Washington DC attorneys may take NACLE courses with our DVDs, Audio CDs, USB Stick, Online, and iOS/Android App formats. CLE is voluntary for DC attorneys.
The District of Columbia Bar
1101 K Street NW, Suite 200
Washington, D.C. 20005
Phone: 202.737.4700
Toll Free: 1.877.333.2227
https://www.dcbar.org/
Understanding Financial Solutions While Planning for Possible Long-term CareSKU: EPP049
Available In:
General Credits
1
Price$50
DescriptionThis CLE course will provide attorneys with a comprehensive overview of methodology and techniques for preserving their client’s assets while planning for the possibility of incapacity and future institutional or home care services through Medicaid. The presentation will provide an overview of the Medicaid Asset Protection Trust wherein the homestead and liquid assets can be transferred and the Medicaid applicant (settlor) would retain the ability to receive government benefits. He or she can remain living in the home, can receive income from the trust, protect these assets from beneficiaries’ creditors, and preserve a step-up basis upon death. First-party and third-party Special Needs Trusts will also be discussed as well as the tax implications of trust-based Medicaid planning. Finally, the 2024 Medicaid guidelines for income and asset eligibility for both nursing home and home-care services will be defined and clarified. Lecturer BioRonald A. Fatoullah, Esq.Ronald Fatoullah Chairs the Elder Law Practice Group and is a Partner in the firm's Trusts & Estates Practice Group for Meltzer, Lippe, Goldstein and Breitstone, LLP. Prior to joining the firm, Ron was the founder and principal of Ronald Fatoullah & Associates for over 35 years, perennially recognized as one of New York's top Elder Law and Estate Planning firms. Ron has been devoted to advising New Yorkers about the legal and financial challenges of aging. He is highly regarded for his contributions and expertise in estate planning and administration, Medicaid planning, special needs planning, wills and trusts, probate, guardianships, and estate and & guardianship litigation. To learn more about Ron visit his website meltzerlippe.com. *Certified as an elder law attorney by the National Elder Law foundation.
CLE is voluntary for Washington DC attorneys.
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