PBI: Practical Medicaid Planning 2019

Join Matthew Parker and our panel of experienced elder law attorneys as they explain three core areas of Medicaid planning. Walk away with a practical resource manual and a good foundation on these issues:
Medicaid Basics – learn eligibility rules, spend-down techniques, asset transfer rules and more.
Using Irrevocable Trusts in Pre-Crisis & Crisis Planning – Discover what an irrevocable trust is, how and when to use it, what assets may be placed in it, both pre-crisis and crisis planning tips and helpful drafting suggestions.
Medicaid Annuities in Practice – Explore common immediate annuity planning techniques to help your clients qualify for Medicaid using practical case scenarios and calculations. And come away with solid information about spousal annuities as well as “short term” gift and annuity planning.

3 Substantive Credits

Wednesday, January 23, 2019 -
09:00 to 12:15
240 South Main Street
Butler, PA 16001
POINT (-79.8949644 40.859704)