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  • Downloadable Course Book

Long-Term Care Planning for Clients 65+ 2023 (Electronic Download)

Quantity:
Available: In Stock
Price: $69.00
Item Code: 11897-DL

About

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
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