Estate vs. Medicaid Planning: Top 10 Mistakes and Questions

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While estate planning often works to preserve wealth, the main means for qualifying for Medicaid is spenddown. This seemingly irreconcilable conflict can be prevented with proper t ools and masterful planning. Simple mistakes can result in unexpected and crushing nursing home fees, excessive tax burdens, and loss of assets to estate recovery. What works and how do you implement it well? This fundamental course will answer critical questions, identify potential pitfalls, and provide workable solutions. Register today! Explore top overlooked tax consequences of common planning approaches. Identify and alleviate key trust drafting mistakes that can derail both long-term care and estate planning. Reconcile conflicts between spenddown and estate inclusion efforts. This program was designed in conjunction with NBI's esteemed Content Advisory Committee Member Louis Silverman. Show more