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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 legal guide provides 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. Order today!
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RACHEL A. KABB-EFFRON is the owner of The Kabb Law Firm, in Beachwood, Ohio, where she specializes in elder law. Ms. Kabb-Effron is a certified elder law attorney by the National Elder Law Foundation and is recognized as a specialist by the Ohio State Bar Association. She is a VA accredited attorney and licensed to practice before the Court of Veterans Claims. She has more than 18 years of experience in representing elderly and disabled clients on eligibility issues involving Medicaid and other public assistance programs. Ms. Kabb-Effron has been practicing life care planning since 2006, and is currently on the Board of the Life Care Planning Law Firms Association and has served as the president, vice president and treasurer. She is a past president of the Ohio Chapter of the National Academy of Elder Law Attorneys and has been an active member of the National Academy of Elder Law Attorneys on numerous national committees. Ms. Kabb-Effron is a member of the Ohio State and Cleveland Metropolitan bar associations. She is a frequent speaker for other professional and community groups on elder law issues. Ms. Kabb-Effron earned her B.A. degree, with honors, from the University of Cincinnati; and her J.D. degree, cum laude, from the Cleveland-Marshall College of Law.
THOMAS J. MURPHY is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law, and has successfully litigated cases in the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He has represented clients before all levels of the Internal Revenue Service and the Arizona Department of Revenue. Mr. Murphy is a member of the National Academy of Elder Law Attorneys, the State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and the Arizona Medicaid Planning Council. He has served on numerous state and county bar association committees, and was selected as the state bar representative to the Arizona Supreme Court's Committee on Reform of Lower Jurisdiction Courts. Mr. Murphy has testified as an expert witness in cases before the Maricopa County Probate Court regarding probate practices in Arizona. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy has been published in many national, state and local professional journals, writing on a wide variety of legal and tax matters. His articles on the impact of the new HIPAA regulations on health care powers of attorney and related documents have garnered him wide recognition as one of the nation's foremost authorities in this field, and he has been invited to speak before many organizations. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.
DEBRA L. SCOTT is the sole practitioner with The Scott Practice, LLC, where she represents clients concerning estates and trusts matters and fiduciary disputes. With more than 19 years of experience handling fiduciary matters, in 2014, Ms. Scott introduced a new nonprofit consulting division to the law firm called SP Consulting. She has a law, public health and accounting background. Ms. Scott earned her bachelor's degree from the University of California, Riverside, her law degree from Syracuse University College of Law, and her master's degree from Emory University.