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The Treatment of a Trust for the Sole Benefit of a Community Spouse
8:24
The Treatment of a Trust for the Sole Benefit of a Community Spouse
Presented by Scott Engstrom, J.D.
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Using a Medicaid Compliant Annuity for a Single Person

Date Listed: March 10, 2021
Presented By: Collin Terry, MBA, CLTC

In episode 13 of our Industry Insights video series, Collin Terry, Sales Manager, discusses options available to a single person utilizing a Medicaid Compliant Annuity. Collin covers:

  • Advantages of using a Gift MCA plan
  • Calculations factored into a gift and annuity
  • Alternative planning methods

Watch Next:

The Treatment of a Trust for the Sole Benefit of a Community Spouse
8:24
The Treatment of a Trust for the Sole Benefit of a Community Spouse
Presented by Scott Engstrom, J.D.
Watch Now
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How LTCI Fits into Your Practice
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How LTCI Fits into Your Practice
Fair Hearing and Medicaid Denial Case Studies
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Using IRAs to Fund Medicaid Compliant Annuities
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Case Discussion: District Court Affirms MCA as Irrevocable
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Case Discussion: District Court Affirms MCA as Irrevocable
The Logistics of a Medicaid Compliant Annuity
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The Logistics of a Medicaid Compliant Annuity
Common Mistakes in the Fair Hearing Process
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Common Mistakes in the Fair Hearing Process

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