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!
Who is Eligible for Medicaid?
Revocable vs. Irrevocable Trust Considerations
How Revocable Trusts Can Interfere with Medicaid Eligibility
Income-Only Trusts in Medicaid Planning
Special Needs Trusts
Medicaid Estate Recovery Summary and Trust Recoverability
TYE J. CRESSMAN is a partner at Cressman Erde Ferguson, in Meadville and Titusville, Pennsylvania. Mr. Cressman is a certified elder law attorney (CELA) focusing on the areas of elder law, estate planning, Medicaid planning, and estate administration. He was certified as an elder law attorney by the National Elder Law Foundation (NELF). Mr. Cressman is accredited to practice before the Board of Veterans' Appeals in the representation of Veterans and Veterans' claims. He is a member of the Pennsylvania Bar Association (Trusts and Estates Section), the Pennsylvania Association of Elder Law Attorneys (PAELA), the National Association of Elder Law Attorneys (NAELA), and the Crawford County Bar Association. Mr. Cressman earned his undergraduate degree from Pennsylvania State University and his J.D. degree from The Dickinson School of Law.
KIMBERLY S. FOULK is an attorney with Cressman Erde Ferguson where she focuses on Medicaid planning, elder law, estate planning, and special needs planning. She has extensive experience working with elder law and estate planning clients during her legal career, acting as primary estate planning paralegal at Cressman Erde Ferguson prior to joining as an attorney in 2020. She earned her B.S. degree, magna cum laude from Hodges University and her J.D. degree from Mitchell Hamline School of Law, the first ABA-approved hybrid in-person and online law school. Ms. Foulk is a member of the Pennsylvania Association of Elder Law Attorneys (PAELA) and the National Association of Elder Law Attorneys (NAELA). She is admitted to practice in Pennsylvania.
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