Power of Attorneys, Guardianships and Medicaid Planning via the Use of Promissory Notes

Accreditation Wreath Icon AL
SKU: EST8900
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Appropriate documentation for estate planning is a key element of the estate planning process and when it is not done correctly, guardianships are required. This CLE course will explain the guardianship process and when it is implemented. It will also provide a thorough review of how guardianship is used to implement special needs benefits and Medicaid as well as the use of promissory notes and gifts in Medicaid planning.

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