Effectively Prepare Your Clients for Medicaid Eligibility
Are you confident you're utilizing all the transfer techniques that can help your clients protect assets while qualifying for Medicaid? This practical guide will give you the knowledge and skills you'll need to help clients comply with lookback requirements and income and resource criteria. From simple approaches like gifting to the more complex Medicaid trusts - learn what works and get sample documents to ensure all your approaches are implemented impeccably. Register today!
Clarify Medicaid resource and transfer eligibility and find out what techniques work best.
Save drafting time with sample Medicaid trust provisions.
Learn what can be done when long-term care need is imminent.
Tackle interstate issues without jeopardizing eligibility.
Medicaid: Resource and Transfer Eligibility
Strategic Use of Medicaid Trusts
Maximizing Pre-Need Asset Planning Techniques
What to do When the Need for Medicaid is Immediate
Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.
Matthew J Leonard is counsel at Salter McGowan Sylvia & Leonard, Inc., where he has devoted his practice to handling the legal needs of individuals and their business interests through all stages of life, from basic to sophisticated estate planning, elder law, Medicaid planning, probate, trust and estate administration, real estate, business transactions, business creation and related litigation. Mr. Leonard appears in probate and superior courts representing executors, administrators, guardians, trustees and beneficiaries. He appears before the Rhode Island Department of Human Services in support of client Medicaid applications. He is a frequent author and lecturer on various topics such as Advanced Estate Planning, Medicaid Planning, Buying or Selling a Business and The Probate Process. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University School of Law. He is admitted to practice in Rhode Island, Massachusetts and Florida, as well as the federal courts of Rhode Island, Massachusetts and Connecticut. He is a member of the Rhode Island and Massachusetts bar associations and The Florida Bar.
Debby Rosenfeld is an attorney with Ronald Fatoullah & Associates, where she practices in the areas of elder law, estate planning and real estate. Ms. Rosenfeld is admitted to practice in New York. She lectures as well as writes articles on various elder law issues for both attorneys and laypeople. Ms. Rosenfeld earned her B.A. degree from Barnard College of Columbia University and her J.D. degree from New York University School of Law. She is a member of the New York State and Nassau County bar associations.
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