Podcasts about medicaid planning

In this episode of The Valley Current®, host Jack Russo chats with attorney Maxwell McGhee to unpack this provocative question: Who are the “Medicaid Millionaires”? They dive into how wealthy individuals legally shield assets to qualify for government benefits meant for the needy—using savvy trusts, real estate loopholes, and strategic planning. Jack and Maxwell challenge the morality and legality of these tactics, exploring how the system gets gamed and what reforms could level the playing field. It's a sharp, eye-opening conversation about law, ethics, and the surprising ways wealth and welfare can intersect.   Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

Join host Jennifer Rosen as she sits down with Heidi Friedman, principal of Friedman Elder Law and Estate Planning, for a deep dive into the essential tools for navigating elder care and long-term planning. From unlocking VA benefits for wartime veterans and their spouses to demystifying Medicaid eligibility, Heidi shares insider tips that could save families thousands.Discover the critical importance of a properly executed durable power of attorney, how to safeguard your assets while qualifying for assistance, and why revisiting your estate documents regularly is a non-negotiable. Packed with practical advice, personal stories, and expert insights, this episode is your guide to preparing for life's later chapters with confidence and care. Tune in and take the first step toward protecting your loved ones today!Contact Jennifer Rosen:Email: jennifer@mindyournest.com

Todd Whatley, Certified Elder Law Attorney with Generations Legal Group explains how Medicaid really is an option for almost everyone seeking to pay for long term care.  This episode addresses the crucial topic of Medicaid planning and the misconceptions surrounding it. We discuss how proper planning can protect assets for long-term care, with a focus on understanding the rules of Medicaid to benefit families facing aging challenges.• Understanding Medicaid and its application for long-term care • Dispelling myths about wealth and Medicaid eligibility • The importance of early planning for future care needs • Strategies for married couples to protect assets • Exempt assets that do not affect Medicaid eligibility • The potential of irrevocable trusts in asset protection • Real-life examples illustrating planning outcomes • Emphasizing the role of expert guidance in navigating Medicaid rules • The risks of waiting to plan and financial implications if delayedInformation to help you answer all of your questions about aging.

Guardians are critical in navigating Medicaid eligibility, overcoming common challenges in court, and implementing effective planning strategies for incapacitated individuals. Today, a special guest is joining us, Eric J. Einhart, Esq., Partner at The Russo Law Group. Here are the questions I asked regarding Guardians and Medicaid Can you explain the role of a guardian in Medicaid planning for an incapacitated person and how it differs from traditional Medicaid planning? What are the primary challenges guardians face when navigating Medicaid eligibility rules, especially concerning the assets and income of the incapacitated individual? What are the key steps a guardian must follow to obtain court approval for Medicaid planning within a guardianship proceeding, and how long does the process usually take? Could you describe some common roadblocks guardians encounter when implementing Medicaid planning strategies, and how these obstacles can be addressed or overcome in court? Are there any specific Medicaid planning tools or techniques that are particularly effective in a guardianship context, and how can these be applied with the necessary court approval? How do the responsibilities and duties of a guardian impact the Medicaid planning process, and what should guardians keep in mind when making decisions on behalf of the incapacitated person? In your experience, what are some common misconceptions or misunderstandings about Medicaid planning within guardianship that you often encounter? What role does the court play in overseeing Medicaid planning within guardianship proceedings, and how can guardians ensure they are compliant with all legal requirements? Can you provide examples of successful Medicaid planning strategies used in guardianship cases that have effectively addressed complex eligibility issues? What advice would you offer to guardians who are just beginning to navigate the Medicaid planning process for an incapacitated person, and what resources might be helpful in this journey.   Sponsors Thanks to our sponsors for making this show possible. The Russo Law Group, P.C. - Long Island's Signature Estate Planning, Elder Law and Special Needs law firm, PlayTri - Swim, Bike Run! – a retail and online bike shop and multisport specialist, Medi-Dyne -  injury prevention and pain relief products and Vimazi- pace tuned running shoes. And last but not least, I'd like to thank our listeners for tuning in. If you want more information on the show, visit our new website, hilarytopper.com or find us on Spotify, iTunes or Google Play. Have a great week and we'll see you next time…

This week on the Team Lally Real Estate Radio Show, we interview Amphay Champathong of Estate Planning Group Hawaii. Amphay demystifies estate planning. We discover the difference between a will and an estate plan, the misconceptions that may leave families unprotected, and the steps to create or update your trust. Amphay also shares fascinating insights about celebrities like Aretha Franklin and the Black Panther who lacked proper estate plans.We also have our Experts We Trust. Duke Kimhan of Hawaii Pacific Property Management discusses essential steps when transitioning property managers and the challenges of inheriting problem tenants. Bradley Maruyama of Allstate Insurance offers advice for anyone shopping for insurance: understand exactly what you're buying, especially your coverage details, and communicate property updates to your agent to ensure your policy reflects your needs.Who is Amphay Champathong?Amphay arrived in Hawaii with his family after spending a couple of years in a camp. He grew up in Kalihi, attended Kalani High School, and went on to complete his college education at the University of Hawaii. He holds a BA in Sociology, a Master's in Social Work, and a Juris Doctorate from the William S. Richardson School of Law. As a member of the Hawaii State Bar Association, he practices in Estate Planning and serves as a Guardian-ad-Litem, making significant contributions to our community.Estate Planning Group of Hawaii lives on their statement "Our Promise is Your Peace of Mind." Whether you are in the need for Estate Planning, Probate Administration, Medicaid Planning, Asset Protection, or assistance with a Conservatorship or Guardianship Proceeding, they deliver on this promise by utilizing their years of experience, vast knowledge, steadfast integrity, compassion, and open communication to foster their clients' “peace of mind.”To reach Amphay, you may contact him in the following ways:Phone:  (808) 218-9301Email: amphay@epghawaii.comWebsite: https://www.epghawaii.com/

This week on the Team Lally Real Estate Radio Show, we interview Amphay Champathong of Estate Planning Group Hawaii. Amphay demystifies estate planning. We discover the difference between a will and an estate plan, the misconceptions that may leave families unprotected, and the steps to create or update your trust. Amphay also shares fascinating insights about celebrities like Aretha Franklin and the Black Panther who lacked proper estate plans.We also have our Experts We Trust. Duke Kimhan of Hawaii Pacific Property Management discusses essential steps when transitioning property managers and the challenges of inheriting problem tenants. Bradley Maruyama of Allstate Insurance offers advice for anyone shopping for insurance: understand exactly what you're buying, especially your coverage details, and communicate property updates to your agent to ensure your policy reflects your needs.Who is Amphay Champathong?Amphay arrived in Hawaii with his family after spending a couple of years in a camp. He grew up in Kalihi, attended Kalani High School, and went on to complete his college education at the University of Hawaii. He holds a BA in Sociology, a Master's in Social Work, and a Juris Doctorate from the William S. Richardson School of Law. As a member of the Hawaii State Bar Association, he practices in Estate Planning and serves as a Guardian-ad-Litem, making significant contributions to our community.Estate Planning Group of Hawaii lives on their statement "Our Promise is Your Peace of Mind." Whether you are in the need for Estate Planning, Probate Administration, Medicaid Planning, Asset Protection, or assistance with a Conservatorship or Guardianship Proceeding, they deliver on this promise by utilizing their years of experience, vast knowledge, steadfast integrity, compassion, and open communication to foster their clients' “peace of mind.”To reach Amphay, you may contact him in the following ways:Phone:  (808) 218-9301Email: amphay@epghawaii.comWebsite: https://www.epghawaii.com/

Similar to tax laws which require planning pursuant to the Internal Revenue Code, planning is often required to maximize asset preservation of resources should a loved one needs long-term care for governmental assistance. This story shows an example of how issues are spotted and what can be done within the rules.

This week on the Team Lally Real Estate Radio Show, we interview Amphay Champathong, Attorney at Law at Estate Planning Group of Hawaii. We talk about the importance of creating an estate plan.We also have your favorite experts providing this week's tips on property management, mortgage loans, home inspection and home insurance!Who is Amphay Champathong?Amphay is a member of the Hawaii State Bar Association. He graduated from the University of Hawaii where he finished BA in Sociology, Masters in Social Work and Juris Doctorate at the William S. Richardson School of Law. He has spent more than 20 years in social work advocating for children who are in the foster care system and is committed to helping families build strong financial foundations. It is his great pride and enjoyment to complete a family's estate plan.Estate Planning Group of Hawaii lives on their statement "Our Promise is Your Peace of Mind." Whether you are in the need for Estate Planning, Probate Administration, Medicaid Planning, Asset Protection, or assistance with a Conservatorship or Guardianship Proceeding, they deliver on this promise by utilizing their years of experience, vast knowledge, steadfast integrity, compassion, and open communication to foster their clients' “peace of mind.”To reach Amphay, you may contact him in the following ways:Phone: (808) 218-9301Email: amphay@epghawaii.comWebsite: www.epghawaii.com/

This week on the Team Lally Real Estate Radio Show, we interview Amphay Champathong, Attorney at Law at Estate Planning Group of Hawaii. We talk about the importance of creating an estate plan.We also have your favorite experts providing this week's tips on property management, mortgage loans, home inspection and home insurance!Who is Amphay Champathong?Amphay is a member of the Hawaii State Bar Association. He graduated from the University of Hawaii where he finished BA in Sociology, Masters in Social Work and Juris Doctorate at the William S. Richardson School of Law. He has spent more than 20 years in social work advocating for children who are in the foster care system and is committed to helping families build strong financial foundations. It is his great pride and enjoyment to complete a family's estate plan.Estate Planning Group of Hawaii lives on their statement "Our Promise is Your Peace of Mind." Whether you are in the need for Estate Planning, Probate Administration, Medicaid Planning, Asset Protection, or assistance with a Conservatorship or Guardianship Proceeding, they deliver on this promise by utilizing their years of experience, vast knowledge, steadfast integrity, compassion, and open communication to foster their clients' “peace of mind.”To reach Amphay, you may contact him in the following ways:Phone: (808) 218-9301Email: amphay@epghawaii.comWebsite: www.epghawaii.com/

Mastering Your Financial Life — Episode 91 In this episode of Mastering Your Financial Life, Judy Heft interviews Cari Rincker, the Principal at Rincker Law, PLLC, a nationally recognized law firm focusing on Food, Farm, and Family. Cari is a mediator and a licensed attorney in New York, New Jersey, Connecticut, Illinois, Texas, and Kentucky. Cari is the mother of two toddlers and a children's book author. She also hosts her own podcast, The Billable Mom. Tune in to the episode to hear about: * Estate and Succession Planning: Cari discusses the critical importance of having a strategic plan for estate and succession, particularly for family-owned farms and businesses. * Advantages of Using Trusts: Learn about the benefits of incorporating trusts into estate plans, including avoiding probate and maintaining privacy. * Importance of Will Preparation: Insights on the necessity of having a will and the ideal times to review and update your estate plan. * Medicaid Planning and Trusts: Cari explains the strategic use of irrevocable trusts for Medicaid planning to protect assets when anticipating long-term care needs. * Succession Tips for Multi-Generational Businesses: Essential advice on preparing operational manuals and other tools to ensure a smooth generational transition in family businesses. Learn more about Cari Rincker: * Connect with Cari on LinkedIn: https://www.linkedin.com/in/caririncker/ * Follow The Billable Mom on LinkedIn: https://www.linkedin.com/company/thebillablemom * Follow Rincker Law PLLC: https://www.linkedin.com/company/rincker-law-pllc * Subscribe to Cari's YouTube channel: http://www.youtube.com/@CariRincker * Subscribe to The Billable Mom's YouTube channel: https://www.youtube.com/@TheBillableMom-uv2vp * Visit Rincker Law's website: https://rinckerlaw.com * Visit The Billable Mom's website: https://thebillablemom.com * Follow Cari on Facebook: https://www.facebook.com/caribrincker * Follow The Billable Mom on Facebook: https://www.facebook.com/thebillablemom * Follow Rincker Law on Facebook: https://www.facebook.com/RinckerLaw * Follow The Billable Mom on X: https://x.com/@TheBillableMom * Follow Cari on X: https://x.com/@CariRincker * Follow Rincker Law on X: https://x.com/@RinckerLaw * Follow The Billable Mom on Instagram: https://www.instagram.com/theBillableMom * Follow Rincker Law on Instagram: https://www.instagram.com/rinckerlaw *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

On this week's edition of Ask Todd, Todd Lutsky shares how he prepares his clients for Medicaid planning and what the right age is to begin planning. Can you plan too early? 

POWER OF ATTORNEY MYTHS BUSTED!

Three Different Types of Irrevocable Trusts Used in Medicaid Planning -- If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/ -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- How to find us out there in the world... Instagram = https://instagram.com/oconnorelderlaw Facebook = https://www.facebook.com/oconnorelderlaw/ TikTok = https://tiktok.com/elderlawyer iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268 YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA LinkedIn = https://www.linkedin.com/in/oconnormelissa/ #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

In this episode, Wade and Alex discuss Medicaid as a funding source for long-term care. They touch on the importance of Medicaid planning and the different rules and qualifications that vary from state to state. They also highlight the need for specialized elder law attorneys to navigate the complexities of Medicaid. Wade shares his personal experience with his parents' Medicaid coverage and the benefits it provides. The episode concludes with a reminder to consider Medicaid as an option for parents who may not have sufficient savings for long-term care. Listen now to learn more!   Takeaways Medicaid is a state-based funding source for long-term care that is generally considered a last resort option. Medicaid planning involves shifting assets from countable to non-countable categories to qualify for Medicaid benefits. Every state has different rules and qualifications for Medicaid, so it's important to consult with a specialized elder law attorney. Medicaid reimbursements may be less than the actual cost of care, so it's beneficial to enter long-term care facilities before needing Medicaid. Consider Medicaid as an option for parents who may not have sufficient savings for long-term care. Chapters 00:00 Introduction and Personal Updates 10:56 Discussing Films and Personal Interests 13:33 Transition to Discussing Medicaid 19:14 Qualifications and Asset Limits for Medicaid 23:01 Medicaid Planning and Non-Countable Assets 26:55 Personal Experiences with Medicaid Coverage 28:25 Importance of Medicaid Transition and Considerations 29:22 Conclusion and Preview of Future Episodes   Links The Retirement Planning Guidebook: 2nd Edition has just been updated for 2024! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/  This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, “Is a Roth Conversion Right For You?”

Is your spouse in need of nursing home care but you are going to stay living in your home? Do you wonder how you are going to afford nursing home care? In this podcast, I share a Medicaid Planning tool that may work for you. It involves purchasing an annuity for the well spouse - or community spouse who intends to stay in their home. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Ever considered the unforeseen consequences of putting off estate planning? Let's face it, it's not just about drafting a document – it's about ensuring your legacy thrives and your wishes are honored. Advance care planning extends beyond creating an Advance Directive or discussing our end-of-life wishes. It encompasses crucial legal and financial considerations that play a significant role in ensuring that all of a person's preferences are fully honored. Discussing finances and assets can often be a taboo subject within families. The legal jargon can be intimidating, and the thought of consulting a lawyer can be unsettling. However, it's crucial to explore questions like: Should you draft a Will or establish a Trust? Who have you entrusted as your Durable Power of Attorney? What does the term "Medicaid spenddown" imply?In this discussion on Estate Planning, we'll be diving into these topics with the expertise of attorney Brett Barton at our side. Our conversation illuminates the pitfalls of deferring this essential life task and provides a compelling call to action to take control of your estate planning journey before it's too late.As part of our ongoing series, "What To Know Before You Go," we invite you to delve into the intricacies of Estate Planning with us. Just like completing an Advance Directive, preparing for your estate is more than a mere task; it's a gift that provides peace of mind and eases the burden for your loved ones.Special Guest: Brett Barton Brett is licensed to practice law in Missouri and Iowa and practices solely in the area of Estate Planning and all that it encompasses.  Brett has over 25 years of experience and is a frequent speaker on the topic of Medicaid Planning and the protection of assets from nursing home spenddown.  Brett is married and has four children, one grandchild, and another on the way.  His hobbies include snow skiing, table tennis, and European board games.

Did you know you can own a rental property and still qualify for Medicaid? You can, and making such an investment may be just the right spend down plan for you if you anticipate needing to apply for Medicaid for your long term care needs. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Join Alyssa McNamara Reed, CFP® and Justin McNamara, CFP® with their guest, Attorney Stephanie Konarski, for a discussion about protecting assets with medicaid planning and crisis planning. Stephanie Konarski received her law degree from New England School of Law where she graduated with honors. She is also a cum laude graduate of Framingham State College where she received her undergraduate degree in Sociology and a minor degree in Psychology. Attorney Konarski has been providing thoughtful and compassionate legal services since 2004. Her professional practice is devoted entirely to elder law, estate planning, estate and trust administration, guardianship and conservatorships, special needs planning and representing buyers and sellers in residential real estate transactions. Attorney Konarski is a long-standing member of the National Academy of Elder Law Attorneys (NAELA)and the Massachusetts Chapter of the National Academy of Elder Law Attorneys (MANAELA). She is also a member of the Academy of Special Needs Planners (ASNP). You can find her online at: https://www.massestateandelderlaw.com/. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. To schedule a visit with the team at McNamara Financial, be sure to visit: https://mcnamarafinancial.com/contact McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

Is it time for you or your loved one to move in with family members and sell your home? It's not an easy decision to sell your home and create a new space in a relative's home, but many times it is the best decision an aging person can do. If that is your plan, don't overlook proper planning of the sale proceeds from the home with an eye towards Medicaid Planning. If long term care needs beyond family care is a possibilty, consider speaking with an elder law attorney about implementing a plan that involves purchase of a life estate in the relative care giver's home. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Is Medicaid Planning Unethical or Immoral? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Continuing with the theme of common misconceptions related to Medicaid Planning, we tackle the question 'Does the Estate Gift Tax exemption apply when evaluating transfers of assets related to Medicaid planning?' Don't let your tax preparer confuse you. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

What Is a Personal Services Contract for Medicaid Planning? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Have you ever thought about Medicaid Planning? What is Medicaid Planning and is it right for you?I chatted with Cathy Sikorski, Esq., an elder law attorney, speaker and caregiver, about the intricacies and details regarding Medicaid Planning and who it is a good fit for, and  for those who should look into other options.In this episode we covered:

Reverse mortgages provide a way for a borrower to tap into the equity of his or her homestead. Medicaid for long-term care is means tested - so a reverse mortgage could possibly be counterproductive. Reverse mortgages with potential planning in the event care at home or a nursing home is needed.

Join Nick and Dave as they discuss the interesting topic of what to do when your “Too Hard” pile gets too big. This is inspired by the article My 'Too Hard' Pile Is Pretty Big by Christine Benz in the Morningstar publication about personal finances. What is a "Too Hard Pile?" The term “Too Hard Pile” was coined by Charlie Munger to describe investments that just aren't worth the effort because they fall outside of the Berkshire Hathaway team's circle of competence. What he was getting at is when people get new investment ideas they basically sort them out right away into the ones they understand and the ones they don't like. The ones they don't want to waste their time trying to figure out because they are too complicated. This can also be applied to personal finance in general. Some of the things Christine includes in her too-hard pile are: Individual Stocks Actively Managed Funds Leveraged investing Market Timing Some other things that commonly fall into people's too-hard pile are: Financial Individual Economic Data Points Short-Term Market Forecasts Short-Term Market News Individual stock news/tips Personal Finance Complex financial instruments Permanent life Annuities Certain Estate planning strategies Medicaid Planning strategies High-level estate tax All or Nothing tax strategies College Planning (aid qualifications) Listen to or watch the entire episode to learn more about how you can tackle your too-hard pile. About Shotwell Rutter Baer Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. This means that we are only compensated by our clients for our knowledge and guidance — not from commissions by selling financial products. Our only motivation is to help you achieve financial freedom and peace of mind. By structuring our business this way we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period. Click here to learn about the Strategic Reliable Blueprint, our financial plan process for your future. Call us at 517-321-4832 for financial and retirement investing advice.

Buy a percentage of real property as part of your Medicaid planning strategy. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

DRA-compliant annuities are a good tool for Medicaid planning for married couples. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave's business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave's practice remains focused on estate planning, asset protection, and elder law.  Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.  In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.  Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002. Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.   Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [0:00] The Digitization of Law [4:38] What's changed and what's in the future for estate planning? [15:17] Where to find more of Dave? [16:33] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave's business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave's practice remains focused on estate planning, asset protection, and elder law.  Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.  In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.  Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002. Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.   Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [0:41] What is Guidr and how did it come to be? [11:01] How has Dave's mindset changed from a collaboration standpoint? [17:54] More will come back to you if you focus on other people [21:02] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.  

The start of the new year brings new numbers that affect financial decisions and health care. Jeff provides an update on the 2023 numbers you should know for tax planning and Medicaid qualification. Jeffrey R. Bellomo, founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.   Key Takeaways    01:45 – Tax Planning The annual exclusion gift amount is $17,000/person for 2023 Most people will not be subject to federal estate tax due to the high dollar amount that triggers the tax Pennsylvania (PA) does have an inheritance tax Actions in one area of planning (e.g., taxes) can affect other areas of planning (e.g., estate planning)   09:00 – Medicaid Planning Case workers use PA's Long-Term Care Handbook If a person's income is more than $2,742/month, PA could recover assets if the person has more than $2,400 in assets in their name alone at time of death If a person's income is less than $2,742/month, PA could recover assets if the person has more than $8,000 in assets in their name alone at time of death PA can pursue asset recovery from probate estate only Non-probate assets are jointly owned or tied to a beneficiary Sound estate planning can avoid asset recovery by the state   12:25 – The Waiver Program    A PA program that can be thought of as “Medicaid in the home” The income cap limit to qualify is $2,742/month PA might allow a person to qualify even with an additional $500/month in income if the $500 is funneled to an Excess Income Trust     14:32 – Married Couple Assets  Different rules apply for “institutionalized” spouse and “community” spouse  The community spouse can keep the house, the car, and their own retirement account—all remaining assets go into a pot  When the pot is less than $29,724, the community spouse can keep the entire pot When the pot is between $29,724 and $148,620, the community spouse can keep one half of the pot    17:21 – Married Couple Income If the community spouse's monthly income is between $2,288.75 and $3,715.50, then they can keep it If the community spouse's monthly income is less than $2,288.75, then they can get a portion of the institutionalized spouse's income Minimum excess home equity limit for 2023 is $688,000   Links and Resources Mentioned Pennsylvania Long-Term Care Handbook http://services.dpw.state.pa.us/oimpolicymanuals/ltc/Long-Term_Care_Handbook.htm Bellomo & Associates workshops: https://bellomoassociates.com/workshops/  For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Twitter: https://twitter.com/bellomoassoc  YouTube:  https://www.youtube.com/user/BellomoAssociates  Facebook: https://www.facebook.com/bellomoassociates  Instagram: https://www.instagram.com/bellomoassociates/   LinkedIn: https://www.linkedin.com/in/bellomoandassociates  Ways to work with Jeff Bellomo Contact Us: https://bellomoassociates.com/contact/  Practice areas: https://bellomoassociates.com/practice-areas/    

Jason Neufeld is consistently recognized as a top plantation elder care lawyer among his peers in Florida Trend Magazine's Legal Elite, Avvo, or Super Lawyers Magazine (2012-2020). Jason is committed to assisting and protecting the most vulnerable members of society. His substantial work with the elderly led Jason to expand the firm's practice to handle Elder Law and Medicaid-Planning related issues such as: incapacity planning, Medicaid ICP (to pay for nursing home care), Medicaid Waiver (long term care in home or in an assisted-living facility) planning, special needs trusts, or assisting with guardianships, probate and fighting long-term care insurance denials. Jason earned his Bachelor of Arts degree from Emory University and subsequently obtained his Juris Doctorate and Masters of Business Administration (JD / MBA) degrees from the University of Miami. Jason services his Broward County elder law, estate planning and medicaid planning clients out of the firm's satellite office located in Plantation, FL. Linkedin: https://www.linkedin.com/in/elder-law-attorney/ Elder Law: https://www.elderneedslaw.com/ Learn more about EmotionTrac and our AI-driven Emotional Intelligence Platform: https://emotiontrac.com/calendly/

Having a trustworthy partner that will help you achieve your goal is great. Two heads are better than one, as people say. This is evident with our guests, Guy Remond and Dave Zumpano.    Welcome to Coach Trent Clark's podcast Winner's Find A Way. Let us hear the inspiring story of Guy and Dave, on how they established an excellent company, the challenges they encountered along the way, and how they dealt with them.   Timestamps: 3:47 - How did their partnership develop? 18:56 - Influences that made them become entrepreneurs. 31:54 - How they dealt with the challenges presented to them.   Quotes: -"Put your head down, work hard… give people more than they expect."   -"You can't want something without being willing to put your head out first."   About the Guests:   Guy Remond, a Non-Executive Director, Investor & Entrepreneur, is an experienced individual with over 20 years in the tech, software & consulting/advisory industries as a founder, director, investor and advisor.   Dave Zumpano is the founder of The Estate Planning Law Center, a "model firm" for estate planning law firms nationwide. He was published in 1994 for his expertise on Medicaid Planning. In 2015, Dave authored Protect Your IRA, Avoid the 5 Common Mistakes, a contributory book offering for Estate planning attorneys. In 2001 Dave founded Medicaid Practice Systems, LLC which taught estate planning and elder law attorneys how to add Medicaid planning to their practice. In 2012, Dave transformed MPS into Lawyers with Purpose, LLC where he continues to lead lawyers in Estate Planning, Elder Law and Asset Protection.   The power of collaboration: Dave, an attorney from New York and founder of a national legal organization for Estate Planning attorneys met Guy, a tech entrepreneur, in the fall of 2019. Dave and Guy started a collaboration as Covid spread throughout the world and virtually built a company and a product that has been released and has been transforming the Estate Planning legal industry.    Connect with  Guy Remond: Email: guyremond@gmail.com    Website: https://guidr.legal/  LinkedIn: https://www.linkedin.com/in/guyremond/ Company LinkedIn: https://www.linkedin.com/company/78068929/ Twitter: https://twitter.com/GuidrLegal  Instagram: https://www.instagram.com/guidr.legal/    Connect with Dave Zumpano: Email: dzumpano@eplawcenter.com  Website: https://eplawcenter.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/   Connect with Trent M. Clark: YouTube: https://www.youtube.com/channel/UC_76SFCClh6GbqLjzFgf8xw LinkedIn: https://www.linkedin.com/in/trentmclark/ Instagram: https://www.instagram.com/leadershipity/?hl=en Facebook: https://www.facebook.com/Leadershipity/?ref=pages_you_manage   Learn more about Leadershipity Coaching and Events:  Trent@leadershipity.com   Enjoyed this podcast? Subscribe to our show and leave a review. It means a lot to hear your feedback, thank you!   Support our Sponsor: Rebellious Beverages For 10% off your next purchase, use the code 99999 Rebellious infusions are available at drink www.rebellious.com 

Having a trustworthy partner that will help you achieve your goal is great. Two heads are better than one, as people say. This is evident with our guests, Guy Remond and Dave Zumpano.    Welcome to Coach Trent Clark's podcast Winner's Find A Way. Let us hear the inspiring story of Guy and Dave, on how they established an excellent company, the challenges they encountered along the way, and how they dealt with them.   Timestamps: 3:47 - How did their partnership develop? 18:56 - Influences that made them become entrepreneurs. 31:54 - How they dealt with the challenges presented to them.   Quotes: -"Put your head down, work hard… give people more than they expect."   -"You can't want something without being willing to put your head out first."   About the Guests:   Guy Remond, a Non-Executive Director, Investor & Entrepreneur, is an experienced individual with over 20 years in the tech, software & consulting/advisory industries as a founder, director, investor and advisor.   Dave Zumpano is the founder of The Estate Planning Law Center, a "model firm" for estate planning law firms nationwide. He was published in 1994 for his expertise on Medicaid Planning. In 2015, Dave authored Protect Your IRA, Avoid the 5 Common Mistakes, a contributory book offering for Estate planning attorneys. In 2001 Dave founded Medicaid Practice Systems, LLC which taught estate planning and elder law attorneys how to add Medicaid planning to their practice. In 2012, Dave transformed MPS into Lawyers with Purpose, LLC where he continues to lead lawyers in Estate Planning, Elder Law and Asset Protection.   The power of collaboration: Dave, an attorney from New York and founder of a national legal organization for Estate Planning attorneys met Guy, a tech entrepreneur, in the fall of 2019. Dave and Guy started a collaboration as Covid spread throughout the world and virtually built a company and a product that has been released and has been transforming the Estate Planning legal industry.    Connect with  Guy Remond: Email: guyremond@gmail.com    Website: https://guidr.legal/  LinkedIn: https://www.linkedin.com/in/guyremond/ Company LinkedIn: https://www.linkedin.com/company/78068929/ Twitter: https://twitter.com/GuidrLegal  Instagram: https://www.instagram.com/guidr.legal/    Connect with Dave Zumpano: Email: dzumpano@eplawcenter.com  Website: https://eplawcenter.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/   Connect with Trent M. Clark: YouTube: https://www.youtube.com/channel/UC_76SFCClh6GbqLjzFgf8xw LinkedIn: https://www.linkedin.com/in/trentmclark/ Instagram: https://www.instagram.com/leadershipity/?hl=en Facebook: https://www.facebook.com/Leadershipity/?ref=pages_you_manage   Learn more about Leadershipity Coaching and Events:  Trent@leadershipity.com   Enjoyed this podcast? Subscribe to our show and leave a review. It means a lot to hear your feedback, thank you!   Support our Sponsor: Rebellious Beverages For 10% off your next purchase, use the code 99999 Rebellious infusions are available at drink www.rebellious.com 

Certified Elder Law Attorney Barbara McGinnis and public benefits specialist Josh Bey share cautionary tales of do-it-yourselfers who made costly mistakes when applying for TennCare (Tennessee's version of Medicaid).

An actual case where the client achieved shifting the cost of care to the government for 9 years, guardianship issues, tax issues, estate planning and asset preservation for the client and client's family.

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave's business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators.   David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave's practice remains focused on estate planning, asset protection, and elder law.   Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.   In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.   Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002.   Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.   Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [1:54] What is Guidr and how did it come to be? [12:15] How has Dave's mindset changed from a collaboration standpoint? [19:08] More will come back to you if you focus on other people [22:21] The Digitization of Law [26:58] What's changed and what's in the future for estate planning? [37:38] Where to find more of Dave?     Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Learn about current Medicaid trust cases from Lisa M. Neeley of Mirick, O'Connell, DeMallie & Lougee LLP in Worcester in this podcast, excerpted from MCLE's 12/7/2021 live webcast, Drafting Successful Medicaid Trusts. Watch the full webcast on demand or as an MP3 here. Get 24/7 instant access to hundreds of related eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass.

Stephanie K and Jay sit down with Elder Law Attorney Amir Abu-Aita to discuss Elder abuse and scams.  Learn how you can help your loved ones avoid being scammed.  Amir practices Elder Law, Medicaid Planning, VA Planning, Probate, Estate Planning, and Business Transactions. He has an extensive background of helping the elderly through his family-owned Licensed Assisted Living Homes. At Serenity Assisted Living, Amir assisted the elderly in their medical needs. Now, he hopes to help even more elderly in their legal and planning needs.  For more information call Amir at (810) 238-1700

Getting married again after a divorce or the death of your spouse can have a lot of mixed emotions, one of which feels like a fresh start. But it's important to consider how joining your life with someone else may impact your future, especially your estate plan. So, what do people entering a second marriage need to know when it comes to planning for the future? About the Interview In this episode of Hilary Topper on Air, Hilary speaks with Deanna Eble, Partner of Russo Law Group, P.C., Long Island's Signature Elder Law, Special Needs, and Estate Planning Law Firm. Hear Deanna discuss the main factors people getting married for a second time need to know when planning for the future. Learn about a variety of estate planning for second marriages options including prenuptial agreements, inheritance, and more! About Deanna Eble Deanna is a Partner at Russo Law Group, P.C. of Garden City, Islandia, Lido Beach, and Manhattan, New York. She focuses on Elder Law, Estate Planning, Special Needs Planning, and Medicaid Planning, and has practiced in these areas for more than fifteen years. Deanna is a member of the New York State Bar Association, Nassau County Bar Association, Nassau County Women's Bar Association, Elder Counsel, and is admitted to the New York Bar. She earned her law degree at Hofstra University School of Law. Deanna frequently presents seminars on Elder Law and Estate Planning throughout Nassau and Suffolk counties. As an attorney, Deanna has helped hundreds of families with all levels of planning. She assists families interested in planning in advance for the possibility of incapacity, the need for long-term care, and estate planning for second marriages. She also helps families in crisis situations—when they have been told that a loved one must enter a nursing home soon or has already been placed in one, and they need to obtain assistance from Medicaid quickly. About the Russo Law Group Russo Law Group, P.C. is dedicated to providing peace of mind to you and your family. Their team of elder law attorneys, estate planning attorneys and special needs (disability) attorneys have experience in helping people with their problems. They promise to answer any question with a straight answer. Once they meet with you, they will be able to assist you. For more information about Deanna, estate planning for second marriages, and the Russo Law Group visit https://www.vjrussolaw.com/.

Jason Neufeld, Esq. is the founding partner of Elder Needs Law, PLLC which focuses on a variety of Florida Elder Law matters including Estate Planning, Medicaid-Planning, probate and guardianship matters. Jason is consistently recognized as a top lawyer among his peers in Super Lawyers Magazine and Florida Trends Legal Elite. Jason is an author and on the board of the Academy of Florida Elder Law Attorneys and Co-Chair of the Broward County Bar Association Elder Law Section. Sponsor: https://www.seniorcareauthority.com

This is a rebroadcast of a previous episode. With August being all about Estate Planning, we felt that it was time to revisit this episode. Mike is a wealth of knowledge and shares so much information that we wouldn't want you to miss. Enjoy! Thank you for tuning into a very special edition of Wine and Dime. In this episode I talk with Mike Martino. Mike is an attorney and partner at the firm of Rossettie Rosettie & Martino. His practice is primarily a Trusts and Estates practice with special emphasis on the area of law known as Elder Law, including Medicaid Planning, Long Term Care Planning, Asset Protection and related Nursing Home issues. Mike offers his Elder Law clients a variety of strategies including asset protection trusts, annuity planning, promissory notes and other devices to preserve clients' assets. This was great conversation that everyone can get some great information from. Thanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

Do you know the four factors you should be aware of when applying for Medicaid? They are your age, health considerations, personal finances and your own personal motivation behind applying in the first place. In part three of this mini-series, David Pulcini and Ken Kraus look into a lot of the most common questions they … Continue reading 18. Medicaid Planning 301, Part 3 of Medicaid with Ken Kraus →

As we get older, the realities of what it takes to plan for long-term care sets in. But as people start to realize how complicated the process can be, they wait too long and run out of time. This leads to difficulties trying to secure the funding they need for their loved ones or themselves. … Continue reading 17. The Importance of Proper Medicaid Planning With Ken Kraus — Part 2 →

Now more than ever, people are concerned about their financial health and wellness, and whether they will be protected if an unexpected crisis should occur. But for many, understanding the Medicaid eligibility rules can be even more complicated.  In part one of this mini-series, David Pulcini speaks with attorney Ken Kraus about the importance of … Continue reading Episode 16: The Importance of Proper Medicaid Planning With Ken Kraus — Part 1 →

I address this early in the series, is it ethical to "plan for Medicaid"?  I hear this periodically from people and even from other attorneys and Judges.  I address the issue and use my most popular argument that in my mind and everyone I have told this to sees that Medicaid planning is ethical and helps people that really do need it by leveling the playing field for those with moderate assets.  Listen and let me know what you think at Todd@ElderLawinaBox.com.  

Welcome to the LI Law Podcast.  We feature legal issues and developments which affect Long Island residents and business owners.  The podcast focuses on Long Island law topics and includes greater New York court and legislative happenings.  If you are one of the approximate 8 million residents of Long Island (Nassau, Suffolk, Queens, and Kings counties), or want to enjoy all law-related matters on Long Island, this podcast is for you! Our guest on this 40th episode is Joanne Schlenk McAvey, Esq., an elder law attorney in Deer Park, who handles all facets of estate planning, Medicaid planning, and elder law issues. Joanne Schlenk McAvey, Esq.'s contact information is: Joanne Schlenk McAvey, PLLC. 1641 Deer Park Avenue Deer Park, New York 11729 (631) 243-4516 mcaveypllc@gmail.com www.eldercareatty.com Welcome to the podcast, Joanne. Please contact us with your general questions or comments at LILawPodcast@gmail.com.  No podcast is a substitute for competent legal advice.  Please consult with the attorney of your choice concerning specific legal questions you may have. Your host, Zehava Schechter, is an attorney admitted to the New York Bar for 30 years.  She concentrates her private practice in estate planning, administration, and litigation; real estate law; contracts, and business formation and dissolution.     

Learn about Medicaid unknown secrets and how seniors can capitalize and ensure that they have what they need when it comes to home care and long term care. Contact Michele Albohn at: 631-946-1998 or 516-220-8494 https://www.ingoodhandsmedicaid.com/about-me.html

Learn about Medicaid unknown secrets and how seniors can capitalize and ensure that they have what they need when it comes to home care and long term care. Contact Michele Albohn at: 631-946-1998 or 516-220-8494 https://www.ingoodhandsmedicaid.com/about-me.html