Protecting Older Clients' Assets from Medicaid & Creditors 2026

Protect a lifetime of savings 

When debt, long-term care costs, and estate recovery put an older client’s life savings at risk, do you know which strategies could help protect their remaining assets? Explore practical approaches to protecting assets from creditor claims and Medicaid estate recovery, while preparing for rising long-term care expenses and explaining these key strategies to your clients so they feel empowered to make the best decisions for their future financial planning.  

Experienced panelists will: 

• Present a refresh on the basics of debtor-creditor law 
• Identify the ethical rules, responsibilities, and concerns that govern Medicaid planning and asset protection strategies for older clients 
• Cover best practices in explaining these complex strategies to your clients in easily understandable terms 

Help your clients prepare for the future and protect their assets. Attend Protecting Older Clients’ Assets from Medicaid & Creditors to strengthen your strategies to protect your clients before debt, long-term care costs, or Medicaid estate recovery comes knocking.