Medicaid Long Term Care Asset Protection Planning

Elville and Associates’ 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 lookback)
• 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

 

More Webinars from Elville and Associates

The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.