Proactive Medicaid Planning: Leveraging Irrevocable Trusts and Long-Term Care Insurance
Join us for a special CLE* session featuring Zach Bloxham, J.D., of WealthCounsel, and Krause’s Jim Wolverton, J.D.!
As the demand for Medicaid planning continues to grow, estate planning attorneys are increasingly asked to help clients protect their assets from the rising costs of long-term care.
One of the most effective strategies for achieving Medicaid eligibility and minimizing estate recovery risks is the use of a carefully structured irrevocable trust.
When combined with an appropriate long-term care insurance policy, this approach provides clients with greater financial security and flexibility in the event that long-term care becomes necessary.
This webinar will provide a comprehensive review of:
- Key components of an irrevocable trust
- Provisions for tax benefits, lifetime beneficiaries, and funding considerations
- Long-term care insurance options that align with future Medicaid and estate planning goals
Don’t miss this essential discussion on integrating irrevocable trusts and long-term care insurance into a well-rounded estate planning strategy. Save your spot today!
*1.0 hour standard CLE credit pending
