Serving an Aging Clientele - Medicaid and Other Planning
March 13, 2023
This 75-minute practical webinar will cover topics critical to practitioners serving our aging population: What is Elder Law? What is the long-term care problem and what roles can advisers serve in addressing this critical need? What is the distinction between Medicare vs. Medicaid? How can Medicaid planning be addressed for those who have not pre-planned and who are in crisis? What planning can be done in advance to qualify for Medicaid and help pay for long-term care? This presentation will focus on practical and basic information that those who are not specialists in Medicaid planning should understand. A discussion of the important role of care managers in the planning for aging clients will be presented. This webinar will help attorneys who are not elder law specialists to know when and for what issues they should bring in specialized elder law co-counsel. The presentation takes a collaborative and holistic approach and explains the vital roles that estate planning attorneys, elder law specialists, financial and wealth advisers, insurance consultants and others play in serving aging clients’ needs. A valuable usable questionnaire that practitioners in all disciplines can use to gather key information, as well as the PowerPoint, will be made available. Speakers: Louis W. Pierro, Peter J. Strauss and Martin M. Shenkman Sponsor: Pierro, Connor & Strauss, LLC *This may constitute attorney advertising. * No CPE, CLE, etc. is offered but a certificate of attendance will be provided.