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Webinar: Medicaid & Estate Planning What You Need to Know About Eligibility, Care Planning, and Asset Protection (AUDIO)

Webinar: Medicaid & Estate Planning What You Need to Know About Eligibility, Care Planning, and Asset Protection (AUDIO)

With the significant recent changes to Community Medicaid (in-home care) eligibility and the possible changes to estate and gift taxes following the elections, it’s imperative for patients, families, and caregivers to be prepared.

VMM partner Morris Sabbagh conducted a live webinar and Q&A on October 28th, 2020 for patients, caregivers, and employees of Parker Jewish Institute for Health Care and Rehabilitation and Willing Hearts, Helpful Hands Alzheimer's Caregiver Support Initiative.

    Listen to the webinar:

    Among the topics discussed:

    • Medicaid eligibility.
    • Medicaid planning and asset protection.
    • Empowering caretakers through health care proxies, living wills, powers of attorney, and guardianships.
    • Wills, trusts, and other planning techniques.
    • Preventing the dissipation of assets to taxes, creditors, and long-term care expenses.
    • Preserving personal and family wealth.
    • Planning for succession and distribution of assets.
    • Available tax benefits and exemptions.
    • Likely changes to estate and gift taxes after the elections.
    • Other useful estate and life planning strategies.

       

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