Get the Latest on Medicaid Application and Asset Planning Tactics
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 course 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. Register today!
Learn what the income eligibility requirements are when applying for Medicaid.
Protect your clients' interests by knowing what's exempt and what's not.
Employ the most practical and effective asset transfer methods to comply with the spend-down requirement.
Explore crisis planning methods to restore Medicaid benefits as quickly as possible.
Guide clients through the Medicaid qualification process by knowing what's involved.
Using Special Needs Trusts - Sample Trust Review
Pre-Need Asset Planning
Crisis Planning and Assistance
Trust-Based Medicaid Planning in Detail
Applying for Medicaid - The Four Eligibility Requirements
FRED J. FORMAN is a founding shareholder and director of Forman, Pockell & Associates, P.A., with offices in New Hampshire, Maine and Massachusetts. Having drafted thousands of trusts and estate and asset protection plans from basic to extremely complex, he is considered one of New England's most experienced estate planning, asset protection and elder law attorneys. Mr. Forman drafted some of the first self-settled asset protection trusts in New Hampshire. He has authored a host of published articles and has co-authored numerous books on estate, asset protection and elder law planning used as reference material for lawyers, accountants, enrolled agents and financial advisors. Mr. Forman has repeatedly been a guest lecturer at the New Hampshire and Maine Bar; the New Hampshire, Massachusetts and Maine Societies of Certified Public Accountants and Enrolled Agents; and at The New Hampshire Municipal Association. He also advises cities and towns on the real estate tax implications of various estate planning devices. Mr. Forman has also been engaged as an expert witness on estate, asset protection and elder law planning and has testified as an expert witness on matters in these areas of law.
PAUL D. SHAPIRO is a shareholder of Carlin & Shapiro, P.A. He spearheads the litigation at Carlin & Shapiro, P.A., where he aggressively advocates for our clients. He has successfully appealed many of the decisions of the Maine Department of Health and Human Services and consistently holds the state accountable for following the MaineCare rules for eligibility. Mr. Shapiro also has appeared throughout the state in probate courts on behalf of the clients of Carlin & Shapiro, P.A. He continually shepherds MaineCare applications through the Department of Health and Human Services and develops complicated plans designed to preserve assets. Mr. Shapiro has been invited by different organizations throughout the state to speak on estate planning techniques, and often lectures at continuing legal education programs for attorneys. He received his undergraduate degree, cum laude, from Wheaton College and his J.D. degree, cum laude, from the Boston University School of Law. Mr. Shapiro is a member of the National Academy of Elder Law Attorneys and is certified as an elder law attorney by the National Elder Law Foundation.
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