• On-Demand Video

Long Term Care Planning for Clients 65 and Up 2021

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On-Demand Video

---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00


This course will highlight various issues and strategies for clients and their families when planning for long term care, including a review of eligibility rules, spend-down techniques, asset transfer rules and strategies, annuities and other planning techniques, and practical tips to avoid common mistakes.

Planning Ahead

  • Gathering the correct information
  • Is there a Power of Attorney and does it have the right language?
  • Differences between assisted living/personal care and skilled nursing
  • Using Irrevocable Grantor Trusts
  • Veteran’s Pension and Aid & Attendance benefits
  • Long term care insurance
  • Is gifting appropriate: single vs. married clients

Crisis Planning

  • Qualifying for Medicaid: single vs. married
  • Paying family members for care
  • Medicaid qualifying annuities
  • Spousal refusal

Other Important Topics

  • Medicaid Estate Recovery
  • Pennsylvania Support Laws: Filial Support and related

Recorded in April 2021.

Practice Areas


Dionysios C. Pappas Esq., CELA Vasiliadis Pappas Associates LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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