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Florida State Meeting: Guardianship, Medicaid, and VA Planning

Recorded: July 24, 2017
Presented by Jodi Murphy, Esq., 
Murphy & Berglund, PLLC
Duration: 41 minutes

Join us for our first Florida State Meeting! This virtual event will feature Jodi Murphy, Esq. of Murphy & Berglund, PLLC, who will lead our discussion on Medicaid & VA Planning for Incapacitated Individuals for Florida planners.

Topics Covered Florida State Meeting: Guardianship, Medicaid, and VA Planning: 

  1. Plan Before
  2. Individual is declared incapacitated, now what?
  3. Work with an attorney
  4. Have a written plan
  5. The asset protection letter
  6. Be prepared
  7. 9 Hot Topics
    1. Courts and transfers
    2. Personal services contracts
    3. Costs and projections
    4. General estate planning for married couples
    5. Professional guardians
    6. Education
    7. Medicaid Planning
    8. Medicaid/VA spend down categories
    9. Attorneys fees
  8. Questions

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