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Crisis Medicaid Planning and Medicaid Compliant Annuities 05-02-2024

Attendees Rating:

Excellent (94%)
Average (3%)
Below Average (3%)

Missy Davis

Fri, 05/03/2024 - 14:10

Comments
A few comments from listeners when they were asked what the learned from the webinar:

How to qualify for Medicaid and protect spouse's assets. What type of trust is necessary for protecting assets from depletion.
- Susanne H.

Certain states have QIT (qualified income trust) that help people qualify for Medicaid without depleting all of their assets. Second, a Medicare annuity is irrevocable, it cannot be transferred or sold, must be equal installment payments that are inflation adjusted.
- Jacqueline B.

Had no idea how little I really understood about Medicaid.
- Dayne W.
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Crisis Medicaid Planning and Medicaid Compliant Annuities
Presented by Dale Krause, J.D., LL.M., Krause & Associates
Dale Krause

In this webinar presented by Dale Krause, J.D., LL.M., a nationally recognized elder law attorney, this comprehensive webinar dove 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 Comments:

A few comments from listeners when they were asked what the learned from the webinar:

How to qualify for Medicaid and protect spouse's assets. What type of trust is necessary for protecting assets from depletion.
- Susanne H.

Certain states have QIT (qualified income trust) that help people qualify for Medicaid without depleting all of their assets. Second, a Medicare annuity is irrevocable, it cannot be transferred or sold, must be equal installment payments that are inflation adjusted.
- Jacqueline B.

Had no idea how little I really understood about Medicaid.
- Dayne W.