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Get the Latest on Medicaid Application and Asset Planning Tactics
Middle class Americans seeking asset protection cannot afford to ignore the potentially devastating costs of nursing home and other long-term care. Nursing homes are among the most common and largest creditors an average American is likely to face in his or her lifetime, but only about 10% of the population has long-term care insurance. For the other 90%, Medicaid is the primary source of payment, so a basic understanding of the Medicaid asset protection process is vital for all professionals who work with seniors and their families. This course will provide an overview of asset protection concepts and strategies that elder law attorneys can use to legally and ethically protect assets while facilitating earlier Medicaid eligibility; and a set of crisis-management tools to prevent and correct inadvertent loss of benefits. Register today!
- Learn what the income eligibility requirements are when applying for Medicaid.
- Protect your clients' interests by knowing what's exempt and what's not.
- Employ the most practical and effective asset transfer methods to comply with the spend-down requirement.
- Explore crisis planning methods to restore Medicaid benefits as quickly as possible.
- Guide clients through the Medicaid qualification process by knowing what's involved.
WHO SHOULD ATTEND
This basic-to-intermediate level seminar is designed for:
- Nursing Home Administrators
- Social Workers
- Geriatric Care Managers
- Trust Officers
- Accountants and CPAs
- Estate and Financial Planners
- Applying for Medicaid - The Four Eligibility Requirements
- Pre-Need Asset Planning
- Crisis Planning and Assistance
- Trust-Based Medicaid Planning in Detail
- Using Special Needs Trusts - Sample Trust Review
- Applied Legal Ethics
CONTINUING EDUCATION CREDIT
Continuing Legal Education
Credit Hrs State
CLE 7.20 - NJ*
CLE 7.00 - NY*
CLE 6.00 - PA*
Financial Planners – Financial Planners: 7.00
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *
* denotes specialty credits
9:00 a.m. - 4:30 p.m.
Clarion Hotel and Conference Center of Toms River
815 Route 37 West
Toms River, NJ 08755
MELISSA ABU-ADAS is an attorney with Brogan Law Group, in Point Pleasant, New Jersey. She is licensed in New Jersey and Pennsylvania. Ms. Abu-Adas currently focuses on Medicaid planning and applications and also practices in the areas of estate planning, estate administration, special needs planning and guardianships. She earned her undergraduate degree, summa cum laude, from Drew University, and her J.D. degree from Rutgers School of Law - Newark.
ROBERT F. BROGAN is president of the Brogan Law Group, a boutique practice focused exclusively on elder law, special needs planning, and asset protection. Certified as an elder law attorney by the ABA-accredited National Elder Law Foundation, Mr. Brogan presently serves as a director on the Board of Directors of the Special Needs Alliance, an invitation-only national consortium of attorneys dedicated to special needs and disability law; and serves as co-chair of the Special Needs Alliances' Public Policy Committee. He served as a director on the Board of Directors of the National Academy of Elder Law Attorneys (NAELA). He also served as chapter president of the New Jersey NAELA. Mr. Brogan was chair of the Elder and Disability Law Section of the New Jersey State Bar Association; and he is a member of the Council of Advanced Practitioners (CAP), an invitation-only council comprised of innovators in the profession guiding the future of elder and special needs law. He served as chair of the Ocean County Bar Association's Elder Law Committee. Mr. Brogan is admitted to practice in the Superior courts of New Jersey, the Federal District Court of New Jersey, and the United States Third Circuit Court of Appeals. He serves on the Public Policy Steering Committee of NAELA and was selected by the NAELA president to chair the ABLE Act Task Force. The New Jersey State Bar Association has twice awarded him the Legislative Service Award for his lobbying efforts in the fields of elder law and special needs. Mr. Brogan was an adjunct professor of law at the Georgetown University Law Center. He regularly lectures to other attorneys at the state and national level regarding Medicaid planning, planning for people with special needs, and the policy impact of healthcare issues on seniors and those with special needs. He has lobbied for positive legislative and regulatory developments on behalf of seniors and those with special needs at the state, congressional and presidential level. Mr. Brogan is the author of articles published by New Jersey Lawyer Magazine, the New Jersey Institute for Continuing Legal Education, Suffolk University School of Law, National Business Institute, the Special Needs Alliance, and the National Academy of Elder Law Attorneys. He earned his B.A. degree from Rutgers College and his J.D. degree from Rutgers School of Law.
DANIEL DEL COLLO III concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts (and special needs), guardianships, Medicaid planning, powers of attorneys and advanced medical directives. Mr. Del Collo’s elder law clients also call upon him to handle personal injury, real estate and business law matters. Before launching his own law practice, he worked at an award-winning high volume estate planning and elder law firm in Southern New Jersey, where he provided counsel to individuals and families (ranging from pro-bono to high net worth) regarding wills, trusts, asset protection, guardianships, tax issues and Medicaid planning, including financial planning for those with special needs. Mr. Del Collo also provided counsel to individuals and families with loved ones suffering from varying types and degrees of dementia, such as Alzheimer’s, Parkinson’s, Huntington’s and other neurological diseases. He earned his undergraduate degree from Haverford College and his J.D. degree from Rutgers School of Law - Camden.
JANE M. FEARN-ZIMMER is an attorney with Flaster Greenberg PC, where she dedicates her practice to serving clients in the areas of elder and disability law, special needs trusts, asset protection, tax and estate planning, and estate administration. Formerly with Rothkoff Law Group, PricewaterhouseCoopers, LLP and The Sharp Law Firm, Ms. Fearn-Zimmer received her LL.M. degree in taxation, with distinction, from Temple University. She was admitted to the New Jersey Bar in 1996. Ms. Fearn-Zimmer has presented on tax, Medicaid planning and estate planning topics to a broad range of groups, including the Central New Jersey Society of Enrolled Agents, the Tax Section of the New Jersey State Bar Association, the Burlington County Probate Committee, and the Tourette’s Syndrome Association of New Jersey, Inc. She was a former federal judicial clerk to the Honorable John S. Unpingco, Chief Judge of the District Court of Guam, where she served on the Civil and Criminal Justice Reform Act committees for the District of Guam.
- Jane Zimmer