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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 the Managing Attorney of the law firm Ronald Fatoullah & Associates. Elizabeth’s areas of practice include Asset Preservation Planning, Estate Planning, Taxation and Elder Care Planning. She regularly assists clients in achieving their Medicaid Planning goals in a tax efficient manner through practical and considerate planning techniques.

Elizabeth often lectures on various aspects of Elder Care Planning, Tax Law and Estate Planning. Elizabeth recently lectured on the Use of Trusts and Gifts in Elder Planning before the New York State Society of CPAs and on the Tax and Medicaid Implications of the American Taxpayer Relief Act of 2012 (“ATRA”) before the Suffolk County Bar Association. 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.” In June of 2014, 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.

Prior to joining the firm, Elizabeth was an associate with a prominent Long Island Trusts and Estates law firm where she specialized in Elder Law, Taxation and Estate Planning. Prior to that, Elizabeth was a Tax Manager with Ernst & Young LLP, where she focused on Mergers and Acquisitions, Executive Compensation, Equity Compensation, Employment Tax and Employee Benefits. Elizabeth has extensive experience working on business transactions and tax based engagements in the financial services, retail and insurance industries on both the buyer and seller sides.

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.



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