JANUARY 23RD | 10 AM EST
Understanding the Medicaid Payback Provision and Its Impact on Special Needs Trusts and ABLE Accounts
This webinar training aims to provide participants with an understanding of the Medicaid Payback Provision as it applies to Special Needs Trusts (SNTs) and Achieving a Better Life Experience (ABLE) accounts. By attending this training, participants will gain the knowledge and insights necessary to navigate the Medicaid Payback Provision, reimbursement requirement, exceptions, assets, and the impact on SNTs and ABLE accounts.
Learning Goals:
- Understanding what the Medicaid Payback Provision is, why it’s important, and how it impacts SNTs and ABLE accounts.
- Learn how SNTs and ABLE account funds can and cannot be used under the Medicaid Payback Provision.
- Understand what Medicaid considers an asset and the requirement to liquidate some assets after the passing of the beneficiary.
- Learn how to minimize the Medicaid Payback Provision through effective budgeting strategies.
Featured Speaker
Anna Maki
Director,
Program Services
BDI
Anita Gardner
Director,
Trust Services
BDI
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You will leave with actionable strategies to create positive experiences.
Presenter: Anna Maki, Director, Program Services, BDI
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JANUARY 23, 2025
Understanding the Medicaid Payback Provision and Its Impact on Special Needs Trusts and ABLE Accounts
This webinar training aims to provide participants with an understanding of the Medicaid Payback Provision as it applies to Special Needs Trusts (SNTs) and Achieving a Better Life Experience (ABLE) accounts. By attending this training, participants will gain the knowledge and insights necessary to navigate the Medicaid Payback Provision, reimbursement requirement, exceptions, assets, and the impact on SNTs and ABLE accounts.
Learning Goals:
- Understanding what the Medicaid Payback Provision is, why it’s important, and how it impacts SNTs and ABLE accounts.
- Learn how SNTs and ABLE account funds can and cannot be used under the Medicaid Payback Provision.
- Understand what Medicaid considers an asset and the requirement to liquidate some assets after the passing of the beneficiary.
- Learn how to minimize the Medicaid Payback Provision through effective budgeting strategies.
