2-HOUR CPE
2-HOUR CPE
The Medicaid Planning Trifecta™
Leveraging Medicaid Compliant Annuities, Caregiver Agreements, and the Income Producing Property Exclusion to Preserve Assets and Secure Eligibility
2.0 CPE Credits | Specialized Knowledge
Program Level: Basic Level
Friday, August 21st, 1PM-3PM
Fort Lauderdale Marriott Harbor Beach Resort
COURSE
INFORMATION
Three Powerful Medicaid Planning Strategies. One Comprehensive Framework.
When a client exceeds Medicaid's resource limits, traditional spend-down strategies are not always the most effective solution.
This advanced continuing professional education program explores three powerful Medicaid planning techniques that may help preserve assets while supporting Medicaid eligibility objectives:
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Medicaid Compliant Annuities
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Lump-Sum Caregiver Agreements
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Income Producing Property Exclusion
Participants will learn the legal foundations, planning applications, documentation requirements, and compliance considerations associated with each strategy through practical examples and real-world case studies.
COURSE
TOPICS
Medicaid Planning Refresher
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Medicaid eligibility fundamentals
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Countable versus exempt assets
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Community spouse protections
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Transfer penalty rules
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Five-year look-back period
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Spend-down strategies
Medicaid Compliant Annuities
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Federal requirements
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Actuarial soundness
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Community spouse planning
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Crisis planning opportunities
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Common compliance mistakes
Lump-Sum Caregiver Agreements
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Personal service contracts
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Fair market value compensation
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Documentation requirements
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Life expectancy calculations
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Audit considerations
Income Producing Property Exclusion
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Federal authority
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Income-producing property standards
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Reasonable rate of return requirements
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Documentation requirements
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Strategic planning applications
The Trifecta in Action
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Case studies
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Strategy comparison
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Layering multiple planning techniques
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Real-world planning scenarios
WHAT YOU
WILL LEARN
Upon completion of this program, participants will be able to:
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Identify key Medicaid eligibility requirements, including resource limits, income rules, and transfer penalty provisions.
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Differentiate between countable and non-countable assets for Medicaid eligibility purposes.
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Analyze when a Medicaid Compliant Annuity may be appropriate within a Medicaid planning strategy.
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Evaluate the requirements and risks associated with Lump-Sum Caregiver Agreements.
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Apply Medicaid planning principles involving the Income Producing Property Exclusion.
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Assess client scenarios and determine which planning techniques may best address eligibility concerns.
WHO SHOULD
ATTEND
This program is designed for:
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Certified Public Accountants (CPAs)
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Financial Advisors
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Elder Law Attorneys
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Trust Officers
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Care Coordinators
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Medicaid Planning Professionals
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Long-Term Care Planning Professionals
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Insurance Professionals working with long-term care issues
HOW TO
REGISTER
To register for this program, contact Medicaid Success Education at:
Phone: 800-678-7017
Email: info@medicaidsuccess.com
Registration must be completed prior to the scheduled program date.
Program Information
Delivery Method: Group Live
Recommended CPE Credit: 2.0 Credits
Program Level: Basic
Program Length:120 Minutes
Prerequisites: None
Advance Preparation: None
Instructional Method: Lecture, Case Study Analysis, Participant Discussion, Q&A
Participant Engagement
This program includes instructor-led case studies, participant discussion activities, and instructor-guided analysis designed to reinforce learning objectives and satisfy NASBA participant engagement requirements for Group Live programs.
Instructor: Michael Anthony, JD, CMP™
Michael Anthony is a nationally recognized Medicaid planning educator and practitioner with extensive experience helping families, attorneys, financial advisors, and care professionals navigate complex long-term care planning challenges.
About Medicaid Success Education
Medicaid Success Education provides professional education programs focused on Medicaid planning, long-term care planning, asset preservation strategies, and related elder care issues.
Administrative Policies
For information regarding administrative policies such as complaints, cancellations, refunds, program updates, and other policies, please contact Medicaid Success Education at:
Phone: 800-678-7017
Email: info@medicaidsuccess.com
NASBA Sponsor Disclosure
Edgentus LLC (Medicaid Success education) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.