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Medicaid Planning and Trusts: Planning for Your Client’s Incapacity

SKU: EST8200
General Credits
2.25
Price$125
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Description

This informative CLE program presented by Ronald A. Fatoullah and Elizabeth Forspan will discuss the latest developments in Elder Law and Medicaid planning including eligibility rules and common techniques used to protect assets against the prohibitive cost of long term care.

The course will also discuss the tax consequences of Medicaid Trusts including income taxes, estate taxes and real estate tax exemptions as well as transfers of real property, liquid assets and basis issues.

Lecturer Bios

Ronald A. Fatoullah, Esq.

Ronald A. Fatoullah, *CELA, is the principal attorney of Ronald Fatoullah & Associates, a firm focusing on Elder Law, estate planning and special needs planning. Known for his outstanding services to senior citizen and special needs communities, Mr. Fatoullah is an award winning elder law attorney who has been recognized in New York Magazine as one of “The New York Area’s Best Lawyers” for eight consecutive years. Mr. Fatoullah regularly lectures to banks, corporations, accountants and attorneys on estate planning and elder law matters. He is frequently quoted in the New York Times, the Wall Street Journal and Newsday and is a co-author of the “Long Term Care Planning Guide for Accountants”. His offices are located in Great Neck, Cedarhurst, Queens, Manhattan and Brooklyn. Mr. Fatoullah is also President of J.R. Wealth Advisors LLC, a wealth management firm with offices in New York City, Great Neck, NY and Los Angeles, CA.

To learn more about Ron visit his website www.elderlaw-newyork.com/.

*Certified as an elder law attorney by the National Elder Law foundation.

Elizabeth Forspan, Esq.

Elizabeth Forspan is a Partner with Forspan Klear LLP, a New York law firm. Elizabeth’s areas of practice include Elder Law, Trusts & Estates and Taxation. She regularly assists clients in achieving their Medicaid Planning goals in a tax efficient manner through practical and considerate planning techniques.

Elizabeth speaks throughout the United States on various aspects of Elder Care Planning, Tax Law and Estate Planning. Elizabeth has lectured on the Income Taxation of Trusts and Estates for the National Business Institute as well as Key Elder Care Planning Issues for the New York State Society of CPA’s. Elizabeth has also written and lectured extensively on the topic of Casualty Loss Deductions. Elizabeth co-authored the award winning cover article for the February 2013 edition of the CPA Journal entitled “Casualty Losses for Property Damaged by Hurricane Sandy.” Elizabeth was the recipient of the prestigious Max Block Award for Outstanding Article in the Category of Technical Analysis, awarded by the New York State Society of Certified Public Accountants’ CPA Journal for her article on casualty losses. Elizabeth has been named a Super Lawyers Rising Star in the area of Estate Planning and Probate in 2016, 2017, 2018 and 2019. Elizabeth has been featured in New York Magazine, MarketWatch, and she has been quoted in the New York Times.

Prior to co-founding Forspan Klear LLP, Elizabeth was the Managing Attorney of a leading Elder Law and Trusts & Estates law firm. Prior to that, Elizabeth was a Tax Manager with Ernst & Young LLP, where she focused on Mergers and Acquisitions and Executive Compensation.

Elizabeth earned her Juris Doctor from Fordham University School of Law. Elizabeth received her B.A. from Queens College of the City University of New York, where she graduated summa cum laude and is a member of Phi Beta Kappa.

Attorneys may earn all 15 Arizona CLE credits from the National Academy of Continuing Legal Education. Our online courses satisfy the STATE BAR OF ARIZONA REGULATIONS “Interactive CLE” definition. To view further accreditation details, please click here.


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