Want to Add a Lucrative Planning
Area to Your Practice?
Consider Adding Medicaid Planning!
Incorporating Medicaid Planning into your practice can be an extremely rewarding move, but where do you even begin trying to learn the program’s strict rules? If you’re thinking about adding Medicaid to your practice, it would be important to understand the basics of this very complex program.
This is why we’ve brought in Krause Financial Services’ Senior Relationship Manager, Aaron Kempen, to put together this practical presentation entitled, “Medicaid 101: The Basics”.
During this 43-minute presentation, Aaron will cover:
- An overview of the Medicaid program and a look at the Medicaid requirements, including:
- Non-financial eligibility
- Income regulations on institutionalized individuals and community spouse
- Asset regulations, including exempt assets and treatments of IRAs, real estate, annuities, trusts
- Asset limitations for institutionalized individualize and community spouse
- Minimum and Maximum Community Spouse Resource Allowance (CSRA)
- What is a divestment and how is it used in Medicaid?
-
- The lookback period
- The penalty period
- The Divestment Penalty Divisor
- How to accelerate eligibility for Medicaid purposes
- A look at the Medicaid Compliant Annuity and how it can help your Medicaid clients
Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. You get all of this and more for you and your office to use at the low price of $149. A PDF transcript is available as an add-on for an additional fee.
- Program Title: Medicaid 101: The Basics
- Speaker: Aaron Kempen
- Duration: 43 minutes
Purchase
ABOUT THE SPEAKER
Aaron Kempen
Aaron Kempen is the Senior Relationship Manager at Krause Financial Services—a Wisconsin-based firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. He primarily works with new and prospective clients, educating them about how to use Medicaid Compliant Annuities and ensuring they have the products and support they need to streamline the crisis planning process for their practice. Aaron regularly speaks and exhibits at elder law and estate planning events across the country. He is passionate about training attorneys who are new to crisis Medicaid planning or looking to expand their knowledge….
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.