Advanced Medicaid Compliant Annuity Case Studies: How to Navigate Unique Scenarios and Case Facts
ABOUT THIS WEBINAR
Watch This Insightful Webinar and Earn CLE*
Many elder law attorneys are familiar with the basics of Medicaid Compliant Annuities (MCAs) as a spend-down tool in crisis Medicaid planning. However, not every client fits the mold of a typical community spouse or single person gifting case.
During this in-depth session, Jim Wolverton, J.D., will explore advanced case studies using this essential tool and the Medicaid regulations that influence these strategies.
We will examine:
- Scenarios for both married couples and single clients, including spend-down approaches when both spouses are applying for Medicaid
- How to handle a client already on Medicaid who receives a lump sum, such as an inheritance
- When to implement gifting strategies for a community spouse
Viewers will gain a deeper understanding of how Medicaid Compliant Annuities can be used to help their clients in both traditional and unique scenarios!
*1.0 hour standard CLE credit pending
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MEET THE PRESENTER
Jim Wolverton, J.D.
Director of Legal Education
Jim is responsible for creating, curating, and promoting high-quality content related to the estate planning and elder law industry. Prior to joining Krause, Jim ran his own law firm and was the Director of Education at ElderCounsel, providing him with vital experience educating attorneys and helping them easily implement elder law tools into their practice. Jim is based in Denver and is a member of NAELA as well as the Colorado, Utah, and Florida Bar Associations.