Advanced Medicaid Planning Tactics

Agenda / Content Covered

1:00 — 2:30, Melissa Abu-Adas

1. Strategically Using Trusts in Medicaid and Asset Protection Planning
2. Dealing With Complex or "Problem" Assets
3. Fixing Medicaid Planning Issues Created by Clients and Other Counsel
4. Crisis Planning Problems and Solutions, Restoring Eligibility
5. Promissory Notes and Medicaid-Compliant Annuities
6. Creative Ways to Reduce Countable Assets and Avoid the Transfer Penalty
7. Expert Tips for Caregiver Agreements
8. Maximizing Income and Assets for the Healthy Spouse
9. Medicaid Planning Insights for Small Business Owners and Farmers
10. Tips for Single Applicants

Accreditation Details:

Melissa Abu-Adas is the Managing Member of the Law Office of Melissa H. Abu-Adas, LLC in Tinton Falls, New Jersey. She is certified as an elder law attorney by the ABA-accredited National Elder Law Foundation. Ms. Abu-Adas' practice focuses on estate planning, elder law, wills, trusts, long-term care planning, Medicaid applications, guardianships, special needs trusts, and estate administration. She is licensed in both New Jersey and Pennsylvania. Ms. Abu-Adas graduated from Rutgers School of Law - Newark where she was a member of the Federal Tax Law Clinic. She served as a law clerk for the Honorable Victor Ashrafi in the New Jersey Superior Court, Appellate Division. Ms. Abu-Adas is a member of the New Jersey Chapter of the National Academy of Elder Law Attorneys where she also previously served as President and Legislative Committee Chair. She is also a member of New Jersey Bar Association - Elder Law & Disability Section.