Understand the asset preservation strategies that are available to your clients.
The average cost of nursing home care can quickly reduce your clients’ net worth.
As a professional serving seniors, it is vital for you to understand the asset preservation strategies that are available to your clients. You will learn the basics of sheltering assets while achieving eligibility for long term care government benefits, including Medicaid and VA Pension with Aid and Attendance. You will leave this course with the knowledge to spot issues, avoid common planning mistakes, and identify potential solutions to better serve your clients.
In this two-hour session on elder law basics, you will:
- Learn the legal framework related to Elder Law and long- term care government benefits;
- Understand how to add asset protection planning to a foundational estate plan;
- Learn about long term care Medicaid income and asset eligibility rules;
- Learn the VA Pension with Aid and Attendance income and asset eligibility rules;
- Discover the 3 phases of asset protection planning for long term care, including various strategies.
Amber B. Woodland, Esquire, Partner at Procino-Wells & Woodland, LLC
Amber is an elder law attorney firm based in Delaware. Amber is a member of the bar of the Supreme Court of the State of Delaware. She is also accredited by the Department of Veterans Affairs (VA) to prepare, present and prosecute claims for veterans before the VA. Amber’s practice is focused in elder law including asset protection planning for long term care (Medicaid and VA), wills, trusts, estates, powers of attorney, health care directives and guardianships.Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
2 hrs CFP®, CRC®, and other CE Credit Reporting
Overall Rating: 4.7 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 3 – Intermediate
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.