Tag: medicaid strategy

Interactive Long-Term Care Planning Decision Tree: Workshop Breakdown

When evaluating long-term care strategies for clients, the lawyer must ask a series of questions to understand the issues and variables to consider in planning. Every client has their own unique needs, requiring valuable insight from an experienced attorney. Fraser Trebilcock attorney Melisa M. W. Mysliwiec will be sharing key information with other attorneys in Michigan to help them better serve their own clients in long-term care planning. The presentation, titled “Interactive Long-Term Care Planning Decision Tree,” will be delivered to members of the Institute of Continuing Legal Education’s Elder Law Certificate Program on Friday, September 17, 2021.

 The seminar will assist attorneys in identifying the critical information they can collect at the initial client meeting, and explore the issues and variables to consider in Medicaid-focused strategies and how they can impact the options available to their clients. Attorneys will learn using real-world scenarios and going through the decision tree step by step from start to finish.

Melisa, along with Rosemary Howley Buhl, Arthur L. Malisow, Charles S. Ofstein, and Amy Rombyer Tripp, will answer questions and provide advice on each step of the decision tree to have attendees walk away with a completed decision tree that they’ll be able to use as a model in their practice.

Attorney Melisa Mysliwiec

If you would like to talk with an attorney about putting legal plans in place, contact attorney Melisa M. W. Mysliwiec. Melisa focuses her work in the areas of Elder Law and Medicaid planning, estate planning, and trust and estate administration. She can be reached at mmysliwiec@fraserlawfirm.com or 616-301-0800.

Planning Strategies and Divestments in Medicaid Planning: A Workshop

Navigating through the many rules and regulations of Medicaid can often be a stressful time for families. The application process itself can be one of the biggest hurdles to overcome, as well as the post-planning that occurs after Medicaid eligibility is obtained. It’s with these difficulties in mind that Fraser Trebilcock attorney Melisa Mysliwiec recently shared key insights with other attorneys in Michigan on how to help families maneuver through the challenging aspects of Medicaid. The presentation, titled “Hands-On Medicaid Part II: Planning Strategies and Divestment”, a follow-up to last year’s workshop, was delivered following the Institute for Continuing Legal Education’s 4th Annual Elder Law Institute, on Friday, September 14.

The seminar provided attendees with a case study about a husband and wife, second marriage for both, navigating the post-planning that is required during the presumed asset eligibility period after the husband obtained Medicaid eligibility to help pay for his long-term nursing home care. Subsequently, attendees were face with a change in circumstances; the husband died and the wife requires long-term nursing home care. Sample income and financial statements were provided and the attendees worked through a sample spend down and completed a Medicaid Application.

ICLE 4th Annual Elder Law Institute

Melisa, along with attorneys Rosemary Howley Buhl, Howard H. Collens, Erin L. Majka, and Terrence G. Quinn, answered questions and provided thorough advice on each step in the process. The well over 100 attendees were able to walk away with a completed sample Medicaid Application and supporting documents.

In addition to presenting on this topic on Friday, Melisa also moderated the plenary sessions of ICLE’s 4th Annual Elder Law Institute on Thursday, September 13. These sessions covered a broad range of topics that allowed attendees to walk away with critical updates and detailed insights in the area of guardianships and conservatorships, government benefits, and use of protective orders in the realm of disabilities planning and elder law.

Attorney Melisa Mysliwiec

 

If you would like to talk with an attorney about putting legal plans in place, contact attorney Melisa M. W. Mysliwiec. Melisa focuses her work in the areas of Elder Law and Medicaid planning, estate planning, and trust and estate administration. She can be reached at mmysliwiec@fraserlawfirm.com or 616-301-0800.