InterActive Legal

One of the key components of crisis (and some pre-crisis) Medicaid planning is transferring assets so they are no longer considered as countable resources.  Ideally, these transfers can occur without being subject to any penalty.  In our next Speaker Series webinar, Certified Elder Law Attorney Todd Whatley will discuss strategies for transferring assets without penalty- and more.  

Key Takeaways:

• Simplify the complexities of Medicaid’s exempt rules into clear, actionable strategies.
• Learn what qualifies as an exempt transfer and how to identify them effectively.
• Discover practical spend down techniques that avoid Medicaid penalty periods.
• Preserve client assets while ensuring Medicaid eligibility.
• Streamline your Medicaid planning process with confidence and clarity.
• Gain insights from real-world applications and 25 years of experience.

Why Attend?

• Medicaid planning can feel overwhelming—this session breaks it down into manageable steps.
• Improve your outcomes with proven tools and strategies.
• Equip yourself to handle even the most challenging Medicaid planning scenarios.

Join us to hear from an expert about these important asset protection planning strategies.