July 23, 2015
Events & Presentations

8-6-2015 Richard Marchese, Esq. will be featured presenter for CLE Webinar on Medicaid Estate Recovery Planning Techniques.

Richard A. Marchese, Esq. will be a featured presenter for the Webinar CLE:

Medicaid Estate Recovery Planning Techniques: Mitigating States' Practices to Enforce Recovery Rights

A live CLE webinar on Thursday, August 6 @ 1:00pm EDT

Join Us August 6

Can't attend the live program? Reserve a recording >

Nationally, Medicaid pays almost half the cost of all nursing home and other long-term care expenses, and states seek to reduce the resulting deficits through Medicaid estate recovery programs. States are authorized to file reimbursement claims against the estate of a Medicaid recipient over age 55 for long-term care and medical expenses, which puts planning for Medicaid at risk.

Key state court decisions address the rights of states to pursue recovery against a community spouse, including the way annuities and promissory notes impact recovery. Counsel advising elderly clients and their families must understand the reach of Medicaid estate recovery programs and master proactive steps aimed at protecting clients’ assets.

Richard A. Marchese, Partner at Woods Oviatt Gilman LLP; Jason E. Marx, Of Counsel at Connell Foley and David J. Zumpano, Co-Founder at Lawyers with Purpose, will provide guidance for counsel to elderly clients and their families on navigating Medicaid estate recovery programs and creating plans that achieve Medicaid eligibility. The panel will outline approaches to mitigate the risk of recovery against the estates of the Medicaid recipient and the community spouse.

The panel will review these and other key issues:

  • How have recent court decisions and state legislation addressed the rights of recovery against the estates of the Medicaid recipient and the community spouse?
  • What assets are generally subject to Medicaid estate recovery?
  • What steps can be taken to limit the reach of Medicaid recoveries and protect estate assets?

For more information or to register >

or call 1-800-926-7926 ext. 10 (ask for Medicaid Estate Recovery Planning Techniques on 8/6/15 and mention code: EP1D61-XRJ2LQ)