Schedule
8:30 am
Boldly go where no estate plan has gone before
- What is a Digital Asset?
- Special Considerations in Planning for Digital Assets
- What Happens to Digital Assets When a Client Dies?
- Planning Methods for Digital Assets - Digital Estate Plan
- Best Practices for Keeping Your Digital Assets Accessible to Your Digital Executor
9:23 am
Break
9:28 am
Boldly go where no estate plan has gone before (cont.)
10:23 am
Break10:38 a.m. Medicaid: The Final Spenddown
- Introduction to Medicaid and Family Care
- Countable assets and income for both married couples and single individuals, and the detailed application process
- Divestment, the lookback period, and exceptions, as well as the implications of signing over a house
- The meaning of "spending down," common planning methods, and the strategic use of life insurance
11:30 am
Break
11:41 am
Medicaid: The Final Spenddown (cont.)
12:09 pm
Lunch
1:09 pm
Medicaid: The Final Spenddown (continued)
1:30 pm
XYZ’s of Advanced Long Term Care Planning
- Analysis of the Veteran Improved Pension Program: qualification, annuities, income and asset limitations
- The relationship between long-term care insurance and other planning methods
- The use of trusts in long term care planning
- Common mistakes made by clients before qualifying for assistance programs
- Mistakes made after qualifying for assistance programs that result in a removal of benefits
- Difference in types of long term care insurance policies, policy options and standards, suitability of inflation riders on polices, and the importance of Wisconsin's Partnership Program
- Planning for qualification vs. planning for estate recovery
- Family caregiver agreements, marital agreements, under utilized statutory exceptions for qualifications, and when to use a WISPACT Trust
2:24 pm
Break
2:39 pm
XYZ’s of Advanced Long Term Care Planning (continued)
3:46 pm