Gift or Standalone? How to Plan for a Single Client Using MCAs
ABOUT THIS WEBINAR
Using a Medicaid Compliant Annuity for a married couple is often straightforward, but using this planning tool becomes more complex when considering single clients. Many attorneys are familiar with the Gift/MCA plan, but it may not be appropriate for all situations. But don’t worry—there’s another option.
Hear from Aaron Kempen as he explores two MCA strategies specifically designed for single clients. He will cover:
- The Medicaid eligibility rules to consider when utilizing each strategy
- The economic benefits of each option
- Determining which plan is best suited for your client’s unique situation
He’ll also provide a real-life case study illustrating the plans in action, including a side-by-side comparison of the benefits of each strategy, followed by a Q&A session. Watch now!
*1.0 hour standard CLE pending
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MEET THE PRESENTER
Aaron Kempen
Senior Relationship Manager
As Senior Relationship Manager, Aaron’s main priority is to help new and prospective attorneys find a streamlined solution for their crisis Medicaid planning cases. Aaron has several years of experience working with estate planning and elder law attorneys and helping them utilize Medicaid Compliant Annuities as well as our other products and services to benefit their clients.