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

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

Receive weekly marketing tips for your Elder Law or Estate Planning practice

Ready to get more clients and consultations?

Book your free call

Select a date and time on the calendar to schedule a free phone call with us. 

During this call, we let you do the talking. We simply want to learn more about you and your practice goals.

If there are opportunities for us to help, we will discuss those options after having a thorough understanding of your needs.

Skip to content