This session features Medicaid planning strategies, such as Medicaid-compliant annuities, gifting as well as non-penalized transfers of real estate, and other resources to achieve Medicaid qualification while preserving assets. The speaker will outline the steps necessary to execute these Medicaid strategies and the pitfalls to avoid potential problems.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Faculty:
Mollie Whitehead WhiteheadFink Elder Law, LLC
Expires:
10/1/2024