Medicaid Eligibility Rules and Planning Tools in a Nutshell
Do you have the knowledge of the Medicaid system, eligibility criteria and transfer methods that can help your clients afford nursing home care? This condensed overview will teach you the working basics of complying with lookback, resource and income requirements. Qualify clients for Medicaid while preserving their family assets - register today!
Clarify Medicaid resource and transfer eligibility.
Distinguish between countable and noncountable assets.
Discover what asset transfers will likely trigger the penalty period.
Learn what can be done when long-term care need is imminent.
Explore the tax consequences of Medicaid planning.
Medicaid: Asset Limits, Level of Care Requirements, and Lookback Periods
Transfers and Gifts of Assets and Purchase of Exempt Assets
Conversion of Assets into Non-Countable
Pre-Payment of Expenses
How Retirement Savings Affect Medicaid Eligibility
Community Spouse Resource Allowance and Other Medicaid Exemptions
Medicaid Trusts and Tax
Options When the Need for Nursing Home is Immediate
Clients Considering Divorce in Order to Qualify for Medicaid
TIMOTHY F. McCURDY practices elder law, fiduciary litigation, and probate law at Lashly & Baer, P.C., in St. Louis. He is a member of the National Academy of Elder Law Attorneys and the Missouri chapter of NAELA (Education Committee). Mr. McCurdy speaks at numerous CLE programs, and also provides seminars on elder law to various organizations. He earned his B.A. degree, magna cum laude, from Morningside College in Sioux City, Iowa, and his J.D. degree from Notre Dame Law School.
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