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Immerse Yourself in Long-Term Care Planning
With Comprehensive Analysis and Practice Guidance

The many complex rules, strategies, and situations facing attorneys create challenges in long-term care planning. For legal professionals, it’s essential that you have a deep understanding on a variety of topics. Immerse yourself in crucial long-term care planning topics by downloading our comprehensive white papers.

Medicaid Compliant Annuities vs. Promissory Notes

Published: February 21, 2023

Explore the differences and similarities between Medicaid Compliant Annuities and promissory notes, two DRA-compliant tools that may be used to spend down assets for Medicaid. Learn the pros and cons of each product and discover which one is best suited for your client’s unique circumstances.

An Introduction to Funeral Expense Trusts

Published: January 1, 2023

Help clients take the right steps toward safeguarding their financial future with a Funeral Expense Trust. Purchasing an FET allows them to set aside funds for their end-of-life expenses and rest assured their loved ones won’t have to worry about covering these costs. Explore the Funeral Expense Trust in more detail.

Qualified Income Trusts and Medicaid Planning

Published: April 21, 2022

A Qualified Income Trust (QIT), also known as a Miller Trust, is an irrevocable, income-only trust that holds the income of a Medicaid recipient and disburses funds for allowable expenses. Download this in-depth white paper to learn how QITs fit in the Medicaid planning process and how to establish one for your client.

How to Handle Non-Compliant Annuities in Medicaid Planning

Published: March 25, 2022

An existing annuity can spell trouble for your client, but it doesn’t have to derail their crisis plan. Learn how both tax-deferred and immediate annuities are treated for Medicaid purposes, and discover how you can help clients deal with non-compliant annuities while accelerating their eligibility for benefits.

An Introduction to Medicaid Compliant Annuities

Published: March 25, 2022

Delve into the Medicaid Compliant Annuity (MCA), a revolutionary spend-down tool designed to accelerate your client’s eligibility for Medicaid and protect their hard-earned assets. With this comprehensive white paper, you’ll learn how to use this innovative product to enhance your practice and help more senior clients get the benefits they deserve.

Navigating MCA Carrier Options

Published: January 10, 2022

When dealing with a specialized product like a Medicaid Compliant Annuity (MCA), choosing the right insurance carrier can make a big impact on your client’s Medicaid eligibility. Get an in-depth look at key considerations, including carrier ratings, product features, and company attributes, to keep in mind when selecting a carrier.

Medicaid Denial and Fair Hearing Guide

Published: January 10, 2022

In Medicaid planning, even the most well-developed plan can result in a denial. Use the material in this guide, including our thorough Fair Hearing Checklist, to understand the process for Medicaid denials and organize your plan in the event of a hearing. With the information provided and our assistance, if necessary, you can win your client’s case.

The “Name on the Check” Rule

Published: January 10, 2022

In cases where the institutionalized spouse owns an IRA that is countable in their state, we may recommend the “Name on the Check Rule.” This Medicaid Compliant Annuity strategy involves naming the community spouse as payee of the annuity funded by the institutionalized spouse’s IRA. Learn about the legal authority of this MCA plan.


Gain insight into the world of Medicaid planning with this in-depth educational experience. Learn details about Medicaid planning that we don't cover anywhere else. Get the information you need to develop successful crisis Medicaid plans for your senior clients.

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Whether you're new to long-term care planning, want to better understand how we work together, or you're ready to discuss a client case, we're here to assist on your schedule. Use our online scheduling tool to meet with our team and collaborate on the topics most important to your practice.

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