Get the Latest on Medicaid Application and Asset Planning Tactics
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 course 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. Register today!
Learn what the income eligibility requirements are when applying for Medicaid.
Protect your clients' interests by knowing what's exempt and what's not.
Employ the most practical and effective asset transfer methods to comply with the spend-down requirement.
Guide clients through the Medicaid qualification process by knowing what's involved.
Applying for Medicaid - The Four Eligibility Requirements
GLENN A. JARRETT is a partner in the South Burlington law firm of Jarrett & Luitjens, PLC, which limits its practice to estate planning, elder law, Medicaid planning, special needs planning, and probate and trust administration. Mr. Jarrett is certified as an elder law attorney (CELA), by the National Elder Law Foundation, an organization accredited by the American Bar Association. He is a member of the National Academy of Elder Law Attorneys (NAELA) and is co-chair of the Governor's Commission on Alzheimer's Disease and Related Disorders. Mr. Jarrett is a member of the Chittenden County and Vermont bar associations. He is the chair of the Vermont Bar Association's Elder Law Section. Mr. Jarrett earned his A.B. degree, with honors, from Middlebury College; and his J.D. degree from Georgetown University Law Center, where he was a senior editor of Law and Policy in International Business, Georgetown's International Law Review.
ELLEN B. LaPLANTE is an attorney with Unsworth LaPlante, PLLC, where her focus is to provide clients with guidance in estate planning, elder law, and Medicaid preparation. She has offices in Essex Junction, Vermont; and Albany, New York. Ms. LaPlante is a member of the American Academy of Estate Planning Attorneys. She is a member of the National Academy of Elder Law Attorneys, the Vermont Bar Association, and the New York State Bar Association. She graduated from the Virginia Polytechnic Institute (Virginia Tech) in Blacksburg, Virginia; and earned her J.D. degree from The Catholic University of America, Columbus School of Law in Washington, D.C.
DAPHNE MORITZ is of counsel at Sheehey Furlong & Behm P.C., where she practices in all areas of estate planning and administration, with a focus on asset protection planning, addressing elders' concerns, and helping families with family members who have special needs. Ms. Moritz also works with entrepreneurs to form their companies and with small business owners and farmers in their succession planning. She is licensed to practice in both Vermont and New Hampshire state and federal courts and is a member of the Vermont Bar Association. Ms. Moritz is member of the Thompson Senior Center Board in Woodstock, Vermont and on the Board of Directors of the New Hampshire/Vermont Council of Charitable Gift Planners. Ms. Moritz has been the executive editor of NAELA News, a national industry publication, and is the author of Ethical Considerations in Handling an Estate Plan and Engagementof A Practical Guide to Estate Planning in Vermont. She received her B.A. degree, cum laude, from Dickinson College; and her J.D. and M.S.E.L. degrees, magna cum laude, from Vermont Law School.
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