Education

Get Your Risk Score

Wealth Preservation

It’s tough to determine which investments to use if you don’t know your own risk tolerance. That’s why we use a program to help clients find their own risk tolerance and to score investments so they match up accordingly.

Store Address

490 Golden Bear Court
Saint Joseph, MI 49085

Contact Info

Email: Email Us
Phone: 888-435-6080

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Buy the book and get the free 2017 updated Desk Reference

MEDICAID GUIDEBOOK | MEDICAID PLANNER Course Combination

To download the Table of Contents for the book, please click here.

This page has information for those who want to have the top Medicaid attorney in the country educate them on the very important issue of Medicaid planning.

We currently do not have any in person educational seminars scheduled. However, we do plan on doing an in person seminar this year.

The next best thing to in person training is webinar training (some like it better because it avoids the cost to travel and each webinar can be viewed over and over until you learn the subject matter inside and out).

The cost to view the online webinars is normally $400.00 & the book is $400.00 .

To order the online webinar series so you can start learning this important subject matter, please click the buy button on this page.

What will the training cover?

The following are the titles of each webinar session.
SESSION 1: Introduction to Medicaid Planning
SESSION 2: Medicaid Program Overview
SESSION 3: Medicaid Eligibility Planning
SESSION 4: General Asset-Eligibility Rules
SESSION 5: Community Spouse Asset Rules
SESSION 6: Asset-Eligibility Strategies (PART I1)
SESSION 7: Asset-Eligibility Strategies (PART II)
SESSION 8: Divestments (Part I)
SESSION 9: Divestments (Part II)
SESSION 10: Trusts
SESSION 11: Annuities and Promissory Notes (Part I)
SESSION 12: Annuities and Promissory Notes (Part II)
SESSION 13: Income Eligibility
SESSION 14: Special Concerns for the Homestead and Family Farm
SESSION 15: Applying for Medicaid
SESSION 16: Post-Eligibility Issues, Advocacy Opportunities and Veteran’s Benefits
SESSION 17: Estate Recovery

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