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Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused legal guide is dedicated to helping you offer the most current and effective Medicaid planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, and estate recovery rules. Order today!
including - Ethics: 1.00
Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
LISA NACHMIAS DAVIS is a member and manager with Davis O'Sullivan & Priest LLC. She has more than 25 years of experience. Ms. Nachmias Davis practices in the areas of estate planning and administration, elder law, planning for those with disabilities and advising nonprofit organizations. Her clients include middle class families, including those with special needs children; wealthy individuals seeking to reduce estate taxes through life insurance trusts, bypass trusts, and other techniques; disabled individuals trying to access benefits and/or cope with inheritances or proceeds of litigation; individuals in nursing homes (and their families) who must apply for Medicaid or develop a strategy to preserve family assets without jeopardizing future eligibility; executors dealing with probate requirements and tax filing obligations; and trustees who need guidance on the administration of special needs or other trusts. Ms. Nachmias Davis is a certified elder law attorney by the National Elder Law Foundation and is the co-author of The Elder Law Answer Book (updated annually). She served on the Executive Committee of the Connecticut Bar Association (Elder Law Section) for over 15 years, and serves on the Board of Directors of the Connecticut Chapter of the National Academy of Elder Law Attorneys. Ms. Nachmias Davis is a member of the Special Needs Alliance. She is a visiting clinical lecturer in law at the Yale Law School, where she has been a co-director of the Yale Law School Nonprofit Organization Law Clinic since 1998. Ms. Nachmias Davis earned her B.A. degree, magna cum laude, from Yale College and her J.D. degree from Yale Law School.
STEPHEN B. KEOGH is a partner in the Norwalk law firm of Keogh, Burkhart & Vetter, practicing primarily in elder law and probate law. A magna cum laude graduate of Yale College, Mr. Keogh earned his J.D. degree from Columbia University. He is a member of the Fairfield County, Connecticut and American bar associations; and the National Academy of Elder Law Attorneys. Mr. Keogh is a member of the Board of Directors of the Connecticut Chapter of the National Academy of Elder Law Attorneys, a member of the Executive Committee of the Elder Law Section of the Connecticut Bar Association, and a past co-chair of the Elder Law Section of the Fairfield County Bar Association. He is also a member of the Community Bioethics Forum, which is sponsored by the Program for Biomedical Ethics at the Yale School of Medicine, and was the first recipient of the Glenn E. Knierim Pro Bono Award, given by the Connecticut Probate Assembly, in April of 2012.
JACQUELINE M. REARDON is the principal attorney of the Windsor, Connecticut law office of Jacqueline Reardon Attorney. Since 1990, Ms. Reardon’s practice areas have included estate planning, special needs planning, probate, elder law and conservatorships. She is a member of the National Association of Elder Law Attorneys (NAELA), the American Bar Association, and a member of PLAN of CT. Ms. Reardon earned her B.A. degree, magna cum laude, at Stonehill College; and her J.D. degree, cum laude, at Suffolk University Law School.
MATTHEW T. STILLMAN is the principal of Stillman & Associates, LLC, located in Guilford, Connecticut. Mr. Stillman practices in the areas of estate planning, trusts and estates drafting, and elder law. He regularly advises clients on asset protection, Medicaid crisis/non-crisis planning, and trusts and estates planning and drafting; completes Medicaid applications to the Connecticut Department of Social Services; and advises on and/or drafts veterans' benefits applications to the U.S. Department of Veterans Affairs. Mr. Stillman recently appeared before the Board of Veterans Appeals with the U.S. Department of Veterans Affairs. He frequently lectures on a variety of topics, including Medicaid (Title XIX) planning, trusts and estates planning, veterans’ benefits, and other subjects affecting seniors, veterans, and disabled individuals. Mr. Stillman is the immediate past president of the Connecticut Chapter of the National Academy of Elder Law Attorneys (CTNAELA), and both an Executive Committee member of the Elder Law Section and a member of the Veterans and Military Affairs section(s) of the Connecticut Bar Association. He received the CTNAELA President’s Award for service to seniors and his community in 2016. Mr. Stillman was recently honored by CTNAELA as the Elder Law Attorney of the Year. He earned his B.A. degree from the University of Michigan, Ann Arbor; his J.D. degree from Brooklyn Law School, Brooklyn, New York; and his LL.M. degree from Western New England University.