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How to Use Gifting Strategies in Medicaid Planning $149.00



Copyright: November 2011
Product ID#: 58342DADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: How to Use Gifting Strategies in Medicaid Planning, held November 2011.

Program Description

Gifting remains one of the essential Medicaid planning tools, despite the recent and anticipated tax law changes. Review the state of gift tax after the turmoil of EGTRRA and repeal year, and get gift planning tactics for the new legislative environment. Order today!


Course Content
  • DRA Lookback Period Requirements
  • What's Considered a Gift
  • Limitations on Gifting
  • Gift Tax
  • Potentially Ruinous Unintentional Gifts
  • Calculating the Penalty Period of Ineligibility
  • Exceptions to Medicaid Asset Transfer Rules (Family Caregiver, Spousal Impoverishment)

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK11/30/2013
CLE 1.50AZ11/30/2013
CLE 1.50CA11/30/2013
CLE 2.00CO11/30/2013
CLE 1.50CT11/30/2013
CLE 1.50DE11/30/2012
CLE 2.00FL*05/30/2013
CLE 1.50GA11/30/2012
CLE 1.50HI11/30/2013
CLE 1.50ID11/30/2013
CLE 1.50IL11/29/2013
CLE 1.50KY06/30/2012
CLE 1.50ME11/30/2013
CLE 1.80MO11/30/2013
CLE 1.50MP11/30/2013
CLE 1.50MT11/30/2013
CLE 1.50NC12/31/2012
CLE 1.50NDPending
CLE 1.50NE11/30/2012
CLE 1.50NH11/30/2013
CLE 1.80NJ11/30/2013
CLE 1.50NM11/30/2013
CLE 1.50NV11/30/2013
CLE 2.00OK11/30/2013
CLE 1.50OR09/12/2012
CLE 1.50RI11/30/2013
CLE 1.50TN11/29/2012
CLE 1.50TX10/31/2012
CLE 1.80VI11/30/2013
CLE 1.50VT11/30/2013
CLE 1.50WA11/30/2013
CLE 1.50WI12/31/2012
CLE 1.80WV11/30/2013
CLE 1.50WY11/30/2014

* denotes specialty credits

Additional Format Options


Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

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