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Real Estate Gifting and Trust Transfers in Medicaid Planning: Key Provisions, Tax Issues,...
December 13, 2023 CLE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide elder law attorneys guidance on structuring real estate gifts and trust transfers in Medicaid planning and available techniques to avoid common tax challenges and issues that may impact eligibility. The panel will discuss the intersection between key tax rules and Medic... Read More

Structuring Medicaid Asset Protection Trusts: Medicaid Eligibility, Look-Back Rules, Basis...
November 15, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law counsel in-depth guidance on structuring Medicaid asset protection trusts (MAPTs) to benefit their clients' Medicaid eligibility and tax planning needs. Our panel will discuss common pitfalls of utilizing trusts in elder law, look-back requirements, income tax... Read More

Handling Non-Medicaid Compliant Annuities in Medicaid Planning: Tax-Deferred vs. Immediate...
October 25, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide elder law attorneys with a detailed analysis of methods for handling noncompliant annuities during the Medicaid planning process. The panelist will discuss annuity rules and exceptions; distinctions between immediate, deferred, and fixed annuities; asset and income regu... Read More

Protecting the Spouse in Long-Term Medicaid Planning: Eligibility, Assets, Resources, Exem...
October 11, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law counsel a detailed analysis of protecting the spouse in long-term Medicaid planning. The panel will discuss the best approaches to leverage the community spouse resource allowance (CSRA) and Medicaid monthly minimum maintenance needs allowance (MMMNA) and how t... Read More

Special Needs Trust Distribution Planning: Income Rules, Medicaid Eligibility, Structuring...
September 26, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide special needs planning attorneys and trustees guidance on special needs trust (SNT) distribution and income rules and planning considerations when structuring and administering SNTs. The panel will discuss the impact of SNT distributions on Supplemental Security Income... Read More

Drafting Income-Only Trusts for Medicaid Eligibility and Tax Planning
Navigating Look-Back, Grantor Trust, Basis, and Gift Tax Rules
September 13, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law counsel in-depth guidance on using income-only trusts to enhance their clients' Medicaid eligibility and tax planning needs. They will also discuss look-back requirements, income tax basis, gift tax rules, and more. Read More

Real Property Transfers for Elder Law and Estate Planning Purposes: Ownership Structures,...
June 15, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide guidance to elder law and estate planning attorneys on the challenges and legal implications of real property transfers. The panel will discuss the impact of property transfers on income, estate and gift tax, Medicaid transfer rules and penalties, ownership structures,... Read More

Non-Grantor Trusts in Elder Law Planning: Specific Trust Strategies and Key Tax Considerat...
May 16, 2023 CLE, CPE, EA CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide attorneys and advisers serving elderly clients with a focused review of key strategies and tax implications of the use of non-grantor trusts. The panel will discuss the most effective trust structures, avoiding pitfalls that would derail Medicaid eligibility, and tac... Read More

Medicaid Planning and Guardianship: Securing Benefits When an Applicant Lacks Capacity; Be...
Types of Administration; Support and Income Allowances, Real Estate, Gifting, Trusts, Esta...
March 8, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide elder law attorneys an in-depth analysis of Medicaid planning issues in the context of a guardianship. The panel will discuss the intersection of Medicaid and guardianship and proceedings, circumstances where guardians should consider Medicaid planning, transferring ass... Read More

Medicaid and Estate Planning: Strategies, Conflicts, Trust and Power of Attorney Issues, a...
February 1, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law attorneys guidance on navigating challenges and avoiding missteps between Medicaid and estate planning. The panelist will discuss the inherent differences between Medicaid planning and estate planning, common mistakes in drafting trusts, tax consequences, accou... Read More

Elder Law and Estate Planning for Clients With Chronic Illnesses: Key Issues, Income Taxes...
January 18, 2023 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide elder law counsel and estate planners guidance on key issues that arise in elder law and estate planning for clients with chronic illnesses or disabilities. The panel will discuss key provisions for trusts, releases, proxies, and other planning instruments. The panel wi... Read More

Navigating Tax Issues in Medicaid Planning: Key Rules and Strategies to Avoid Costly Mista...
Outright Gifts vs. Gifts to a Trust, Income Taxes, Capital Gains, Real Estate Tax Exemptio...
December 8, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide elder law attorneys guidance on common tax challenges in Medicaid planning and available techniques to avoid issues that may impact eligibility. The panel will discuss the intersection between key tax rules and Medicaid planning and eligibility, transfers of assets by o... Read More

Claims Against Long-Term Care Facilities: Negligence, Damages, and Individual Criminal Lia...
November 10, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide elder law counsel in pursuing and defending claims against long-term care facilities and related service providers. The panel will discuss federal and state regulations, standards of care, service provider negligence, damages, recent cases and enforcement actions, and pote... Read More

Special Needs Trusts for Persons With Disabilities to Protect Government Benefits and the...
Administering First- and Third-Party Trusts; Addressing the Interplay Between SNTs, Guardi...
October 20, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will prepare elder law practitioners to identify and deal with the crucial issues and pitfalls that arise when drafting special needs trusts. The panel will outline practical solutions to protect public benefits for clients. Read More

Medicaid Recipient Issues When the Community Spouse Dies First: Protections, Rules, and Ke...
October 6, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will guide elder law attorneys on the challenges Medicaid recipients face upon the passing of the community spouse. The panel will discuss community spouse protections and applicable rules, counting of assets, and available planning techniques to maintain Medicaid eligibility as a p... Read More

Navigating Tax Challenges of ABLE Accounts and Special Needs Trusts: Guidance for Elder La...
September 21, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will offer estate planning, special needs planning and elder law attorneys guidance on navigating the intricacies of ABLE accounts and special needs trusts under the current tax law. Our panel will review the impact of current tax law on the taxation of these critical planning tools,... Read More

Asset Spend-Down for Medicaid Qualification: Classifying Assets, Individuals vs. Married C...
September 8, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide counsel with an in-depth analysis of asset spend-down techniques for Medicaid qualification. The panel will highlight strategies for spend-down, understanding exempt vs. non-exempt assets, and distinctions between individuals and married couples, as well as offer methods... Read More

Medicaid Planning: Spousal Refusal and Other Alternative Options, Asset Limits, Required N...
August 4, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide an in-depth analysis of those states utilizing spousal refusal in Medicaid planning and other alternatives for Medicaid qualification. The panel will also highlight strategies for spousal refusal, determining when and how such a tactic impacts Medicaid qualification, and... Read More

Medicaid Planning and Funding for Long-Term Care: Eligibility Rules, Asset Protection Stra...
July 14, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law attorneys an in-depth analysis of common and more advanced techniques for Medicaid planning and funding long-term care. The panelist will discuss resource and income eligibility, issues regarding IRAs and annuities, asset protection trusts, long-term care insur... Read More

Medicaid Planning When a Spouse Enters a Nursing Home: Avoiding Costly Pitfalls to Preserv...
CSRA, Monthly Maintenance Needs Allowance, Exempt Asset Requirements, and More
May 26, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law counsel with the tools to assist their married clients in Medicaid planning when one spouse enters a nursing home. The program will discuss how to best leverage the community spouse resource allowance (CSRA) and Medicaid monthly minimum maintenance needs allowa... Read More

Drafting Irrevocable Trusts to Preserve Medicaid and VA Benefits
Selecting Trust Type, Protecting Assets, and Optimizing Tax Planning for Long-Term Care
March 10, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide counsel and advisers serving elderly clients with a focused review of crafting irrevocable trusts to meet VA and Medicaid eligibility requirements and achieve asset protection and tax savings for clients. Read More

Special Needs Planning and the SECURE Act: Impact on Trusts, Multiple IRA Beneficiaries, D...
February 10, 2022 CLE, CPE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will guide elder law attorneys on the SECURE Act's impact on special needs planning. The panel will discuss regulatory and tax rules stemming from the SECURE Act and challenges for retirement benefits, trusts, and distributions. The panel will also discuss recent regulatory devel... Read More

2022 Medicaid Planning and Rules Update: New State Legislation, Restrictions, Annuities, S...
January 20, 2022 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide elder law attorneys an in-depth analysis of recent state legislation impacting Medicaid planning, assets, transfers, and common challenges, and methods to overcome them. The panelist will discuss strategies for navigating annuity rules for married couples and single ind... Read More

Pooled Trusts in Elder Law and Estate Planning: Requirements, Funding Options, SNTs vs. PS...
December 9, 2021 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide elder law and trusts and estates attorneys a detailed analysis of utilizing pooled trusts in special needs and estate planning. The panel will discuss the mechanics of pooled trusts, determining when to use a pooled trust, first-party and third-party trusts, funding opt... Read More

Special Needs Trust Funding, Administration, and Termination: Key Trust Provisions, Tax Is...
November 11, 2021 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide an in-depth analysis of the key challenges of special needs trust (SNT) funding, administration, and termination, as well as pitfalls to avoid. The panel will discuss SNT funding options and the best assets to put in a trust, the use of life insurance and ILITs, tax iss... Read More

Trust Distribution in Elder Law Planning and Administration: Standards and Challenges
August 17, 2021 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide elder law attorneys on navigating trust distribution standards and challenges in elder planning and administration. The panel will discuss current distribution standards, including discretionary, HEMS, mandatory, and contingent trust distributions, and key considerations a... Read More

Medicaid Asset Rules and Pitfalls to Avoid: Transfers, Conversions, Asset Limits, Level of...
Look Back Periods, Transfers and Gifts of Assets, Purchase of Exempt Assets, Conversion of...
July 15, 2021 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law attorneys an in-depth analysis of the Medicaid assets, transfers, and conversion rules, common challenges, and methods to overcome them. The panel will discuss strategies for navigating asset limits, level of care requirements, lookback periods, purchase of exe... Read More

Special Needs Trust Administration: Distributions, Income Taxation, Trust Accounting, Pitf...
June 10, 2021 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law attorneys and trustees guidance on the challenges of administering special needs trusts (SNTs) and methods to overcome them. The panel will discuss methods in handling administrative pitfalls that arise due to poorly drafted SNTs, income taxation, trust account... Read More

VA Benefits Rules: Determining Eligibility, Valuation of Assets, Look-Back Periods, Transf...
May 20, 2021 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law counsel with guidance on essential rules and planning techniques relating to the Department of Veterans Affairs (VA) benefits rules. The panel will discuss issues in determining eligibility for VA benefits under current rules, valuation of assets, transfer rule... Read More

New ABLE Account Final Regulations: Eligibility, One Account Rule, Disability Recertificat...
January 14, 2021 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will offer elder law attorneys guidance on navigating the new IRS final regulations' intricacies for ABLE accounts. The panel will discuss key provisions of the new regulations, one account rule, disability recertification, tax issues, critical planning tools, and the interplay with... Read More

Medicaid and Other Coverage Under the ACA for the Aged and Disabled: State Expansion, Waiv...
November 17, 2020 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide elder law attorneys through eligibility standards for long-term care funded through Medicare, Medicaid, and other payors. The panel will discuss Medicare rules for nursing facility and home care services, state rule challenges, and critical considerations for clinical stan... Read More

Medicaid Issues in Real Estate Transactions: Tax Issues, Transfer Rules, Penalties, Forms...
July 30, 2020 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide elder law and estate planning attorneys on the challenges and legal implications of real estate transfers for planning purposes. The panel will discuss the impact of property transfers in elder law planning on income, estate and gift tax, Medicaid transfer rules and penalt... Read More

Medicaid Planning: Pros and Cons of Gifting the House Under Current Tax Law
Eligibility Rules, Gift and Capital Gains Tax Implications, Trust Drafting Issues, and Gif...
June 24, 2020 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will explain and analyze the complex issues facing counsel when advising elderly clients regarding gifting their house. The panel will discuss Medicaid eligibility and gifting rules, tax implications, transfers to a trust, pros and cons of an outright gift, and alternatives to giftin... Read More

VA Nonservice-Connected Pension Benefits: Requirements, Filing Claims, Appeals, Impact on...
May 13, 2020 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law attorneys an in-depth analysis of critical rules and requirements for obtaining VA non-service connected pension benefits. The panel will guide counsel on overcoming challenges in filing claims for nonservice-connected pension benefits, navigating the appeals p... Read More

Emergency Conservatorships and Guardianships: Pursuing Court Intervention and Orders, Liti...
Identifying Risk and Protective Factors, Standards of Review, Recent Case Law
April 15, 2020 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law attorneys an in-depth analysis of legal, procedural, and administrative challenges of emergency conservatorships and guardianships. The panel will discuss critical issues in pursuing court intervention and orders, identifying risk and protective factors, and re... Read More

Social Security Disability Assessments and Hearings: Coordinating SSDI With Medicaid and V...
February 11, 2020 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law and benefits attorneys an in-depth analysis of Social Security disability assessments and hearings and coordinating Social Security disability insurance (SSDI) with Medicaid and VA benefits. The panel will discuss practical techniques in mastering the Social Se... Read More

Medicaid Crisis Planning Techniques: Leveraging DRA Promissory Notes, Medicaid Compliant A...
January 22, 2020 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will equip elder law attorneys with real-world, practical techniques to protect the assets of senior clients facing a Medicaid eligibility crisis due to a health condition that requires unaffordable nursing home care. The panel will outline strategies for clients to preserve assets u... Read More

Advanced Medicaid Planning Techniques: Trusts, Private Annuities, Spousal Transfers, Careg...
November 14, 2019 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will discuss some of the more common techniques for Medicaid planning, including asset protection and pooled income trusts, private annuities and promissory notes, spousal transfers, and caregiver agreements. Read More

Emergency Medicaid Planning: Mitigating the Damage of Inept Planning and Changed Circumsta...
Spend-Down Strategies, Excess Assets, Navigating the Application Process
October 2, 2019 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder counsel guidance on emergency Medicaid planning to correctly secure Medicaid benefits in case of a crisis or changed circumstances. The panel will discuss critical issues that impact Medicaid planning techniques, navigating the application process, spend-down strat... Read More

Assisted Living Contract Terminations and Resident Transfers: Key Provisions, Enforcement,...
Level of Care Determinations, Disruptive Resident Behavior, Duty to Address Resident Issue...
July 9, 2019 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide counsel and managers with comprehensive guidance on the legal ramifications of assisted living contract terminations and resident transfers. The panel will discuss critical considerations for valid assisted living agreements, available grounds for termination or transfer... Read More

Medicaid Promissory Notes: Gift and DRA Compliant Transactions, Shielding Assets, Safe Har...
June 25, 2019 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide elder law counsel on the use of promissory notes to ensure Medicaid eligibility and effective long term care planning. The panelist will discuss tactics to avoid challenges in structuring gift and Deficit Reduction Act (DRA) compliant transactions, shielding assets, and co... Read More

Medicaid Appeals and Fair Hearings: Strategies for Elder Law Counsel
Litigating Denials, Reductions or Terminations of Benefits in Administrative Agencies and...
January 22, 2019 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide elder law practitioners in preparing Medicaid appeals at administrative fair hearings and in state and federal court. The panel will address winning strategies for advocating on behalf of Medicaid applicants and beneficiaries facing reductions, terminations or denials of c... Read More

Maximizing VA Benefits: Eligibility Requirements, Drafting Trusts, Asset Protection and In...
March 1, 2018 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide elder law counsel with in-depth information and instruction on VA eligibility and planning. Our panel will discuss the lesser known eligibility requirements for VA aid and attendant pension benefits and outline practical techniques to address both pre-planning and planni... Read More

Elder Care: Eligibility Requirements for Section 8 Housing Choice Program for Seniors and...
Navigating Calculation of Rent, Special Needs Trusts and Reasonable Accommodations
October 18, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will discuss the Section 8 Housing Choice Program for the elderly and those with special needs, including how the program works, eligibility, calculation of rent and reasonable accommodations. The program will also discuss the DeCambre v. Brookline Housing Auth. decision on how incom... Read More

Elder Care Incapacity Planning: Advanced Directives and POLSTS, POAs, Controversial End-of...
September 20, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide knowledge to elder care attorneys on representing clients facing end-of-life and incapacity healthcare and financial decision-making issues. The panel will discuss the pros, cons and pitfalls of advanced directives, power of attorney, guardianships, and POLSTs. The progr... Read More

Planning With ABLE Accounts and Special Needs Trusts: Selecting the Best Approach for Elde...
Protecting Public Benefits With ABLE Accounts and SNTs; Understanding Limitations and Tax...
August 3, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will prepare elder law practitioners to utilize special needs trusts (SNTs) and Achieving a Better Life Experience (ABLE) Act 529A accounts to ensure financial independence for elderly and disabled clients. The panel will help practitioners choose a strategy that is right for each cl... Read More

Medicaid Planning and Annuities: Assessing Treatment of Annuities Under Federal and State...
Navigating Immediate and Deferred Annuities, Medicaid Compliant Annuities, and Qualified L...
July 13, 2017 CLE CLE On-Demand, Download
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will discuss the types of annuities individuals and families often own and assess how different types of annuities will be treated under federal Medicaid planning rules and common state statutory requirements. The program will also discuss what if anything can be done with annuities... Read More