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Using Annuities for MassHealth Planning: The 60-Minute Lawyer

The 60-Minute Lawyer

  • Product Number: 2190209RBC
  • CLE Credits, earn up to:
    1 substantive credits, 0 ethics credits CLE Credit Note
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Made to order; please allow up to 2 weeks for delivery. No supporting materials included. $95.00; Sponsor Members $85.50; New Lawyers $71.25
  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description

    An elder couple engages you for estate planning advice; one month later they call to say that one spouse had a stroke, is hospitalized, and is likely to need long term nursing home care. A single person with ALS and significant retirement assets who is likely to need nursing home care in the near future calls to ask about planning. Are you prepared to skillfully advise these clients?

    If you are new to MassHealth (Medicaid) planning or you are an estate planning attorney who has clients with MassHealth planning questions, this program is for you. Learn about last-minute planning with annuities, and when to refer cases. The program introduces you to the complex world of single premium annuities (SPIA’s), the types of annuities to consider to help your clients obtain MassHealth eligibility, and annuitizing qualified (retirement) funds. Let the experts inform you about MassHealth rules and issues encountered in using annuities for MassHealth planning!

     

  • Agenda

    Agenda & Materials

    • 12:00 - 12:15 pm

      MassHealth Overview

      • Asset Rules
      • Liens/Estate Eligibility
      Kenneth L. Anding, LPL Financial , Woburn
      Liane Zeitz, Esq., Law Office of Liane Zeitz , Norwood
    • 12:15 - 12:30 pm

      Annuities: Single Premium Immediate Annuities

      • What Annuities You Should Avoid
      • When to Consider Purchasing a SPIA
      • Annuitizing Qualified (Retirement) Funds
      • Annuities for a Couple or for a Single Person
      Kenneth L. Anding, LPL Financial , Woburn
      Liane Zeitz, Esq., Law Office of Liane Zeitz , Norwood
    • 12:30 - 12:45 pm

      Issues in Purchasing Annuities

      • Term/Interest Rate
      • Beneficiary Designations
      • Liens/Estate Recovery
      Kenneth L. Anding, LPL Financial , Woburn
      Liane Zeitz, Esq., Law Office of Liane Zeitz , Norwood
    • 12:45 - 12:55 pm

      Alternatives to Annuity Planning:

      • Long Term Care Insurance, Pooled Trusts; Special Needs Trusts
      • Transfers to Disabled Children or Disabled Persons
      • Increased Spousal Asset Allowance
      Kenneth L. Anding, LPL Financial , Woburn
      Liane Zeitz, Esq., Law Office of Liane Zeitz , Norwood
    • 12:55 - 1:00 pm

      "Ask the Experts" Q&A Session

      Panel

    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty

    Faculty

    Kenneth L. Anding, LPL Financial, Woburn
    Liane Zeitz, Esq., Law Office of Liane Zeitz, Norwood
  • Pricing

    Fees

    • $85.50 - MCLE Sponsor Member
    • $71.25 - New Lawyer
    • $71.25 - Pending Admittee
    • $71.25 - Law Student
    • $71.25 - Paralegal
    • $95.00 - All Others

    Available FREE with an MCLE OnlinePass® subscription.

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