{"id":9147,"date":"2020-05-13T00:00:00","date_gmt":"2020-05-13T00:00:00","guid":{"rendered":"https:\/\/norrismclaughlin.com\/medicaid-planning\/"},"modified":"2023-01-19T04:40:13","modified_gmt":"2023-01-19T04:40:13","slug":"medicaid-planning","status":"publish","type":"post","link":"https:\/\/norrismclaughlin.com\/events\/medicaid-planning\/","title":{"rendered":"Medicaid Planning"},"content":{"rendered":"

Shana Siegel<\/a>, a Member of law firm Norris McLaughlin, P.A.<\/a>, and Chair of its Elder Care & Special Needs Law Practice Group<\/a>, will co-present the National Business Institute<\/a> audio webinar, “Medicaid Planning.”<\/p>\n

About Medicaid Planning<\/strong><\/h2>\n

This webinar, designed for accountants, attorneys, financial planners, geriatric care managers, investment advisors, nursing home administrators, and paralegals, offers the most current and effective Medicaid planning best practices when dealing with increasing health and long-term care costs aging clients experience when seeking assisted care.<\/p>\n

Shana will present “Excluded vs. Countable Assets,” 9:30 – 10:45 a.m., regarding annuities, asset valuations, bank accounts, bonds, Community Spouse Resource Allowance, Earned Income Tax Credit, estate planning, government payment programs, household goods, income-producing property, insurance, loans, mutual fund shares, stocks, trusts, and vehicles. She will then present “Qualifying Asset Transfers: Which Techniques Work,” 12:30 – 1:45 p.m, which covers debt repayments and expense prepayments, exempt assets, gifts, IRAs and retirement accounts, life estate purchases, promissory notes and annuities, Reverse Half-Loaf Income Technique, reverse mortgages, spouse protection, and timing of transfers.<\/p>\n

Other discussion topics will include:<\/p>\n