Estate vs. Medicaid Planning: Top Mistakes Part I

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While maintaining the fragile balance between estate and Medicaid planning, it's easy to make mistakes. This incisive course examines the critical intersection between the two. Thr ough thorough discussion of common mistakes and questions, we'll give you the foundational skills you'll need to fulfill the needs of your aging clients. Register today! Identify and avoid common gifting traps that trigger adverse income tax consequences. Work through essential tax issues surrounding annuities in Medicaid planning. Navigate proxy designation conflicts between estate and Medicaid planning goals. Tailor your planning approaches to single vs. married clients. Show more