Medicaid Qualification Considerations for Retirement Accounts and Deferred Annuities
ABOUT THIS WEBINAR
In a crisis planning scenario, elder law attorneys often encounter challenges when dealing with retirement assets such as IRAs and deferred annuities. These assets can present significant obstacles in navigating Medicaid qualification.
However, understanding how to approach these unique assets within the context of Medicaid asset rules and qualification requirements can make what initially seems like a complex issue much more manageable.
Hear from guest presenter Mark Munson, CELA, and Krause’s Jim Wolverton, J.D., as they explore:
- The regulations that govern the countability of these assets
- Relevant tax considerations
- Practical strategies for addressing them effectively
Watch this insightful session today!
*1.0 hour standard CLE credit pending
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MEET THE PRESENTERS
Mark Munson, CELA
Elder Law, Asset Preservation, and Estate Planning Attorney – Ruder Ware
Mark is a Certified Elder Law Attorney (CELA) at Ruder Ware, a Wisconsin-based firm. His practice areas include elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mark regularly advises clients in asset protection and medical assistance eligibility as well as probate and estate administration, trust administration, and guardianship. He has become increasingly involved in care home and Medicaid crisis planning, assisting families in preparing for unforeseen circumstances that necessitate long-term care.
A regular contributor to the elder law practice area, Mark presents and authors content at national, state, and local levels. He is an engaged member of NAELA and has shared insights on trusts and taxes at its annual meetings since 2009. He also served on NAELA’s national board of directors from 2016 to 2020.
Mark’s memberships extend to the elder law and real property, probate, and trust sections of the Wisconsin Bar, as well as the American Bar Association’s section on real property, probate and trust, and the senior lawyers division. Recently, he has been invited by state bar associations across the nation to share best practices in elder law.
A devoted father of three, Mark is an avid reader who also loves music and traveling to concerts.
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.