Nuts and Bolts of Medicaid Applications

• Private Reverse Mortgages • Annuities • Long-term Care Insurance

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.

Understanding the benefits and services available to an individual with special needs will help to inspire your creativity to better serve your clients for a more secure future. SSI, SSDI, Medicare, IL Medicaid, and waiver services will be highlighted.