Estate vs. Medicaid Planning: Preventing Drafting Mistakes, Conflicts, and Trust Inefficiencies

Agenda / Content Covered

1:00 — 2:30,

• Credit Shelter Trusts and Medicaid
• Oil and Water: Tax-Minded Gifting vs. Medicaid Transfers
• Tax Issues with Transferring Annuities for Medicaid
• Selling a Home with a Life Estate - Tax and Medicaid Consequences
• Proxy Mistakes in Estate Planning vs Medicaid Planning
• Using Married Client Techniques for Single Clients
• Failing to Account for Other Benefits Eligibility Criteria
• Overlooking Income Sources
• Key Trust Mistakes to Avoid

Accreditation Details:

Daniel J Jurkovic is a solo practitioner located in Rutherford, New Jersey, whose practice is concentrated in the areas of elder law, guardianship, disability planning, and estate planning. He has been granted the title of certified elder law attorney by the National Elder Law Foundation. This certification has been approved by the New Jersey Supreme Court and accredited by the American Bar Association. Recently, Mr. Jurkovic represented the Guardianship Association of New Jersey, Inc. (GANJI) and the National Academy of Elder Law Attorneys-N.J. (NAELA-NJ) as amicus parties before the New Jersey Supreme Court in the matter of Thomas Saccone v. Board of Trustees, Police and Fireman's Retirement System, and previously served as lead attorney on the amicus curiae brief submitted to the New Jersey Supreme Court in the matter of In Re Keri. Mr. Jurkovic earned his B.S.B.A. degree from Thomas Edison State College, his M.S. degree in labor relations from Cornell University and Baruch College, and his J.D. degree and a certificate in health law policy from Pace University School of Law.