Many elder law attorneys are familiar with the basics of Medicaid Compliant Annuities. However, not every client fits a traditional scenario. Hear from Jim Wolverton as he explores advanced MCA case studies and the Medicaid regulations that influence these strategies!
As demand for Medicaid planning grows, estate planning attorneys are increasingly asked to help clients with long-term care planning. Check out this essential discussion on integrating irrevocable trusts and long-term care insurance into a well-rounded estate planning strategy!
Elder law attorneys often encounter challenges when dealing with retirement assets in crisis planning. In this CLE session, Mark Munson, CELA, and Jim Wolverton, J.D., discuss how to approach these unique assets within the context of Medicaid asset rules and qualification requirements.
If you’re an elder law or estate planning attorney, you know the importance of assisting senior clients with planning for long-term care. Hear from Jim Wolverton, J.D., as he covers the basics of Medicaid planning and how adding it to your practice can help!
When helping clients select a trustee or pooled trust organization for a trust benefiting a person with a disability or an older adult, there are many questions to ask and areas to consider. Hear from Megan Brand as she explores how to evaluate one trustee from another!
There are many ethical challenges and legal responsibilities attorneys face when representing clients with cognitive impairments such as dementia. Hear from Rebecca A. Hobbs, CELA, as she discusses this topic!
ABLE accounts are ten years old and have become a staple in special needs planning. Hear from nationally recognized speaker Peter Wall for a special CLE session on the fundamentals of ABLE accounts, how they are used in practice, and much more!
If you are an elder law or estate planning attorney assisting senior clients with long-term care planning, it is essential to understand Medicaid planning concepts. Hear from Jim Wolverton, J.D., he discusses how to approach crisis planning for married couples!
Many people mistakenly believe that if they receive long-term care benefits from Medicaid, they will automatically lose their home to the state when they pass away. However, each state implements estate recovery programs with varying levels of intensity. WealthCounsel's Zach Bloxham, J.D., sheds light on this important topic!