Presented by Dale Krause, J.D., LL.M., a nationally recognized elder law attorney, this comprehensive webinar dives into the critical aspects of planning for long-term care, focusing on the financial strategies and legal tools available to manage the high costs associated with nursing home care. Attendees will gain an in-depth understanding of Crisis Medicaid Planning, a legal approach to restructure assets to meet Medicaid eligibility for those in immediate need of long-term care. Additionally, the seminar will cover the intricacies of Medicaid Compliant Annuities (MCAs), a financial product designed to protect assets while ensuring Medicaid eligibility.
Note: The program is approved for state insurance CE credits in these states: AL, AR, AZ, CA, CO, DE, GA, IA, IL, KS, LA, MA, MD, MO, MS, MT, NC, ND, NE, NJ, NV, OR, PA, SC, TN, TX, VA, WA, WI, WV - Also Note: CA, CO, GA, LA, MD, MO, MS, NE, NV, VA--life and health lines only.
We will update additional state approvals as they are granted.
Subscribers will pay $9.95 per credit for Insurance CE. Non-Subscribers will pay $14.95 per credit for Insurance CE.
Two CE credits will be provided for attendees with the CFP and American College designations. And CPA attendees can earn two CPE credits. As always, you must be a subscriber to earn CE and/or CPE credits.
Learning objectives include:
- Understanding the fundamentals of long-term care planning and the financial impact of nursing home costs on estate planning.
- Gaining knowledge of Crisis Medicaid Planning, including the legal restructuring of assets to accelerate Medicaid eligibility.
- Exploring the role of Medicaid in long-term care, with a focus on income and asset eligibility requirements, and the implications for both the institutionalized individual and their community spouse.
*CE/CPE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 2 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.