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. Order today!
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
MATTHEW J. LEONARD is of counsel at the Providence law firm of Salter McGowan Sylvia & Leonard, Inc., where he practices in the areas of estate planning and asset protection planning, Medicaid planning, elder law, real estate, probate administration, and related litigation. He is a member of the Rhode Island and Massachusetts bar associations, and The Florida Bar. Mr. Leonard has been a frequent lecturer on topics related to his practice, including "Drafting Effective Wills and Trusts," "Resolving Estate Will and Trust Contests," "Protecting Assets While Qualifying for Medicaid," "Elder Law Home Care and Caregiver Agreements," "Medicaid Planning," and "Special Needs Trusts: Planning for Persons with a Disability." Mr. Leonard is a member of the National Academy of Elder Law Attorneys and a former member of the Town of Smithfield Planning Board. He is a past president of the Providence College Alumni Association and recipient of Providence College's Mal Brown Award. Mr. Leonard is a recipient of the "Men Who Make A Difference Award" from the Women's Resource Center of Rhode Island. He is a principal owner of Murphy & Fay Title and Escrow, LLC. Mr. Leonard earned his B.S. degree from Providence College and his J.D. degree from Roger Williams University Ralph R. Pappito School of Law.
DAVID NATHAN is an attorney with Drescher & Cheslow. Mr. Nathan advises clients on elder law, estate planning and administration, taxation, and corporate legal matters. He is a member of the Geriatric Advisory Council, a professional organization dedicated to providing much-needed resources to the elderly community and their families. Mr. Nathan has been a guest speaker on elder law issues to attorneys, accountants, and certified financial planners, as well as at numerous community social clubs throughout Central New Jersey to educate their members on important tax and estate planning issues. He is a member of the National Academy of Elder Law Attorneys (NAELA), New Jersey State and New York State bar associations, and Middlesex County and Monmouth County bar associations. Mr. Nathan received his B.S. degree from Pennsylvania State University and earned his J.D. degree from Rutgers University School of Law.
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