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Medicaid-Friendly Estate Planning and View from HHSC

Contains material from Sep 2018

Medicaid-Friendly Estate Planning and View from HHSC
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Session 1: Medicaid-Friendly Estate Planning - Listen to a discussion about forms and strategies for preparing your clients (and sometimes their parents and children) to protect assets in case the need for long-term care arises. Forms will be provided and explained for Lady Bird Deeds, Transfer on Death Deeds, Revocable Trust as Grantee (of either type deed), and Medicaid-Friendly Contingent Trust.

Session 2: View from the HHSC Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility.

Includes: Video Audio Paper Slides


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1. Medicaid-Friendly Estate Planning (Sep 2018)

H. Clyde Farrell

0.75 0.00 0.00
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(mp4)
43 mins
(mp3)
43 mins
(pdf)
70 pgs
(pdf)
13 pgs
Session 1 —43 mins
Medicaid-Friendly Estate Planning (Sep 2018)

Discuss forms and strategies for preparing your clients (and sometimes their parents and children) to protect assets in case the need for long-term care arises. Forms will be provided and explained for Lady Bird Deeds, Transfer on Death Deeds, Revocable Trust as Grantee (of either type deed), and Medicaid-Friendly Contingent Trust. 

Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell, Burdett & Johnson PLLC - Austin, TX

Show session details

2. View from the HHSC (Sep 2018)

Shari L. Nichols

0.50 0.00 0.00
Preview Materials

Download session materials for offline use

(mp4)
31 mins
(mp3)
31 mins
(pdf)
18 pgs
Session 2 —31 mins
View from the HHSC (Sep 2018)

Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility.

Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference

Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX