Estate and Medicaid Planning

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A combined approach to planning for both elder care and the estate together is the only way to ensure the two plans don't work against each other. This practical overview will give you actionable methods for qualifying for Medicaid while leveraging the best tax and estate administration planning. Draft better trusts and proxy documents and take all the clients' assets into consideration. Register today! Get an update on the rules of Medicaid and the latest tax changes. Make the best use of POAs and guardianships to protect the rights of the elderly. Explore available Medicaid waiver programs that may allow your clients to maintain independence longer. Improve drafting with a review of sample will and trust provisions. Develop a concrete plan for estate administration and Medicaid recovery. Show more