Structuring Advance Directives and Medicaid Asset Protection Trusts
Coordinating Provisions of the Power of Attorney, Trusts and Will
Recording of a 90-minute CLE webinar with Q&A
This CLE program will explore the best use of advance directives and trusts in fashioning a long-term care plan for the elderly client. The panel will discuss best practices for coordinating provisions of the power of attorney, trusts and the will.
Outline
- Long-term care planning considerations
- Advance directives
- Medicaid Asset Protection Trust
- Testamentary Special Needs Trust
- Long-term care and life insurance
Benefits
The panel will review these and other key questions:
- How can correctly drafted advanced directives facilitate the implementation of a well-designed long-term care plan?
- How should counsel draft a power of attorney to allow for the execution and funding of a Medicaid Asset Protection Trust?
- How can practitioners draft a Medicaid Asset Protection Trust with maximum flexibility for changing circumstances?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Faculty

Philip A. Di Giorgio
Partner
Pierro Law Group
He practices in the areas of Estate Planning, Estate and Trust Administration and Estate and Gift Taxation. He has... | Read More
He practices in the areas of Estate Planning, Estate and Trust Administration and Estate and Gift Taxation. He has written and lectured on Estate and Trust Administration and Estate and Gift Taxation including the articles, “Grantor Trust Basics”, “Surviving an Estate Tax Audit”, “Medicaid Recoveries from Estates” , “Understanding Tax Procedures.”
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Aaron E. Connor
Pierro Law Group
He is a seasoned litigator, currently concentrating in the areas of guardianship, will/trust contests and estate... | Read More
He is a seasoned litigator, currently concentrating in the areas of guardianship, will/trust contests and estate litigation. He also practices in the areas of estate planning and administration.
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