This 2-hour advanced course covers an overview of all trusts related to Medicaid eligibility planning and provides a detailed, in-depth analysis of standard Medicaid Asset Preservation Trusts. This course is applicable for practitioners in all states except California (for a similar California course, click here). This course is also offered as a Mastery Plus course which includes digital trust templates.

Course Content:
- Key LTC Medicaid trust-related nomenclature.
- Categories of trusts and treatment under LTC Medicaid rules.
- Difference between a divestment trust and a non-divestment trust.  
- Impact of revocable living trusts on planning.
- Key structure of Medicaid Asset Preservation Trusts.
- Framework of a standard Medicaid Asset Preservation Trust.
- Optional provisions in a Medicaid Asset Preservation Trust.
- Choosing Trustees for a Medicaid Asset Preservation Trust..
- Explaining Medicaid Asset Preservation Trusts to your client.
- Executing and funding a Medicaid Asset Preservation Trust.
- Busting Medicaid Asset Preservation Trusts.

Prerequisites: None. (Introduction to Medicaid Planning and Understanding Medicaid Divestment Rules are strongly recommended.)

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