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Advanced Medi-Cal Planning 2017

$595.00

By: James Watson, JD and Laura Srebro, JD

Many Medi-Cal planning attorneys help seniors and their families when a health care crisis strikes, resulting in a financial crisis. But what if you could help a family before a health care crisis strikes, saving them thousands of dollars and hundreds of hours of worry and stress?

Description

By: James Watson, JD and Laura Srebro, JD

Many Medi-Cal planning attorneys help seniors and their families when a health care crisis strikes, resulting in a financial crisis. But what if you could help a family before a health care crisis strikes, saving them thousands of dollars and hundreds of hours of worry and stress?

Help seniors and their families by creating an asset protection plan BEFORE a crisis strikes. This advanced Medi-Cal Planning course will focus on the use of irrevocable trusts, including important drafting goals, how to deal with the home and avoid estate recovery, and how to obtain the best tax treatment for assets held in the irrevocable trust.

Additional areas include:

    • Changes to the Medi-Cal recovery rules under SB 833
    • Trust funding and administration
    • Review of additional documents that complete the asset protection plan
    • Other planning methods including the use of Petitions to the Court

COURSE INFO

Is this course CLE eligible?
Yes, this course qualifies for 6 hours of CLE

How long is this course?
There are 3 video presentations in this course – Part 1: 1 hour 49 minutes. Part 2: 1 hour 53 minutes. Part 3: 1 hour 50 minutes.

When can I take this course?
Once you select to take this course, it will be available to you 24/7. There is no expiration date or time limit for completion, so study at your own pace.

How much is this course?
Member Price: $495.00 | Retail Price: $595.00

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