Essential knowledge of Medicaid asset planning strategies is a must-have for all professionals who work with aging and disabled clients and their families. This practical course will give you the knowledge and skills you'll need to help clients protect assets while qualifying for Medicaid and guard against accidental loss of benefits. Register today!
Clarify eligibility criteria and dispel common myths about Medicaid planning.
Learn how to use asset purchases and transfers to qualify ahead of time.
Get practice tips for crafting legally compliant and effective Medicaid qualifying trusts.
Determine whether your client needs a special needs trust and how to draft it for greatest impact.
Come away with real-life emergency planning techniques for when nursing home care is imminent.
Qualifying for Medicaid: Eligibility Criteria
Planning Ahead: Gifts, Exempt Purchases and Asset Transfers
Medicaid Qualifying Income Trusts
Special Needs Trusts: Protecting Benefits While Providing for Beneficiary Expenses
Gregory S. French is certified as an elder law attorney by the Ohio State Bar Association and the National Elder Law Foundation. He also is accredited by the VA to handle veterans' claims. Mr. French is a fellow of the National Academy of Elder Law Attorneys and a member of NAELA's Council of Advanced Practitioners. He is a past president of NAELA and was the chair of NAELA's Professionalism and Ethics Committee for 12 years when it developed the first and second editions of the Aspirational Standards for the Practice of Elder Law and Special Needs Law with Commentaries. Mr. French helped found and was the chair of the OSBA's Elder Law Committee and is a member of its Council of Delegates. He founded the Cincinnati Bar Association's Elder Law Committee and served as its chair for four years.
Rachael A Houck is an attorney with the law firm of Houck Menninger Law, LLC. Ms. Houck has been a licensed and practicing attorney in the state of Ohio since 2004. She spent 14 years in litigation before finding her true calling as an elder law attorney and counselor. Since dedicating her practice full-time to elder law, she has earned the title and distinction of being certified as an elder law attorney (CELA) by the National Elder Law Foundation. Ms. Houck is a member of the National Academy of Elder Law Attorneys, the Ohio State Bar Association and the Columbus Bar Association. She earned her B.A. degree, summa cum laude, from The University of Dayton and her J.D. degree from The Ohio State University Michael E. Moritz College of Law.
Ashley Sorgen is an attorney with Marie Mirro Edmonds Co Lpa. Ms. Sorgen practices in the areas of estate planning, elder law, revocable living trusts, special needs planning, and long-term care preparedness. She is a member of Medina County Bar Association, the Medina County Estate Planning Council, the Ohio Forum of Estate Planning Attorneys, and the Ohio State Bar Association (Estate Planning, Trust, and Probate Law Section). Mr. Sorgen received her B.A. degree from The Ohio State University, J.D. degree from Ohio Northern University-Claude W. Pettit College of Law and earned her LL.M. degree in estate planning and elder law from Western New England University School.
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