Protecting What You've Built: Asset Protection Planning for Long-Term Care

McFadden Bushnell offers informational seminars on topics related to estate planning, elder law planning, and planning for individuals with special needs.

McFadden Bushnell LLC

Learn how to protect your assets from long-term care costs. Covers Medicaid trusts,  the 5-year look-back, and essential estate documents.

Offices of McFadden Bushnell

Join McFadden Bushnell for an informative evening designed to help seniors and their families understand one of the most critical — and often overlooked — areas of elder law: protecting your assets from the potentially devastating costs of long-term care.Whether you're planning ahead or navigating a loved one's care needs right now, this session will walk you through practical strategies used by elder law attorneys every day.What We'll Cover:<ul><li>Medicaid Asset Protection Trusts (MAPTs) Not all trusts are created equal. We'll take an in-depth look at how irrevocable trusts can be structured to shield your home and savings from long-term care costs — while still allowing you to benefit from those assets during your lifetime.</li><li>Medicaid Eligibility Rules Qualifying for Medicaid is more complex than most people realize. We'll break down the asset and income thresholds that vary by state, explain what counts (and what doesn't), and help you understand where you stand.</li><li>The 5-Year Look-Back Period One of the most misunderstood rules in elder law — and one of the most consequential. We'll explain how Medicaid scrutinizes asset transfers made in the five years before an application, how penalty periods are calculated, and what you can do now to avoid costly mistakes later.</li><li>Essential Estate Planning Documents Every adult over 18 should have these in place — and most don't. We'll cover the financial power of attorney, health care power of attorney, HIPAA release, living will, will, and when a trust makes sense for your situation.</li></ul>Wine and refreshments will be provided. Seating is limited, so reserve your spot early.This session is hosted by the attorneys of McFadden Bushnell, an elder law, estate planning, and special needs law firm. This event is educational in nature and does not constitute legal advice.

Our {communityGuidelinesLink} describe the sort of content we prohibit on Eventbrite. If you suspect an event may be in violation, you can report it to us so we can investigate.

To report other categories of prohibited or illegal content, submit {link}

Protecting What You've Built: Asset Protection Planning for Long-Term Care

More events from McFadden Bushnell LLC

Discover more events from McFadden Bushnell LLC, from Family & Education to other experiences you might love.

Still looking for the right event?

Explore all events in Shaker Heights and filter by date, category, and more to find the perfect fit.

Protecting What You've Built: Asset Protection Planning for Long-Term Care

More events from McFadden Bushnell LLC

Discover more events from McFadden Bushnell LLC, from Family & Education to other experiences you might love.

You might also like...

Browse more events with different dates, prices, and formats to find your next great experience.

Still looking for the right event?

Explore all events in Shaker Heights and filter by date, category, and more to find the perfect fit.