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  • Course Book

Long-Term Care Planning for Clients 65+ 2023

Available: In Stock
Price: $69.00
Item Code: 11897-BK


This course will highlight various issues and strategies for clients and their families when planning for long term care, including a review of eligibility rules, spend-down techniques, asset transfer rules and strategies, annuities and other planning techniques, and practical tips to avoid common mistakes.

Highlights from the Table of Contents:

  • Medicaid and Eligibility Rules
  • Waiver Programs
  • Estate Recovery
  • Grantor Trust and Medicaid Planning
  • Tax Return Considerations
  • Benefits of Qualifying for Grantor Trust Status


Practice Areas
Published: 10/3/2023
Pages: 158
Size: 8.5x11
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