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Using Annuities for MassHealth Planning

The 60-Minute Lawyer

  • Product Number: 2190209P01
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    1 substantive credits, 0 ethics credits CLE Credit Note
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All of the faculty presentations from Using Annuities for MassHealth Planning may be purchased individually. Expand the Agenda below to see all options.
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  • Product Description
  • Agenda & Materials
  • Faculty
  • 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

      on demand video Add to Cart
      • Asset Rules
      • Liens/Estate Eligibility
      Kenneth L. Anding, LPL Financial , Woburn
      Liane Zeitz, Esq., Law Office of Liane Zeitz , Waltham
    • 12:15 - 12:30 pm

      Annuities: Single Premium Immediate Annuities

      on demand video Add to Cart
      • 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 , Waltham
    • 12:30 - 12:45 pm

      Issues in Purchasing Annuities

      on demand video Add to Cart
      • Term/Interest Rate
      • Beneficiary Designations
      • Liens/Estate Recovery
      Kenneth L. Anding, LPL Financial , Woburn
      Liane Zeitz, Esq., Law Office of Liane Zeitz , Waltham
    • 12:45 - 12:55 pm

      Alternatives to Annuity Planning:

      on demand video Add to Cart
      • 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 , Waltham
    • 12:55 - 1:00 pm

      "Ask the Experts" Q&A Session

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      Panel
  • Faculty

    Faculty

    Kenneth L. Anding, LPL Financial, Woburn
    Liane Zeitz, Esq., Law Office of Liane Zeitz, Waltham
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