Proactive Medicaid Planning: Leveraging Irrevocable Trusts and Long-Term Care Insurance
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ABOUT THIS WEBINAR
Watch This Insightful Webinar and Earn CLE*
As the demand for Medicaid planning continues to grow, estate planning attorneys are increasingly asked to help clients protect their assets from the rising costs of long-term care.
One of the most effective strategies for achieving Medicaid eligibility and minimizing estate recovery risks is the use of a carefully structured irrevocable trust.
When combined with an appropriate long-term care insurance policy, this approach provides clients with greater financial security and flexibility in the event that long-term care becomes necessary.
This webinar features WealthCounsel‘s Zach Bloxham, J.D., and Krause’s Jim Wolverton, J.D.! They will provide a comprehensive review of:
- Key components of an irrevocable trust
- Provisions for tax benefits, lifetime beneficiaries, and funding considerations
- Long-term care insurance options that align with future Medicaid and estate planning goals
Learn how to integrate irrevocable trusts and long-term care insurance into a well-rounded estate planning strategy!
*1.0 hour standard CLE credit pending
Find out more about the CLE you can earn by viewing this webinar, including:
- State-specific CLE guidelines
- CLE credit types
- Attendance certificates
- Financial hardship policy
- CLE support options
MEET THE PRESENTERS
Zach Bloxham, J.D.
Learning Faculty, Elder Law & Estate Planning – WealthCounsel
Zach Bloxham is WealthCounsel’s Elder Law Faculty, where he assists attorneys and other stakeholders from around the country in navigating the world of public benefits planning, consultation, and strategy. Zach writes and teaches on areas of Medicaid, Veteran’s Benefits, and special needs.
Before joining WealthCounsel, Zach spent nearly a decade as a partner in an elder law firm. He is licensed to practice law in Utah, where he lives with his wife Kayla and their four children. In his free time, Zach enjoys writing, reading, watching sports, and is currently serving his second term on the Layton City Council.
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.
YOUR ON-DEMAND
WEBINAR RESOURCE KIT
Slides from this presentation will be available for download upon registration for this webinar.
