Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss offers this webinar presentation that sheds light on options for pre-crisis planning techniques and asset protection as well as crisis planning techniques and what assistance is available.
Topics discussed include:
-- Pre-Crisis Planning and Asset Protection (utilizing Medicaid’s 5-year look back)
-- Estate planning
techniques for married couples vs. single individuals
-- Trust-based plans – Medicaid Asset Protection Trust vs. Veterans Asset Protection Trust
-- Preserving the equity in the home
-- Crisis Planning and Assistance
-- Asset purchase strategies – allowable expenditures
-- Asset transfer strategies
-- Caregivers – payment for informal caregiving services
-- Medicaid compliant annuities for the benefit of community spouses
-- Promissory Notes
-- Protecting Assets after qualifying for Medicaid Long Term Care Open to clients, financial advisors, and the general public. 1.5 continuing education credits are available for professionals who attend this webinar.