Elder Law: Planning for Medicaid

Tuesday, May 7

8:00 AM - 9:00 AM

Location: Grande Ballroom A

CE: 1

Level of Complexity: Intermediate

Speaker(s)

Richard Roller, Lawyer - JD

Attorney
Pearson Bollman Law

We will discover the value of asset protection planning for the client that does not think about protection. We will explore how Medicaid (Title XIX) allows for protection of assets from spend-down in the event of long term care.

Learning Objectives:

Recognize the value of asset protection planning and its relavence for the other 99%.
Reassure your clients and be able to remove the fear of long-term care.
Constructively interact with clients in protection planning and thereby become the trusted adviser for the next generation.