Elder Law

Use of Annuities in Medicaid Planning

Credits Available
Credit Status Total
Alaska CLE Approved 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
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 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 Upon Request 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 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
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Utah 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
OnDemand
1 hours 27 minutes
Sam Thomas
With Sam Thomas III from Sam Thomas III Esquire & Associates
Recorded November 06, 2024
Product ID 99390

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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 tax 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. Annuities and the Lookback Period
  3. Valuation of Annuities
  4. Is the Annuity Actuarily Sound?
  5. Proper Remainder Beneficiary Designation
  6. Spousal Annuities: Maximizing CSRA (Community Spouse Resource Allowance)
  7. Jurisdiction Issues
  8. Tax Impacts to Consider

Related Topics

Product ID 99390

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 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
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 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 Upon Request 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 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
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Utah 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Use of Annuities in Medicaid Planning

    1. What Constitutes a Medicaid-Compliant Annuity
    2. Annuities and the Lookback Period
    3. Valuation of Annuities
    4. Is the Annuity Actuarily Sound?
    5. Proper Remainder Beneficiary Designation
    6. Spousal Annuities: Maximizing CSRA (Community Spouse Resource Allowance)
    7. Jurisdiction Issues
    8. Tax Impacts to Consider

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

Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 26 years in the areas of probate, foreclosure prevention, tax resolution, bankruptcy and debt relief. Currently, his practice focuses on estate planning. Mr. Thomas earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University, and his J.D. degree from Cleveland Marshall College of Law.

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