• Webcast

Long-Term Care Planning for Clients 65+

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TypeTitleStartEndCLEPrice
Remote - Live Webcast

STARTTue., Oct. 03, 2023
1:00 PM		ENDTue., Oct. 03, 2023
4:15 PM		 CLE 3 sub/0 eth PRICE Regular: $249.00
 New Attorney: $125.00
 Subscribers Pay: $0.00

About

LONG TERM CARE PLANNING FOR CLIENTS 65+

This course will highlight various issues and strategies for clients and their families when planning for long-term care, including a review of eligibility rules, spend-down techniques, asset transfer rules and strategies, annuities and other planning techniques, and practical tips to avoid common mistakes.

Planning Ahead
• Gathering the correct information
• Is there a Power of Attorney and does it have the right language?
• Differences between assisted living/personal care and skilled nursing
• Using Irrevocable Grantor Trusts
• Veteran’s Pension and Aid & Attendance benefits
• Long term care insurance
• Is gifting appropriate: single vs. married clients

Crisis Planning
• Qualifying for Medicaid: single vs. married
• Paying family members for care
• Medicaid qualifying annuities
• Spousal refusal

Other Important Topics
• Medicaid Estate Recovery
• Pennsylvania Support Laws: Filial Support and related
Practice Areas

Faculty

NameFirm/Company
Dionysios C. Pappas Esq., CELA Vasiliadis Pappas Associates LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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