If anyone has any questions on "Medicaid-Compliant" Annuities, please feel free to call my office. In my opinion, these annuities are an outstanding vehicle for asset protection, especially for a married couple. However, there is a lot of misinformation about what can and cannot be done with these annuities and how they work within the framework of an application for Medicaid vendor nursing care benefits with the Missouri Family Support Division.
Please understand that while a financial advisor may understand the product itself, he or she does not understand how the annuity works within the context of an application for Medicaid benefits. Consequently, it is very important to discuss these products with an elder law attorney that is familiar with the Missouri Medicaid system and with how it treats these products.
Wednesday, February 29, 2012
Medicaid-Compliant Annuities
Labels:
annuity,
elder law,
medicaid,
medicaid-compliant annuities,
missouri,
Nathan Forck
Upcoming Seminars: March and April
March 20, 2012
12:00-1:30 PM
Lunch and Learn Basics of Medicaid and Veteran's Aid in Attendance Eligibility
Millard Family Chapel
540 South Summit Drive
Holts Summit, MO
RSVP: Mark (573) 680-7880
March 29, 20126:00-8:00 PM
Estate Planning and Medicaid Eligibility
Crestview Home
1313 South 25th Street
Bethany, MO
RSVP: Sherry (660)425-3128
March 22, 2012
6:00 pm - 8:00 PM
Estate Planning and Medicaid Eligibility
Frene Valley Health Center
1800 Wein
Hermann, MO
RSVP: Jenny (573) 486-3155
April 24, 2012
12:15-1:00 PM
Basics of Medicaid Eligibility
Senior Center @ the Mall
3600 Country Club Drive
Jefferson City, MO
April 26, 2012
12:15-1:00 PM
Basics of Veteran's Aid in Attendance Eligibility
Clarke Senior Center
1310 Linden Drive
Jefferson City, MO
Labels:
"estate planning",
aid in attendance,
medicaid,
missouri,
Nathan Forck,
seminar,
veterans benefits
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