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