Elder Law

Elder Law 2019: Protecting IRA’s through Medicaid Compliant Annuities

Description:

This course will discuss the effect an IRA has on your client’s Medicaid eligibility and will review how a Medicaid Compliant Annuity can help them qualify for benefits without liquidating the account. Also included are case examples to better understand the strategies and considerations involved with IRA-MCA planning.

 

 

 

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving

 

 

 

 

 

 

The scenarios were clear and well-written. Easy to understand and follow.

Enormous amount of information in an hr period. It’s lucky speaker was a northerner and speaks very fast.

Speakers/Producers

This course is no longer available for purchase.

Course InformationHighlights
  • Flexible to your schedule
  • Viewable on desktop or mobile devices
  • Discount for section members
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.