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Epi 22 The Disabled Child Exemption to Gifting Penalties
Manage episode 406045097 series 3556882
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Having a disabled child is tragic. The Medicaid rules allow us to plan a parents estate to help protect that child allowing us to protect a very large amount of the estate from transfer penalties.
However, there are some intricacies that you must be aware of when discovering this information and using this to help the client and the disabled child. Today, Todd talks about the meeting tactics when you discover this and how to get the family to hire you to help them through this seemingly easy exemption that is riddled with potential problems.
Listen today to learn about a powerful tool you can use to help clients and their children and how to present it so you can get hired.
Check out our new website www.TheElderLawCoach.com.
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