As we enter 2025, the Department of Health and Human Services Centers for Medicare and Medicaid Services (CMS) has released the updated Supplemental Security Income (SSI) and Spousal Impoverishment Standards. These figures are important for attorneys engaging in Medicaid planning, as they set the groundwork for calculations in Medicaid eligibility and strategic Medicaid planning.
We understand that staying informed is important for attorneys who provide Medicaid planning services. To support you, we’re updating our state-specific Medicaid Planning Guides with the new 2025 figures. These guides are available for download on our website. Click here. Whether you’re determining resource allowances, calculating spend-down amounts, or analyzing spousal protections, these updated numbers will help you provide accurate, effective guidance to your clients.
Join Us for Our January 2025 Webinar
To help you navigate these changes, AshBer is kicking off the New Year with our January 2025 webinar: "Medicaid Planning 101: Navigating New Numbers in 2025."
This Webinar is designed to equip attorneys with the knowledge they need to confidently calculate Medicaid planning-specific numbers. We’ll cover:
The basics of Medicaid planning.
How to differentiate between countable and non-countable assets.
Steps to determine the spend-down amount.
Calculating Medicaid penalty periods for asset transfers.
Updates to the Community Spouse Monthly Maintenance Needs Allowance and other spousal protections.
Join Stuart Otto as we break down the updated Medicaid planning figures for 2025. Stuart is a seasoned Medicaid Planner with nearly a decade of experience as a Medicaid Annuity specialist. With over 10 years of holding his insurance license, Stuart has become a trusted resource for attorneys and insurance agents alike. He specializes in crafting spend-down proposals and providing Medicaid Compliant Annuity quotes to help professionals deliver effective solutions for their clients.
Register now to join Stuart and start the new year equipped with the knowledge to enhance your Medicaid planning services. By the end of the webinar, you’ll be ready to integrate these new figures into your Medicaid planning practice and better serve your clients.
Start 2025 on the Right Foot
At AshBer, we’re committed to supporting attorneys with the resources and expertise needed to navigate the complexities of Medicaid planning. Join us for the webinar and let’s make 2025 your firm’s best year yet.
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