Medicaid eligibility and estate recovery rules are complicated, and it's not always clear what impact planning techniques may have on a client's benefits and interests in the long run. This legal guide will teach you how various trusts and other planning tools impact Medicaid eligibility and estate recovery so you can confidently safeguard your client's assets without fear of accidentally disqualifying them for Medicaid or putting their assets at risk of recovery. Order today!
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11:00 am - 12:30 pm, Matthew J. Leonard
12:45 pm - 2:15 pm, Christopher J. Berry
CHRISTOPHER J. BERRY is a Certified Elder Law attorney with The Elder Care Firm and is dedicated to helping Michigan seniors, veterans, and their families plan for and cope with the many issues that come with growing older. A native of southeast Michigan, Mr. Berry focuses on the areas of elder law, Medicaid planning, Veterans Benefits, and estate planning. In addition to founding The Elder Care Firm, he is an adjunct professor at WMU Cooley Law School, where he teaches 2nd and 3rd-year law school students elder law and is the author of "The Caregiver's Legal Guide to Planning for a Loved One with Chronic Illness." Mr. Berry is a former president of the Michigan National Academy of Elder Law Attorneys (NAELA). He earned his B.A. degree from Grand Valley State University and his J.D. degree from Michigan State University College of Law.
MATTHEW J. LEONARD is of counsel at the Providence law firm of Salter McGowan Sylvia & Leonard, Inc., where he practices in the areas of estate planning and asset protection planning; Medicaid planning; elder law; real estate; probate administration; and related litigation. He is a member of the Rhode Island and Massachusetts bar associations, and The Florida Bar. Mr. Leonard has been a frequent lecturer on topics related to his practice, including "Drafting Effective Wills and Trusts," "Resolving Estate Will and Trust Contests," "Protecting Assets While Qualifying for Medicaid," "Elder Law Home Care and Caregiver Agreements," "Medicaid Planning," and "Special Needs Trusts: Planning for Persons with a Disability." Mr. Leonard is a member of the National Academy of Elder Law Attorneys and a former member of the Town of Smithfield Planning Board. He is a past president of the Providence College Alumni Association and recipient of Providence College's Mal Brown Award. Mr. Leonard is a recipient of the "Men Who Make A Difference Award" from the Women's Resource Center of Rhode Island. He is a principal owner of Murphy & Fay Title and Escrow, LLC. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University Ralph R. Pappito School of Law.