Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-term care insurance pros and cons • Hybrid annuity-life structures and payout design • Short-term coverage to bridge Medicaid penalties • Underwrit...
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Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-term care insurance pros and cons • Hybrid annuity-life structures and payout design • Short-term coverage to bridge Medicaid penalties • Underwrit...
Ep. 43 Expanding Your Practice with Special Needs Trusts
The Elder Law Coach
25 minutes
10 months ago
Ep. 43 Expanding Your Practice with Special Needs Trusts
Send us a text In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively. • Understanding the significance of special needs trusts • Navigating client needs in the realm of elder law • The impact of financial advisors and CPAs on trust planning&n...
The Elder Law Coach
Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-term care insurance pros and cons • Hybrid annuity-life structures and payout design • Short-term coverage to bridge Medicaid penalties • Underwrit...
