Gifting Tactics in Medicaid Planning

National Business Institute
Training overview
Professional Course
3 hours 1 minutes
From 299 USD

Start dates
299 USD
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Course description

Gifting Tactics in Medicaid Planning

Transfer Assets and Protect Medicaid Recipients' Eligibility

Planning for Medicaid requires specialized knowledge and finesse. This practical course focuses on one of its major aspects: managing the effect of gifts on Medicaid planning. Make sure simple mistakes don't interfere with clients' eligibility - register today! Get an update on current Medicaid programs and eligibility criteria. Learn on real-life examples how to cure prior gifts. Get tips on making the best use of trusts in Medicaid planning. Manage tax consequences of gifts.

Training content

  • Medicaid Eligibility Update
  • Gifting Techniques and Case Scenarios
  • Curing Prior Gifts: Practical Guidance and Real-World Examples
  • The Use of Trusts
  • Tax Planning Strategies

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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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