Back to All Events

Annuities

This half-day program will review the basic annuity terms, the types and uses of annuities, Medicaid policy on annuities, and transfer implications.

As a result of the training, participants will be able to:

  • Determine the value of Annuity

  • Distinguish between the treatment of an Annuity with transactions before and after DRA legislation

Earlier Event: June 17
Trusts
Later Event: June 21
LDSS New Worker - Group D: Day 5