Estate and Trust Planning
Trust Administration Webinar Materials:
– Trust Admin Workshop Presentation May 2022
– PCS Trust Funding Documents Form 1
– PCS Trust Funding Documents Form 2
– PCS Trust Funding Documents Form 3
– PCS Trust Funding Documents Form 4
– PCS Trust Funding Documents Form 5
– PCS Trust Funding Documents Form 6
– Tax Forms 7-11
– PCS Client Maintenance Annual Agreement Form 12
– Trustco Bank Handouts May 2022
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
Medicaid Planning
Medicaid Monday
- 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
- New York 2023 Medicaid Income and Resource Levels
- Medicaid Monday Presentation: “Medicaid Home Care”
Medicaid Monday Presentation: “Nursing Home Medicaid”