David J. Zumpano, Esq.

In these enlightening sessions you'll discover the little-known strategies and tools that allow you to effectively incorporate IRAs in the Medicaid planning process. We'll discuss the five threats to retirement accounts, including the Point of No Return; the three options for planning with IRAs; how to designate IRA beneficiaries; and LWP's layered funding strategy. Through case studies and hands-on training you'll learn to use LWP's IRA Analyzer, the IRA Beneficiary Option tool, and the Asset Risk Analysis tool to streamline the IRA and Medicaid planning processes. When you complete these sessions you'll be able to quickly and effectively plan for IRAs to achieve your clients' overall estate planning goals and communicate the benefits of doing so to your clients.

In these enlightening sessions you'll discover the little-known strategies and tools that allow you to effectively incorporate IRAs in the Medicaid planning process. We'll discuss the five threats to retirement accounts, including the Point of No Return; the three options for planning with IRAs; how to designate IRA beneficiaries; and LWP's layered funding strategy. Through case studies and hands-on training you'll learn to use LWP's IRA Analyzer, the IRA Beneficiary Option tool, and the Asset Risk Analysis tool to streamline the IRA and Medicaid planning processes. When you complete these sessions you'll be able to quickly and effectively plan for IRAs to achieve your clients' overall estate planning goals and communicate the benefits of doing so to your clients.