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Medicaid Planning

Rhode Island Seminars & Conferences

Medicaid Asset Transfer Rules and Techniques @ Live Video Webinar
Jun 2 @ 10:00 am – 1:15 pm

Effectively Prepare Your Clients for Medicaid Eligibility

Are you confident you’re utilizing all the transfer techniques that can help your clients protect assets while qualifying for Medicaid? This practical guide will give you the knowledge and skills you’ll need to help clients comply with lookback requirements and income and resource criteria. From simple approaches like gifting to the more complex Medicaid trusts – learn what works and get sample documents to ensure all your approaches are implemented impeccably. Register today!

  • Clarify Medicaid resource and transfer eligibility and find out what techniques work best.
  • Save drafting time with sample Medicaid trust provisions.
  • Learn what can be done when long-term care need is imminent.
  • Tackle interstate issues without jeopardizing eligibility.

Who Should Attend

This Medicaid legal guide is designed for attorneys. It will also benefit accountants and paralegals.

Course Content

  1. Medicaid: Resource and Transfer Eligibility
  2. Strategic Use of Medicaid Trusts
  3. Maximizing Pre-Need Asset Planning Techniques
  4. What to do When the Need for Medicaid is Immediate
Medicaid Planning: Curing Gifts and Minimizing Tax Impact @ Live Video Webinar
Aug 15 @ 11:00 am – 2:15 pm

Prevent and Fix the Unintended Consequences of Gifts

Gifting assets is a useful strategy for qualifying clients for Medicaid. However, all too often those gifts will trigger a transfer penalty period or result in a hefty tax bill that could otherwise have been avoided. Join our experienced faculty for a look at gifting techniques, mistakes, and ways to cure them. You will also learn how to use Medicaid trusts and minimize the impact of capital gains and other taxes in Medicaid gift planning. Build your Medicaid planning knowledge – register today!

  • Review key Medicaid eligibility criteria, rules, and gift planning strategies.
  • Discover what to do about prior gifts that trigger a disqualification for Medicaid.
  • Learn how to incorporate trusts into your Medicaid and tax planning.
  • Uncover ways to minimize gift, capital gains, and income taxes.

Who Should Attend

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

Course Content

  1. Medicaid Eligibility and Gifting Strategies Refresher
  2. How to Cure Prior Gifts and Disqualifying Transfers
  3. Medicaid Trusts: Planning and Tax Considerations, Design, and Funding
  4. Top Gifting Mistakes Made by Clients and Attorneys
  5. Capital Gains and Other Tax Planning Techniques