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{Webinar} How to Handle IRAs in Pre-Crisis and Crisis Situations

by Sep 30, 2020Law Firm Marketing

Presented by: Amber (Gouin) Hinds, AshBer

IRAs and other retirement accounts can be tricky assets to plan with. More clients now have IRAs and other pre-tax retirement accounts versus large pensions to help pay for their care.

From a legal standpoint, pre-crisis planning typically involves transferring as many assets as possible into an irrevocable Medicaid trust and waiting out the 5-year look-back period. However, transferring these assets can subject your client to immediate tax consequences.

In this presentation, you will learn:

  • How to effectively plan for IRAs and other retirement accounts
  • Can you move these into the “non-countable assets” category for a Medicaid crisis client
  • How insurance solutions may be able to help pay for long-term care in pre-crisis and crisis situations

 

At Bambiz, we work with elder law and estate planning firms and have extensive experience in developing social media marketing strategies unique to your firm, location, and potential client base.

To learn more about how we can help grow your business using online marketing, schedule a free 15-minute call with us

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Jim Blake

Jim Blake

Founder/CEO Bambiz

Jim’s mission with Bambiz is to help Elder Law and Estate Planning attorneys get more clients and grow their business.  He was awarded the Tampa Bay Business Journal Top Up and Comer Under 30 and is a Certified Digital Marketer.  Jim is also passionate about running and fitness, having completed over 26 full marathons in three continents.

(305) 814-9272 | [email protected]

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100 E. Granada Blvd, Suite 215F
Ormond Beach, FL 32176

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