Medicaid Planning
Medicaid Monday
- Medicaid Monday May Presentation: Medicaid Asset Protection Trusts (MAPT)
- 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
Estate Planning Resources
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
