Seminars

 

Find a Seminar

Protect Your Assets – Medicaid and Nursing Home Planning

Location:

Holiday Inn & Suites
1000 Imperial Ave
Rothschild, WI

Presenters: Jessica A. Merkel

This seminar is offered at both 9:00 a.m. and 5:30 p.m. – registration details below.

What You’ll Learn

  • The Need for Planning
  • Who Is Eligible for Medical Assistance Planning? 
  • Protection of the House and Vacation Home 
  • Permitted Transfers of Assets 
  • Using Trusts to Protect Your Assets

You Should Attend if

  • You are single or married
  • You want straight talk on how the rules work in Wisconsin
  • You want to learn about tried and true techniques to protect your assets for you and your family

This seminar is presented at no charge – refreshments are included.

Back to all Seminars