Retirement Benefits and Medicaid Crisis Planning: Part 1

Retirement Benefits and Medicaid Crisis Planning: Part 1
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ABOUT THIS WEBINAR

Watch This Insightful Webinar and Earn CLE*

Check out Part 1 of this special CLE webinar series featuring Mark Munson, CELA, of Wisconsin-based firm Ruder Ware!

The average American with retirement savings has invested over $100,000 in various types of specialized accounts, which provide them with a vital source of income. As an elder law practitioner, you are poised to help them properly handle these accounts when seeking Medicaid eligibility.

In this CLE webinar, Mark will help you better understand the accounts you will encounter and how to properly advise your clients as they prepare to apply for Medicaid. He will cover:

  • The different types of retirement accounts and their tax treatment
  • How to properly balance retirement benefits with Medicaid benefits
  • Divestment strategies for your clients using a Medicaid Compliant Annuity

Watch this insightful session today!

*1.0 hour standard CLE credit pending

 

GET THE MOST OUT OF YOUR CLE EXPERIENCE

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
View CLE Details
Mark Munson, CELA

Mark Munson, CELA

Elder Law, Asset Preservation, and Estate Planning Attorney
Ruder Ware

ABOUT THE PRESENTER

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.

YOUR ON-DEMAND
WEBINAR RESOURCE KIT

Slides from this presentation will be available for download upon registration for this webinar.