program presents the latest developments in Medicaid Compliant Annuity (MCA) planning. It covers best practices for structuring annuities to meet Medicaid eligibility requirements, recent regulatory and policy updates, common compliance pitfalls, and strategic planning considerations. Ideal for attorneys, financial professionals, and advisors, this session provides practical guidance to help ensure effective and compliant long-term care planning strategies.
Thomas Krause, J.D. and Collin Terry, MBA, CLTC, Krause Financial, De Pere, WI
Expires: 5/1/28