What is Medicaid Payback, Who It Affects, and How to Protect Your Assets

If you’re managing a Special Needs Trust (SNT) or ABLE account for yourself or someone you care for, understanding the Medicaid Payback Provision is vitally important. This webinar will help you understand what Medicaid payback really means, how it works, and what you can do to protect important resources.

We’ll explain how this provision affects the money in SNTs and ABLE accounts, what happens when the beneficiary passes away, and how to plan smartly to minimize the impact.

You’ll learn how to:

• Understand what the Medicaid Payback Provision is, why it matters, and who it affects
• Know how funds in SNTs and ABLE accounts can and can’t be used under Medicaid rules
• Identify what Medicaid considers an asset and what may need to be paid back after death
• Use practical budgeting strategies to reduce or avoid Medicaid reimbursement
• Make informed decisions to protect the long-term wellbeing of yourself or your loved one