Calendar

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