Please join Fletcher Tilton Tax Attorney and Certified Elder Law Attorney Michael T. Lahti for this informative webinar discussing the important topics of Estate Planning and Elder Law. Details for the next upcoming date.
May 17, 2023 Medicaid Planning for CPAs & Financial Planners with Michael Duffy (with Special Guest Christine Boutin)
Michael P. DuffyOfficer
Wed. May 17, 2023 9:30-11:30 a.m.
May 17th - Medicaid Planning Basics for CPAs and Financial Planners: An overview of the Medicaid application process, including computing the asset and income limitations. Attendees will also learn about basic Medicaid planning techniques such as using trusts and other legal arrangements to protect assets, and how to identify clients that should consider advanced Medicaid planning.