Estate Planning for Medicaid and VA Benefits
Maximizing Benefits Through Succession Plan Strategies
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide estate planning counsel with a review of veterans benefits eligibility requirements in conjunction with Medicaid eligibility requirements. The panel will offer best practices for meeting the eligibility requirements of both while protecting clients' assets.
- Medicaid eligibility requirements
- Intersection with VA benefits eligibility requirements
- Estate planning best practices to include Medicaid and VA benefits eligibility
The panel will review these and other key questions:
- What criteria are used to determine level of care for Medicaid reimbursement or participation in long-term supportive services through a Medicaid waiver?
- What Medicaid transfer of asset rules should counsel consider in estate planning?
- Under what circumstances could the VA asset limitation test create a long-term period of ineligibility for Medicaid benefits?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Dionysios C. Pappas
Vasiliadis & Associates
He practices in the areas of elder law, trust & estate planning and administration, and veterans pension benefit... | Read More
He practices in the areas of elder law, trust & estate planning and administration, and veterans pension benefit planning. He is a VA accredited attorney for the preparation, presentation and prosecution of claims for veterans benefits before the Department of Veterans Affairs. He frequently lectures and authors articles on elder law, trust & estates, and veterans pension benefit planning.Close
Daniel C. Gasink
Johnson Gasink & Baxter
His practice focuses on estate planning, estate administration, probate, asset protection, guardianships, elder law,... | Read More
His practice focuses on estate planning, estate administration, probate, asset protection, guardianships, elder law, Medicaid planning, NFA Trusts and veterans benefits. He is a member of National Academy of Elder Law Attorneys, National Estate Planning Council, WealthCounsel and ElderCounsel. He is licensed to practice before the U.S. Department of Veteran Affairs. He presents at CLE programs.Close
Angela N. Manz
The Law Office of Angela N. Manz
Ms. Manz practices in the areas of estate planning and elder law. She is a member of National Academy of Elder Law... | Read More
Ms. Manz practices in the areas of estate planning and elder law. She is a member of National Academy of Elder Law Attorneys and Council of the Elder Law Section of the Virginia Bar Association. She is licensed to practice in Virginia and North Carolina, and presents frequently on VA benefits issues.Close