Medical Assistance and
Avoidance Planning
Basic Estate Planning Seminar
Medical Assistance and Avoidance Planning
Seminar topics to include:
Introductions
Me, my family
The planning process
Not about techniques, taxes, etc.
About people
Who is this for?
Elders
Non-elders with elderly parents
Those with disabled children
Interrelation With Other Elder Law Issues
Estate planning
Taxes
Gift
Estate
Income
SSI
Realities of later life
How much can you afford to spend/transfer
How much do you want to spend/transfer
Cost of Care
National/state averages
Means of payment
Private pay
Insure
Medicaid
Spend-downs and Asset Levels
Assets
Community spouse
No community spouse
Income
Trust and Transfer Planning
Exempt transfers
To spouse, disabled child, etc.
To Medicaid Qualifying Trust (MQT)
Trust rules
(d)(4)(a) – Pay-back trusts
(d)(4)(c) – Charitable retention
Discretionary special-needs trusts
Basic Estate
Planning Seminar
A seminar is an excellent
place to build an information base about the processes
and procedures involved in Estate planning. We offer
the seminars to as few as four people and have had
great success in empowering families in the estate
planning process. If you would like to come to a
seminar or can bring a small group together, please
email us.
Topics covered include:
My family and the future
The planning process
Not about techniques, taxes, etc.
About people
Definitions
Wills
Powers of Attorney
Trusts
Taxation issues
Unified credit ($600,000 equivalent)
Annual exclusion ($10,000 per year)
Marital and charitable deductions
Interrelation With Other Elder Law Issues
Medicaid planning and transfer rules
Realities of later life
Illustrated Discussion of Case Histories |
