Course Provider
Learning Objectives
Participants will be able to: Define and describe the use of the 4 essential estate planning documents: Last Will and Testament, Power of Attorney, Living Will and Health Care Proxy.
Participants will be able to: Define Spousal Refusal and why a healthy spouse should not run out of money caring for the ill spouse.
Participants will be able to: Define and describe Medicaid eligibility requirements for institutional care of a loved one.
Participants will be able to: Define and describe the use of Homecare Medicaid eligibility rules and how it's possible to keep a loved one at home, with homecare and how not to run out of money.
Participants will be able to: Define and describe the use of an Income or pension trust and how one can protect assets as well as ones income including a pension, social security, while receiving Medicaid homecare benefits.
Participants will be able to: Define and describe Veterans Benefits and the eligibility requirements for them.
Participants will be able to: Define and describe Trusts and how theyre used to protect ones most valuable asset their home.
Participants will be able to: Define and describe how Current Estate Tax Rules are used to develop an estate plan that will avoid probate and minimize estate taxes.
Participants will be able to: List and describe specific resources and benefits available to pay for the care of their clients / patients.