Most Critical Strategies Around Today’s Estate Planning

Are you going to the most critical event that will change your estate planning, asset protection and elder law practice? The Asset Protection, Medicaid and VA Benefits Practice with Purpose Program October 20-22 in Phoenix, AZ.

National Medicaid and VA experts Dave Zumpano and Victoria Collier will be hosting this three day program and bringing dozens of attorneys together to discuss and solve the most critical elements and strategies around today's Asset Protection, Medicaid and VA needs of our clients. Click here now for the course outline and to register.

In this program we will provide solutions to the following:

ASSET PROTECTION:

• Recent updates to asset protection and Medicaid compliant strategies.
• The new asset protection strategies dominating the marketplace.
• The death of DAPT'S, FLP'S, GRATS, GRUTS, and tax planning, and what's replaced them.
• The five essential trusts and key drafting needs to serve 99.7% of clients.
• Four "must have" drafting considerations and three "most forgotten" powers in trust.

MEDICAID:

• Four steps to Medicaid eligibility for any client.
• How to calculate the "breakeven" to ensure the proper filing date for the shortest penalty period.
• Medicaid Qualifying Annuities: Hidden risks and how to properly disclose them to clients or protect from them.
• The seven key factors to calculate any Medicaid case in seven minutes (or less!)
• IRA's: Exemption versus taxes, how to calculate if IRA's should be liquidated or exempted in Medicaid and VA cases.

VETERANS' BENEFITS:

• New fully developed claims process for veterans and widows.
• Qualifying assisted living facilities as UME's.
• Key choices to complete the physician affidavit for more timely approvals.
• Update on three year look back for VA benefits.
• The key reports no longer required for VA applications.
• Dangers of annuities in VA benefits planning.
• The effects of the Supreme Court decision on DOMA related to veterans benefits.

ALL PARTICIPANTS IN THIS SUMMIT WILL RECEIVE:

• Asset Protection, Medicaid and VA Practice Kit which includes:
• 50 state Medicaid Reference Resource Guide (summarized in 3 pages)
• 50 state Estate Recovery Article and updated state by state summary.
• Grantor Trust Summary and use tool.

Click here for a full outline of the program and to register for this event that has SOLD OUT the past 5 programs.  There are ONLY 25 seats available…DON’T WAIT TO REGISTER!