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PBI - Practical Medicaid Planning
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Join our panel of Medicaid experts as they offer you an overview of three core areas of planning for Medicaid benefits. Walk away with a practical resource manual and a good foundation on these issues: The Basics – Learn eligibility rules, spend-down techniques, asset transfer rules and more; Crisis Planning: Keeping Mom protected when Dad goes into the nursing home.

 Export to Your Calendar 3/1/2017
When: Wednesday, March 1, 2017
9:00 AM
Where: York County Bar Association
137 E. Market St.
York, Pennsylvania  17401
United States
Contact: Cheryl Kauffman
717-854-8755 x203

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Join our panel of Medicaid experts as they offer you an overview of three core areas of planning for Medicaid benefits. Walk away with a practical resource manual and a good foundation on these issues: The Basics – Learn eligibility rules, spend-down techniques, asset transfer rules and more; Crisis Planning: Keeping Mom protected when Dad goes into the nursing home.  Know the key issues to address when a client comes to you for advice about a family member who has been admitted to a nursing home with little to no pre-planning. Discover the strategies available to married couples, as well as single applicants.  Medicaid and Veterans Planning with Annuities: Explore immediate annuity planning techniques to help your client qualify for Medicaid and Veterans’ benefits. Spousal annuities and “short term” gift and annuity planning will be explained. 

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