Medicaid Planning
Medicaid Monday
- Medicaid Monday 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
- Medicaid Monday December Presentation: Success Stories of 2023
- Medicaid Monday November Presentation: Creative LTC Planning
- Medicaid Monday October 2023 Presentation: Consumer Directed Personal Assistance
- Medicaid Monday September 2023 Presentation: Immediate Needs
- Medicaid Monday August 2023 Presentation: Planning for Individuals with a Disability
- Medicaid Monday July 2023 Presentation: Recertification and Post-COVID Protocols
- Medicaid Monday June 2023 Presentation: What Happens if You’re Denied
- Medicaid Monday May 2023 Presentation: Navigating Nursing Home Medicaid
- Medicaid Monday April 2023 Presentation: Using a Pooled Trust to Qualify for Medicaid Home Care
- Medicaid Monday March 2023 Presentation: Medicaid Asset Protection Trusts
- Medicaid Monday February 2023 Presentation: Qualifying and Why It’s Becoming Harder
- Medicaid Monday January 2023 Presentation: 2023 Update and the Surprising 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