Episode 8 Part 3 Exempt Transfers

The Elder Law Coach
02/03/2021 33 min Episodio 8
Episode 8 Part 3 Exempt Transfers

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Episode Synopsis

Send us a textThis information is GOLD.  The information in this podcast will teach you how to help clients on a whole different level!!!!!!  When a client meets the qualifications for an exempt transfer, you should recognize it and advise them of the exemption.  Helping them with exempt transfers will pretty make sure they hire you to make sure it's done correctly.  These rules really do help clients and you need to know it.  Questions or comments can be sent to [email protected] out our new website www.TheElderLawCoach.com.

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