Estate Planning Resources
For 11/19/24 Webinar Attendees:
PRESENTATION LINK: IS YOUR ESTATE PLAN READY FOR THE FUTURE?
Additional 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: Aging Services in New York – Hidden Gems That Keep You at Home
- Medicaid Monday October Presentation: Consumer Directed Personal Assistance Program (CDPAP) – What’s the Story?
- Medicaid Monday September Presentation: The Potential 2025 Medicaid Lookback: Are You Ready?
- Medicaid Monday August Presentation: Part 2 – Home Care Applications, NYIA, MLTC & Immediate Needs
- Medicaid Monday July Presentation: Part 1 – Home Care Applications, Financial Eligibility
- Medicaid Monday June Presentation: Nursing Home Medicaid
- 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
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 2024
–Business Planning Guide 2024
–Estate Planning Questionnaire
–Long Term Care Questionnaire
–Special Needs Planning Questionnaire
–Guardianship Questionnaire
