• Webcast

Long-Term Care Planning for Clients 65+

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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



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


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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