Elder Law

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Use of Annuities in Medicaid Planning

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Arizona CPE for Accountants Approved 1.5 Total
New York CPE for Accountants Approved 1.5 Total
Washington CPE for Accountants Approved 1.5 Total
Wisconsin CPE for Accountants Approved 1.8 Total
CPE for Accountants/NASBA Approved 1.5 Total
Live Online
1 hours 30 minutes
Miriam Rhoden-Shedden
With Miriam Rhoden-Shedden from Shedden Law LLC

Tue, Oct 27, 00:00 AM – 00:00 PM

Product ID 102585

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Course Includes
$229

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Master One of the Cornerstones of Medicaid Planning

Medicaid-compliant annuities are an effective and versatile Medicaid planning tool that creates eligibility opportunities even when the need of care is imminent. This focused legal guide will walk you through ensuring clients' Medicaid-qualifying annuities are compliant and effective: from valuation to proper remainder beneficiary designations. Protect assets while planning for nursing home care - register today!

  • Clarify federal requirements for Medicaid-compliant annuities.
  • Tackle valuation and countability issues when using annuities to qualify for Medicaid.
  • Ensure beneficiary designations are in order.
  • Maximize spousal protections when using annuities in Medicaid planning.

Abbreviated Agenda

  1. What Constitutes a Medicaid-Compliant Annuity
  2. Medicaid-Compliant Annuities and the Lookback Period
  3. Countability and Valuation Issues
  4. Actuarial Soundness Requirements
  5. Beneficiary Designations and Estate Recovery
  6. Spousal Planning Considerations and Practice Pitfalls

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102585

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Virginia CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Arizona CPE for Accountants Approved 1.5 Total
New York CPE for Accountants Approved 1.5 Total
Washington CPE for Accountants Approved 1.5 Total
Wisconsin CPE for Accountants Approved 1.8 Total
CPE for Accountants/NASBA Approved 1.5 Total
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Agenda

All times are shown in

  1. Use of Annuities in Medicaid Planning

    1. What Constitutes a Medicaid-Compliant Annuity
    2. Medicaid-Compliant Annuities and the Lookback Period
    3. Countability and Valuation Issues
    4. Actuarial Soundness Requirements
    5. Beneficiary Designations and Estate Recovery
    6. Spousal Planning Considerations and Practice Pitfalls

Who Should Attend

This legal guide is designed for attorneys with aging clients. Accountants, wealth planning professionals, assisted care planners, and paralegals will also benefit.

Speakers

Miriam Rhoden-Shedden
Miriam
Rhoden-Shedden
Shedden Law LLC
Speaker bio
Miriam Rhoden-Shedden

Miriam Rhoden-Shedden

Shedden Law LLC
Miriam Rhoden-Shedden

is an attorney and owner of Shedden Law LLC. She is a dedicated estate planning attorney with a passion for educating her clients and ensuring their needs are at the forefront of every decision. Ms. Rhoden-Shedden is licensed to practice in Maryland, Washington D.C., Vermont, and Jamaica.

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