Calendar
January 26, 2021
Medicaid Long Term Care Asset Protection Planning
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Medicaid Long Term Care Asset Protection Planning
Join Elville and Associates’ Principal and senior elder law attorney Lindsay V.R. Moss as she offers this webinar presentation that will shed light on options for pre-crisis planning techniques and asset protection as well as crisis planning techniques and what assistance is available.
Topics to be discussed include:
- Pre-Crisis Planning and Asset Protection (utilizing Medicaid’s 5-year look back)
- Estate planning techniques for married couples vs. single individuals
- Trust-based plans – Medicaid Asset Protection Trust vs. Veterans Asset Protection Trust
- Preserving the equity in the home - Crisis Planning and Assistance o Asset purchase strategies – allowable expenditures
- Asset transfer strategies o Caregivers – payment for informal caregiving services
- Medicaid compliant annuities for the benefit of community spouses
- Promissory Notes
- Protecting Assets after qualifying for Medicaid Long Term Care
Contact Name : Jeff Stauffer
Contact Email : jeff@elvilleassociates.com