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When clients face a Medicaid crisis, retirement accounts like IRAs, 401(k)s, and 403(b)s often present complex challenges. Or there’s another way to look at it. They can create opportunities for asset preservation. During our recent webinar, Amber Hinds of AshBer and Certified Elder Law Attorney Todd Whatley discussed practical strategies to help families protect these accounts while preserving Medicaid eligibility. The goal in crisis Medicaid planning is to convert countable

Each state has different requirements on this Medicaid payback language, with some requiring very specific wording and others allowing for certain exceptions. 

A look at the unique role attorneys play in designing caregiver agreements and coordinating legal structures that financial advisors cannot. If you want to build a stronger bridge between planning and protection, this is information you need to see.