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Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This legal guide will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Order today!
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October 4 - Richmond
MELANIE M. LEE is the owner of Lee Law Office, PLLC. She concentrates her practice in the areas of trusts and estates, estate administration, and elder law. Ms. Lee is a member of the American Academy of Estate Planning Attorneys and the National Academy of Elder Law Attorneys. She is an experienced and well-rounded estate planner. Her firm's philosophy is to help clients create, build and properly transfer wealth. Ms. Lee is also a member of the Virginia State Bar, Virginia Bar Association (sections on Probate, Trusts & Estates and Real Property), the Hill Tucker Bar Association, and the American Bar Association. She frequently speaks on the importance of estate planning and issues concerning pre-death needs and estate administration; this includes teaching courses for the Virginia Society of CPAs, the Old Dominion Bar Association, Urban Financial Services Coalition, and the National Association of Press Women. Ms. Lee earned her B.A. degree from Howard University and her J.D. degree from Washington and Lee School of Law.
HELENA S. MOCK is founder of The Peninsula Center for Estate and Lifelong Planning, located in Williamsburg, Virginia. She practices in the areas of estate, tax, and business planning, probate and trust administration, and long-term care planning. Ms. Mock is an adjunct professor of law at the College of William & Mary Law School and managing attorney for the law school's Elder & Disability Law Clinic. She is a frequent speaker on topics relating to her areas of practice and has taught numerous continuing legal education (CLE) courses for attorneys. A veteran herself, Ms. Mock is accredited by the Veterans' Administration to work with veterans toward obtaining benefits due them for service connected and non-service connected disabilities. In 2016, she received the designation of accredited estate planner® from the National Association of Estate Planners and Councils. Ms. Mock received her B.A. degree from the University of Maryland, her M.A. degree from Old Dominion University, and her J.D. degree from the College of William & Mary School of Law. She is a member of the National Academy of Elder Law Attorneys, the Virginia State Bar (member, Trusts and Estates Section), the Virginia Bar Association, the Williamsburg Bar Association, and the Peninsula Estate Planning Council. Ms. Mock serves on the Advisory Board for Dream Catchers in Williamsburg and the Board of Directors for the Williamsburg House of Mercy.
MARY RENNIE ROWE LITMAN is an attorney at Williams Mullen, where she practices in the areas of estate tax planning, estate and trust taxation and administration, business succession planning, and fiduciary litigation. She has extensive experience litigating will contests, will and trust construction cases, family and probate disputes, and cases which involve the misconduct of fiduciaries and the misappropriation of funds. Ms. Litman has handled several complex family disputes involving elective share claims, prenuptial agreements, business succession planning, and the administration of estates in multiple jurisdictions. She also works with disabled and incapacitated persons and their families in the establishment of special needs trusts and advises on guardianship and conservatorship matters. She is admitted to practice in West Virginia and received her B.A. degree, cum laude, from Vanderbilt University and her J.D. degree from the University of Richmond School of Law.
CATHERINE SEARS is an attorney at The Peninsula Center for Estate and Lifelong Planning. She focuses her practice on estate planning and elder law, and has experience in drafting estate planning documents, caregiver agreements, and guardianship/conservatorship proceedings. Ms. Sears is also familiar with the application processes for long-term care Medicaid, SSI/SSDI, and Veterans benefits. She is the chair of the life care planning practice area at The Peninsula Center. Ms. Sears is a member of the Virginia State Bar - Trusts and Estates Section, and the National Academy of Elder Law Attorneys. She received her B.A. degree from Franklin & Marshall College and her J.D. degree from the College of William & Mary School of Law.
October 7 - Fairfax
JOSHUA E. BUSHMAN is an attorney with The Bushman Law Group, where he is a general practitioner with a focus on estate planning, guardianships and conservatorships, probate administration, residential real estate transactions, and small business matters. He is a member of the Alexandria City Bar Association, Arlington County Bar Association, Fairfax Bar Association, National Association of Elder Law Attorneys, Virginia Association of Elder Law Attorneys, National Association of Criminal Defense Attorneys, Virginia Association of Criminal Defense Attorneys, and the Virginia Trial Lawyers Association. Mr. Bushman is admitted to practice in Virginia, and before the U.S. District Court, Eastern District of Virginia, District of Columbia, U.S. Court of Appeals for the Fourth Circuit, and United States Supreme Court. He earned his B.A. degree from Hampden-Sydney College, Hampden-Sydney, Virginia and his J.D. degree from University of Richmond, T.C. William's School of Law, Richmond, Virginia.
EMORY E. HACKMAN JR. is a sole practitioner with Emory E. Hackman Law Offices in McLean/Falls Church, who specializes in wealth preservation. He has been an entrepreneur and practicing attorney for more than 40 years. His practice has evolved from a broad scope of services, including foreign financial transactions and a successful public securities offering, to estate planning, administration, wealth preservation, and federal litigation on fraud and concealment. Mr. Hackman is counsel to the Board of Directors of the Virginia Gun Collectors Association. He continues to be in demand to speak before legal, accounting, networking, writing and business groups such as the Arlington, Fairfax, McLean and American bar associations; the Greater Washington Society of CPAs; the Washington Independent Writers; Third Thursday; and the McLean Estate Planning Council. Mr. Hackman enjoys mentoring other attorneys who are faced with unique, difficult and complex cases. He is a member of the McLean and Arlington bar associations, and the Virginia State Bar. He frequently speaks on the subject of ethics and is listed in Who's Who in America. He earned his B.S. degree from West Virginia University.
ALICIA R. TRUITT is an attorney at Farr Law Firm. She has focused her entire 18-year career on estate planning, elder law, and special needs planning, formerly at The Estate Planning & Elder Law Firm, P.C., working under Bill Fralin. Ms. Truitt has appeared in Virginia Business Legal Elite and in Super Lawyers as a Rising Star. She is a member of the Virginia State Bar's Trusts & Estates Section and the National Academy of Elder Law Attorneys; and is admitted to practice in Virginia and the District of Columbia. Ms. Truitt received her bachelor's degree from the College of William & Mary and her J.D. degree from George Mason University School of Law.