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IRMAACP™ for Estate Planning Attorneys
The income clients take in retirement determines what they pay for Medicare. That matters for estate planning.
Estate planning decisions — trust distributions, asset liquidations, business transitions — generate income events that directly affect IRMAA exposure. Attorneys who understand IRMAA can advise clients on the Medicare cost implications of their planning decisions, providing a more complete picture and strengthening referral relationships with the financial advisors and CPAs in their network.
WHY IRMAACP™ FITS YOUR PRACTICE
What IRMAACP™ Changes for Estate Planning Attorneys
- Understand how estate and trust distributions create IRMAA bracket exposure
- Advise on the Medicare premium implications of asset liquidation and business sale timing
- Coordinate with financial advisors on income events that affect Medicare costs
- Deepen referral relationships through cross-disciplinary Medicare cost expertise
$4,000+Average IRMAA surcharge cost per couple per year
20%Of Medicare enrollees pay IRMAA surcharges
63M+Americans on Medicare and counting
Ready to earn the IRMAACP™ credential?
One enrollment. Complete preparation. Everything you need to advise clients on Medicare costs and IRMAA surcharges with confidence.
Questions? Contact us — we're happy to help you choose the right path.