Use of Annuities in Medicaid Planning

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Medicaid-compliant annuities are an effective and versatile Medicaid planning tool that creates eligibility opportunities even when the need of care is imminent. This focused legal guide will walk you through ensuring clients' Medicaid-qualifying annuities are compliant and effective: from valuation to proper remainder beneficiary designations. Protect assets while planning for nursing home care - register today! Clarify federal requirements for Medicaid-compliant annuities. Tackle valuation and tax issues when using annuities to qualify for Medicaid. Ensure beneficiary designations are in order. Maximize spousal protections when using annuities in Medicaid planning. Show more