Medicaid Planning 101, Part 3 - Proactive Medicaid Planning Techniques

In the third part of this three-part comprehensive series, presenters Jim Wolverton, Director of Legal Education, and Aaron Kempen, Senior Relationship Manager of Krause Financial, will provide case studies which illustrate the crisis planning strategies discussed in Part 2 in action.  They will cover the cases of a single-person gift and annuity, a standalone annuity, and a married couple community spouse annuity.  These case studies will bring to life the benefits crisis Medicaid planning can bring to clients in easy-to-understand examples.  They will then provide practice advice for attorneys looking to onboard this important practice area.

Learning Objectives:

1. Breakdown the context of crisis planning concepts by using case studies in practical and common scenarios
2. Analyze and show the benefits clients gain from engaging an elder law attorney to help them with their long-term care needs
3. Identify and share practice advice for attorneys entering into the crisis Medicaid practice area for successful implementation.