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Skyrocketing health and long-term care costs are putting added pressure on your aging clients to find a way to afford assisted care. This focused legal guide is dedicated to helping you offer the most current and effective Medicaid planning. Get detailed instruction on fulfilling all four eligibility criteria, with special focus on excluded assets, qualifying transfer techniques, and estate recovery rules. Order today!
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CARROLL DORTCH is an attorney with Okura & Associates, where he focuses his practice on estate planning, including Medicaid planning and protecting assets from nursing home costs. Mr. Dortch received his bachelor's degree from Utah Valley University and his J.D. degree from the University of New Hampshire School of Law.
CAROLE R. RICHELIEU is an attorney and the former and longest serving chief disciplinary counsel of Hawaii's Office of Disciplinary Counsel and former fund administrator for the Lawyers' Fund for Client Protection. Ms. Richelieu currently serves with the State Department of Commerce and Consumer Affairs, and is a former per diem hearings officer for the State Departments of Labor and Land and Natural Resources, as well as a legal ethics expert, consultant, and instructor. She has made numerous presentations on legal ethics, client protection, practice management, and professionalism, as well as written many articles and contributed to numerous manuals. Ms. Richelieu has served as a Supreme Court appointee to the Chief Justice's National Action Plan (producing the first one in the nation), the Committee to Review the Code of Judicial Conduct, the Committee on the Certification of Legal Specialists, the Committee on Unbundling Legal Services/Unauthorized Practice of Law, and continues to serve on the Board of Examiners in various capacities and the Commission on Professionalism. She is a fellow of the American Bar Foundation, and a member of the American Bar Association Center for Professional Responsibility, American Bar Association, and the Hawaii State Bar Association (on which she has served on many committees, and is currently a director for the Senior Counsel Division and twice past president, as well the Transitioning Lawyers Committee).
GEOFF J. SOGI is managing attorney at Tamashiro Sogi, A Law Corporation, where he focuses his practice in the areas of estate planning, long-term care planning, probates, conservatorships, guardianships, and estate and trust administration. Mr. Sogi is a member of the Hawaii State Bar Association's Probate and Estate Planning and Elder Law sections, the American Bar Association, and the Hawaii Estate Planning Council. He earned his B.A. degree from the University of Hawaii at Manoa and his J.D. degree from William S. Richardson School of Law at the University of Hawaii at Manoa.