Estate and Medicaid Planning

National Business Institute
Training overview
Professional Course
6 hours 2 minutes
From 389 USD

Start dates
389 USD
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Course description

Estate and Medicaid Planning

Help Clients Plan for Long Term Care and Probate

A combined approach to planning for both elder care and the estate together is the only way to ensure the two plans don't work against each other. This practical overview will give you actionable methods for qualifying for Medicaid while leveraging the best tax and estate administration planning. Draft better trusts and proxy documents and take all the clients' assets into consideration. Register today! Get an update on the rules of Medicaid and the latest tax changes. Make the best use of POAs and guardianships to protect the rights of the elderly. Explore available Medicaid waiver programs that may allow your clients to maintain independence longer. Improve drafting with a review of sample will and trust provisions. Develop a concrete plan for estate administration and Medicaid recovery.

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Training content

  • Proxies, Guardianships, Medical Decision-Making
  • Medicaid LTC Programs, Eligibility Criteria, and Application Process
  • Medicaid Asset Planning Tools
  • Will and Trust Drafting (with Sample Provisions)
  • Planning for Estate Administration and Recovery
  • Tax Planning Essentials
  • Legal Ethics of Estate and Medicaid Planning

Why choose NBI?

More than 1.3 million professionals have trusted NBI with their training

With 35+ years of expertise, we understand the needs of professionals seeking continuing education

Our diverse catalog of 4,000+ courses covers topics in all legal disciplines

About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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