Name
Modern Medicaid Crisis Planning: Annuities, Spenddowns, and Specialized Trusts
Date & Time
Wednesday, September 23, 2026, 2:15 PM - 3:15 PM
Description
Medicaid crisis planning requires swift, legally sound, and practical strategies to preserve client resources while securing long-term care eligibility. In an ever-shifting regulatory landscape, practitioners must remain nimble, adapting techniques as new administrative interpretations and precedents emerge. This session delivers clear, actionable guidance on contemporary planning tools—focusing on Medicaid Compliant Annuities (including “name on the check rule” considerations), funeral/pre-need planning, and a range of spenddown solutions and trust options, including the use of First- and Third-Party Special Needs Trusts, for applicants, spouses, and immediate family members.
Speakers
Track
Elder Law, Special Needs