LTCi - Part 4

Published on Dec 13, 2019

No Description

PRESENTATION OUTLINE

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Partnership Policies vs. Other Coverage for LTC

Medicare LTC Benefits Overview

Public Coverage

Medicare Eligibility

Public Coverage
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Long-Term Care Insurance

Private Coverages

Family Caregiving

Private Coverages

Personal Income and Assets

Private Coverages

Annuities

Private Coverages

Home Equity

Private Coverages

Life Insurance

Private Coverages

Partnership Policies Relative to Medicaid

Coverage and Benefits

General

Eligibility Requirements for LTC Medicaid Coverage

Functional

Eligibility Requirements for LTC Medicaid Coverage

Financial

Eligibility Requirements for LTC Medicaid Coverage

Income Treatment

Financial Eligibility Requirements

Assets

Financial Eligibility Requirements

Spousal Impoverishment

Financial Eligibility Requirements

Financial Eligibility Requirements
Asset Transfers

Look Back and Penalty Period Calculations

Financial Eligibility Requirements

Estate Recovery

Financial Eligibility Requirements

Asset Protection Exclusions

Financial Eligibility Requirements

Income Cap States and Miller Trusts: How it Works

Choices May be Limited

Drawbacks

Drawbacks: Loss of Assets/Financial Independence

Inability to Pass on Assets to Heirs

Drawbacks

Filial Responsibility Laws

Drawbacks

Review and Discussion

Sign Out and Dismissal

Scott Wirtz

Haiku Deck Pro User