Medicaid Eligibility and Nursing Home Asset Protection

When:  Sep 26, 2017 from 02:00 PM to 04:00 PM (ET)

This webinar will discuss the use of Long Term Care benefits under the Medicaid program and the best ways to incorporate this benefit into future health and asset protection planning.  In particular, explanations of the Long Term Care benefit will focus on:

  • The difference between nursing homes and other types of long term care
  • The different asset limits for married vs single individuals
  • An explanation of "penalty periods" and gifting exclusions
  • and the effect of State law on Medicaid benefits

We will also discuss planning strategies and how to advise your clients regarding "strategic" liquidation of assets, approaches to tax withholding within a Medicaid context, and asset protections approaches to qualified retirement accounts.

Learning objectives
After this session, attendees will be able to 

  1. Identify the requirements for medicaid long term care benefits in their State
  2. Differentiate between the benefits and requirements for married and single individual
  3. Calculate a penalty period
  4. Prepare a plan for a strategic liquidation of assets.

Presented by Michael B. Mathers, P.A.

IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes

NSA ConnectED Webinar Series 
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.