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DATE: December 16th, 2 PM ET

This 2-hour course delves deep into the mechanics of a Medicaid Compliant Annuity and the practical application these annuities in Medicaid Planning scenarios. This course will cover the name on the check rule, naming the state as beneficiary and estate recovery avoidance tools. This course is applicable for practitioners in all states except California. (For similar course in California, click here.)
Course Content:
* History of Medicaid Compliant Annuities (OBRA93 to present).
* Medicaid Compliant Annuity (MCA) statutes and state regulations.  
* Requirements of an MCA.
* Actuarial soundness requirements for MCAs.
* The structure of an MCA contract.
* Strategic design of an MCA contract and application.
* Beneficiary requirements of an MCA.
* Short-term MCAs and the Zahner opinion.
* Top Medicaid Planning techniques with MCAs.
Prerequisites: None. (Introduction to Medicaid Planning and The Basics of Medicaid Compliant Annuities and Promissory Notes are strongly recommended.)
Can't join live? Sign up and we'll send you a link by email to view the recording with extended Q&A.
Live Online Class
Course Registration Fee
Access to the online CLE is $125
Michael Anthony, JD, CMP™, is one of the nation’s leading long-term care benefit eligibility experts. He is a former delegate to the White House Conference on Aging. He has authored the largest book in print on the subject of Medicaid Planning, the Medicaid Planning Guidebook. He regularly teaches CLE courses and lectures on the subject nationally.