Trust Workshop
Medicaid Planning
Medicaid Monday
- Medicaid Monday April Presentation: Navigating Care at Home – Finding Care and Paying for It
- Medicaid Monday March Presentation: Qualifying with a MAPT and Pooled Trust
- Medicaid Monday February Presentation: The ‘Well’ Spouse’s Rights in Medicaid
- Medicaid Monday January Presentation: 2024 Update and the New Numbers
PCS Guides & Questionnaires
-New York Medicaid Income and Resource Levels 2024
–Medicaid Planning Guide 2024
–2024 Long Term Care Planning Guide
-Special Needs Planning Guide 2024
–Health Care Decision Making Guide 2023
–Business Planning Guide 2024
–Estate Planning Questionnaire
–Long Term Care Questionnaire
–Special Needs Planning Questionnaire
–Guardianship Questionnaire
Other Resources:
-Long Term Care Planning with Asset Protection Presentation for the Legal Project/NYS EAP
– Beneficiary Controlled Trusts Handout
– Estate Planning Questionnaire
-OASAS Presentation: Wills, Living Trusts & Estate Planning
– ABCs of Trust Planning
– When is it Time to Service Your Estate Plan?
– ‘Is Your Estate Plan Buttoned Up?’ Presentation
