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Gifting Tactics in Medicaid Planning

April 14, 2021 @ 11:00 am – 2:15 pm
Live Video Webinar

Program Description

Transfer Assets and Protect Medicaid Recipients’ Eligibility

Planning for Medicaid requires specialized knowledge and finesse. This practical course focuses on one of its major aspects: managing the effect of gifts on Medicaid planning. Make sure simple mistakes don’t interfere with clients’ eligibility – register today!

  • Get an update on current Medicaid programs and eligibility criteria.
  • Learn on real-life examples how to cure prior gifts.
  • Get tips on making the best use of trusts in Medicaid planning.
  • Manage tax consequences of gifts.

Who Should Attend

This legal course is designed for attorneys. It will also benefit accountants, wealth managers, life care planners, and paralegals.

Course Content

  1. Medicaid Eligibility Update
  2. Gifting Techniques and Case Scenarios
  3. Curing Prior Gifts: Practical Guidance and Real-World Examples
  4. The Use of Trusts
  5. Tax Planning Strategies