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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 will provide 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!
BRUCE L. BIRNBAUM is the founder of Birnbaum Advisory, where he focuses his practice on the areas of insurance, taxation, business, estate and financial planning. He is also a Certified Long Term Care Professional. Mr. Birnbaum is a member of several professional organizations, including but not limited to The New York State Bar Association, The National and New York State Associations of Insurance and Financial Advisors, and The Society of Financial Service Professionals. He earned his LL.M. degree in Taxation from New York University School of Law and his J.D. degree from Benjamin N. Cardozo School of Law.
RONALD FATOULLAH is the principal of the New York based law firm of Ronald Fatoullah & Associates, where he practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships, and estate administration. Mr. Fatoullah is the current president of the New York Chapter of the National Academy of Elder Law Attorneys. He also serves on the Executive Committee of the Elder Law and Special Needs Section of the New York State Bar Association, the Executive Council of AARP New York, and currently co-chairs the Board of the Alzheimer’s Association Long Island Chapter. Mr. Fatoullah is a partner of AdvicePeriod, a financial planning and wealth management firm where he focuses on strategies to assist high net worth individuals. Mr. Fatoullah has been quoted numerous times in The Wall Street Journal, The New York Times, and Newsday. He is a fellow of the National Academy of Elder Law Attorneys and is a former member of its Board of Directors. Mr. Fatoullah earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo and his J.D. degree from St. John's University School of Law.
STEVEN A. KASS is a solo practitioner in Melville, New York and for the past 25 years has concentrated his practice in estate planning and elder law, planning for persons with special needs, wills, trusts, and guardianships. He is a certified elder law attorney through the National Elder Law Foundation. Mr. Kass is a member of the Nassau County, Suffolk County, New York State, and American bar associations; as well as the National Academy of Elder Law Attorneys, National Elder Law Foundation and the Academy of Special Needs Planner. He is also the past president of the Gerontology Professionals of New York. Mr. Kass earned his B.A. degree from the State University of New York at Stony Brook and his J.D. degree and a certificate in health law and policy from Pace University School of Law.
DEBBY ROSENFELD is an attorney with Ronald Fatoullah & Associates, where she practices in the areas of elder law, estate planning and real estate. Since graduating law school, Ms. Rosenfeld has been a tax associate with Kaye, Scholer, Fierman, Hays & Handler, a senior tax advisor with Long Island Lighting Company, and had an elder law and estate planning practice through the creation of Berkowitz, Lewisohn & Rosenfeld. 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.
KIM M. SMITH is an attorney and partner at Katz, Smith & Chwat, PC, where her practice areas include elder law, estate planning, probate, trusts, guardianships and Medicaid. Ms. Smith is a frequent speaker at Suffolk County Bar Association and numerous other organizations. She spent 15 years in the health care field. Ms. Smith earned her B.A. degree from the State University of New York at Stony Brook and her J.D. degree, cum laude, from Touro College, Jacob D. Fuchsberg law Center. She is a member of the Suffolk and New York State bar associations, Suffolk County Chapter of the Women's Bar Association (co-chair, Elder Law and Estate Planning Committee); Estate Planning Council of Suffolk County (vice president); National Academy of Elder law, Attorneys (NAELA), and serves on the Board of Directors of United Cerebral Palsy of Long Island.