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Using a Medicaid Compliant Annuity for a Single Person

Date Listed: March 10, 2021
Presented By: Collin Terry, MBA, CLTC

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In episode 13 of our Industry Insights video series, Collin Terry, Sales Manager, discusses options available to a single person utilizing a Medicaid Compliant Annuity. Collin covers:

  • Advantages of using a Gift MCA plan
  • Calculations factored into a gift and annuity
  • Alternative planning methods
More videos from the Krause Industry Insights Series:
Overcoming Denials and Fair Hearing Support
9:34
Overcoming Denials and Fair Hearing Support
Planning Trends and Incorporating Medicaid Planning into Your Practice
8:05
Planning Trends and Incorporating Medicaid Planning into Your Practice
How LTCI Fits into Your Practice
6:38
How LTCI Fits into Your Practice
Fair Hearing and Medicaid Denial Case Studies
10:44
Fair Hearing and Medicaid Denial Case Studies
Using IRAs to Fund Medicaid Compliant Annuities
7:48
Using IRAs to Fund Medicaid Compliant Annuities
Case Discussion: District Court Affirms MCA as Irrevocable
11:13
Case Discussion: District Court Affirms MCA as Irrevocable
The Logistics of a Medicaid Compliant Annuity
7:12
The Logistics of a Medicaid Compliant Annuity
Common Mistakes in the Fair Hearing Process
10:14
Common Mistakes in the Fair Hearing Process
The Attorney's Role in Identifying and Addressing Elder Abuse
9:59
The Attorney's Role in Identifying and Addressing Elder Abuse
Do Non-Attorneys Have a Role in Medicaid Planning?
8:56
Do Non-Attorneys Have a Role in Medicaid Planning?
Using Medicaid Compliant Annuities in the Name of the Community Spouse
7:13
Using Medicaid Compliant Annuities in the Name of the Community Spouse
The Treatment of a Trust for the Sole Benefit of a Community Spouse
8:24
The Treatment of a Trust for the Sole Benefit of a Community Spouse
Carriers in the Medicaid Compliant Annuity Industry
8:57
Carriers in the Medicaid Compliant Annuity Industry
How Existing Non-Compliant Annuities Affect Medicaid Eligibility
9:21
How Existing Non-Compliant Annuities Affect Medicaid Eligibility
MassHealth Questioned as Primary Remainder Beneficiary on Community Spouse Annuities
8:29
MassHealth Questioned as Primary Remainder Beneficiary on Community Spouse Annuities
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