When dealing with a married couple in crisis Medicaid planning, it is easy to assume using a Medicaid Compliant Annuity in the name of the community spouse is the best option. However, you may be missing out on key opportunities…
Irrevocable trusts are a vital tool for attorneys that are helping clients plan for the costs of long-term care. However, proper trust design is essential to ensure the client’s goals are balanced with federal and state Medicaid rules. If the…
Assembly Bill 133 will drastically change the Medi-Cal program as soon as this year. Already an outlier in the country, this bill further pushes California into uncharted qualification requirements for those seeking long-term care benefits. As with all change, there…
Revocable living trusts are a common tool used in planning for elder law and special needs clients. Over the years, we have worked with attorneys from across the country as they encounter drafting questions while designing the revocable living trust…
The Medicaid Asset Protection Trust is one of the most important tools for elder law attorneys to help their clients pre-plan for the cost of long-term care. During the video, ElderCounsel and Frank Melia from Quontic Bank walk through the…
Qualified retirement accounts have become the primary savings vehicle for many Americans and planning for those funds is of the highest priority for your clients. After the plan owner dies, managing the payments of mandatory withdrawals can be essential in…
Mainstream interest in cryptoasset markets have exploded. Bitcoin and many other cryptoassets increased more than tenfold over the past 12 months and non-fungible tokens (NFTs) went from little-known niche to a regular topic in social media and on the nightly…
Take an in-depth look at the modifications of the New York statutory short form power of attorney that took effect June 13, 2021. Howard, Louis, and Brian will review the ElderDocx® power of attorney for New York that has incorporated…
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Did you know that 60 million people, or one in five Americans, live in rural America? Did you also know that 97% of the country’s land mass is rural? Those that that live in rural America require specific considerations for…
The Medicaid Asset Protection Trust is one of the most important tools for elder law attorneys to help their clients pre-plan for the cost of long-term care. Trustees and their attorneys have many options to leverage trust assets to ensure…
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.
Click the play button to start the video from the beginning. Click the chapters icon on the player to see a full index of available chapters. Select a chapter to jump to the segment of your choice.