, April 02, 2025

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Medicaid Planning

  14 posts

Necessary planning for middle-class Americans since Medicare does not cover the cost of long-term care.

  Mar 02, 2025

๐Ÿ”‘ NY Form: Annotated Medicaid Asset Protection Trust

A Medicaid Asset Protection Trust (MAPT) is a crucial estate planning tool for...

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  Mar 02, 2025

๐Ÿ”‘ NY Clause: Residence Provisions in Medicaid Asset Protection Trust

When creating a Medicaid Asset Protection Trust (MAPT) in New York, a critical...

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  Mar 02, 2025

๐Ÿ”‘ NY Clause: Statement of Intent in a Medicaid Asset Protection Trust

Many Medicaid Asset Protection Trusts (MAPTs) include a Statement of Intent to clarify...

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  Sep 21, 2024

Creating a NY Medicaid Asset Protection Trust (MAPT) with Appreciated Assets

When considering the assets to be placed in a New York Medicaid Asset...

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  Sep 21, 2024

The Primary Purpose of a NY Medicaid Asset Protection Trust (MAPT)

The primary purpose of a New York Medicaid Asset Protection Trust (MAPT) is...

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  Sep 12, 2024

๐Ÿ—“๏ธ Free Webinar for Caregivers: Planning for Long-Term Care Needs in New York

Are you a caregiver for someone aged 60+ and unsure about how to...

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  Sep 11, 2024

๐Ÿ—“๏ธ Complimentary Webinar on Helping More People Navigate the Dementia Journey (InterActive Legal)

Navigating the complexities of dementia care is a crucial aspect of estate planning...

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  Sep 27, 2023

New York Community Medicaid Lookback Delayed: Implementation Not Expected Until 2025

We are following up on our previous post from April 28, 2023, informing...

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  Nov 29, 2022

Complimentary Forum for Seniors on 12/1/2022 at Restoration Plaza, Brooklyn, NY

The event will be packed with professionals who work with the elderly and are going to provide useful tips....

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  May 17, 2022

Complimentary Webinar: 27th Annual Elder Law Forum, Covering New York Medicaid Updates

It is scheduled for May 19, 2022, from 8:30 AM - 3:00 PM EDT....

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  Apr 02, 2022

What Is a Callable Certificate of Deposit?

As interest rates rise, will this type of investment become popular?...

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  Mar 30, 2022

Confirmation: Start Date for New York Community Medicaid Lookback is On Hold

There is no timeline for the implementation....

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