'Pooled trust' presentation slideshows

Overview of Government Sources for Payment of Long Term Care Costs

NEW MEDICAID RULES Presented by Donald D. Vanarelli, Esq. Certified Elder Law Attorney Registered Guardian Accredited Professional Mediator. Overview of Government Sources for Payment of Long Term Care Costs. Long Term Care.

702 views • 46 slides

EMPLOYMENT AND ESTATE AND FUTURE PLANNING

EMPLOYMENT AND ESTATE AND FUTURE PLANNING. David A. Zwyer, J.D. Community Fund Management Foundation (CFMF) (614) 309-7117 zwyer@cfmf.org www.cfmf.org. Goal of this Presentation. To provide you with information about:

403 views • 27 slides

Long, Reher & Hanson, P.A

Long, Reher & Hanson, P.A. PLANNING FOR THE FUTURE: SPECIAL NEEDS AND SUPPLEMENTAL NEEDS TRUSTS by: Roxanne Jenkins AND Larry Piumbroeck, LSS of Minnesota and Laurie Hanson, Long, Reher & Hanson, P.A. Overview of presentation. Long, Reher & Hanson, P.A.

380 views • 21 slides

BENEFITS AND SPECIAL NEEDS TRUSTS PRIMER

BENEFITS AND SPECIAL NEEDS TRUSTS PRIMER. PREPARED BY: MELISSA LADER BARNHARDT, J.D., LL.M. F.V.P. & TRUST CONSULTANT

307 views • 20 slides

Special Needs Trusts

Special Needs Trusts. The Arc of Northern Virginia. What Is A Special Needs Trust?.

398 views • 20 slides

BENEFITS AND SPECIAL NEEDS TRUSTS PRIMER

BENEFITS AND SPECIAL NEEDS TRUSTS PRIMER. PREPARED BY: MELISSA LADER BARNHARDT, J.D., LL.M. F.V.P. & TRUST CONSULTANT

209 views • 20 slides

195 views • 19 slides

549 views • 18 slides

Supplemental Needs Trusts

Supplemental Needs Trusts. Presented by Larry R. Rivkin on behalf of CVLS May 20, 2008. Public Benefit Programs. Exempt Assets. $2,000 Homestead property Personal effects and household goods Motor vehicle Life insurance (with restrictions) Burial funds and burial space

263 views • 17 slides

Supplemental & Special Needs Trusts, Guardianship and Alternatives

Supplemental & Special Needs Trusts, Guardianship and Alternatives. Karen L. Perch, Ph.D., J.D. KarenLPerch@gmail.com. Medicaid as Life Line. For medical care Doctors Hospital Prescriptions Durable medical supplies Durable medical equipment Dental services. For long-term supports

175 views • 17 slides

Special Needs or Supplemental Needs Trusts

Special Needs or Supplemental Needs Trusts. Jerry L. Basford November 8, 2010. What is a trust?. A trust is a legal document containing instructions directing the management and distribution of the resources placed in the Trust. Grantor-person creating or funding the trust

281 views • 13 slides