Attorneys are increasingly called upon to help clients with retirement assets like individual retirement accounts (IRAs) navigate the complexities of Medicaid eligibility. This course provides a practical guide to understanding how IRAs are treated in the Medicaid eligibility process and how a Medicaid Compliant Annuity (MCA) can be used as a powerful planning tool.

Participants will gain a foundational understanding of the Medicaid program, including key eligibility rules and how retirement accounts factor into the asset and income tests. The webinar will then walk through the process of converting an IRA into a Medicaid Compliant Annuity in a way that meets state requirements and avoids adverse tax consequences. Real-world case studies will illustrate the application of these strategies for single applicants and married couples.