• On-Demand Video

Long-Term Care Planning for Clients 65+

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TypeTitleStartEndCLEPrice
On-Demand Video

---------- 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

Recorded in October 2023.

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.
11897
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