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Joe Marion Presents on Medicaid Planning

Joe Marion will be presenting at the National Business Institute’s seminar entitled, Medicaid Planning: From Qualifying for Benefits to Estate Recovery, on Tuesday, April 28, 2015 from 9:00am to 4:30pm at the Wyndham Garden, Providence.

Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care.  This focused course is dedicated to helping you offer the most current and effective Medicaid planning.  Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, and estate recovery rules.

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