Medicaid Planning

PROGRAM SUMMARY:

With an ever-growing segment of the population in care-giving and decision-making positions for parents and grandparents, laws concerning elder care (medical and otherwise) are in the forefront of today's society. Your clients, whether they are the elders themselves or their children/care-givers, need up-to-date advice on financial planning, Medicare and Medicaid, trusts, strategies, powers of attorney, forms, and resources. Here are some of the important topics our speaker will cover:

Asset transfer strategies;
Trusts and their application to Medicaid planning;
Pooled payback trusts;
Planning techniques for married and single persons; and
New techniques.

CONTINUING LEGAL EDUCATION INFORMATION:

ATG is an Illinois Accredited Continuing Legal Education Provider. This program is approved for 3.25 MCLE credits in Illinois. We will apply for credits in Indiana and Wisconsin.

WHO SHOULD ATTEND:

All lawyers who have older or disabled clients will be interested in this seminar. As Medicaid rules and regulations constantly change, this seminar will also serve as an update in this area for the estate planning practitioner.

ATTENDEE RATES:

The following per person rates apply for this program:

FREE | ATG Trust member attorneys
$65 | All others

ABOUT THE SPEAKERS

Michael H. Erde, Principal, Michael H. Erde & Associates, P.C., Chicago, Illinois

SESSIONS HELD

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[Last update: 5-22-08]