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

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Conducted on Tuesday, August 20, 2013

Recorded event now available

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Course Materials

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.


A will is not enough to protect a client’s assets when facing long-term care needs. Counsel should develop a plan that includes advance directives (a power of attorney, healthcare directive and disposition of remains document) and discuss the viability of long-term care and life insurance.

Counsel should consider a Medicaid Asset Protection Trust and a testamentary Supplemental Needs Trust to preserve a client’s funds, provide for a surviving spouse, and fulfill estate planning objectives. Provisions of the power of attorney, trusts and will must be coordinated.

Creating a comprehensive and flexible long-term care plan before the need for long-term care arises is the best way to preserve an elder client’s assets from the cost of long-term care.

Listen as our panel of attorneys experienced in working with elderly clients reviews developing an effective long-term care plan for clients by using both preventive documents (a Medicaid Asset Protection Trust and/or a testamentary Supplemental Needs Trust) and advance directives (power of attorney, healthcare directives and a disposition of remains document).



  1. Long-term care planning considerations
  2. Advance directives
  3. Medicaid Asset Protection Trust
  4. Testamentary Special Needs Trust
  5. Long-term care and life insurance


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.


Philip A. Di Giorgio
Philip A. Di Giorgio

Pierro Law Group

He practices in the areas of Estate Planning, Estate and Trust Administration and Estate and Gift Taxation. He has...  |  Read More

Aaron E. Connor
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

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