IRAs can pose a challenge to attorneys engaging in Medicaid planning, but a properly structured Medicaid Compliant Annuity can help. This session will explore strategies for spending down your client's IRA, how IRAs are treated under the Medicaid program, best practices for structuring the annuity and how to avoid taxes when transferring the account.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving.