Download or read book Ethical Considerations in Medicaid Estate Planning written by Eleanor Lanier and published by . This book was released on 2015 with total page 15 pages. Available in PDF, EPUB and Kindle. Book excerpt: The of purpose of this article is to provide a starting point for discussion of ethical issues related to the practice of Medicaid estate planning. The authors explore the history of attorney involvement in planning and financing long-term care.' They also analyze how the ABA Model Rules of Professional Conduct address the ethical dilemmas that arise in practice, using a case study to illustrate some of these issues. The individual authors' perspectives on this practice differ with respect to certain issues. One is a former Legal Services lawyer, and the other has a private practice which focuses on Medicaid estate planning.
Download or read book Medicaid Planning Estate Recovery and Alternatives for Long Term Care Financing written by Marshall B. Kapp and published by . This book was released on 2006 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: In anticipation of the escalating costs of long term care, consumers and the federal and state governments are engaging in a variety of strategies intended to preserve the financial solvency of the respective party. For the consumer, this may mean planning in a way designed to maximize one's potential future eligibility for government support, while the federal government tries to limit those planning activities inspired by public benefits considerations and the states attempt to recover their long term care expenses from the estates of deceased consumers whose long term care needs the state had earlier supported. All of these strategies have important and controversial public policy implications. The public policy debate surrounding these strategies ought to be ethically informed. This article sets out to identify and outline some of the main ethical questions engendered by individual Medicaid planning, on one hand, and state estate recovery efforts, on the other. It concludes that neither of these approaches to the challenge of long term care financing are very ethically palatable.
Download or read book Ethical and Public Policy Considerations Related to Medicaid Planning written by John B. Payne and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This paper discusses moral, ethical, and public-policy issues regarding Medicaid planning -- transferring or converting assets of a long-term care consumer to create Medicaid eligibility. The author argues that it is not unethical to qualify a nursing-home resident for Medicaid by means of asset transfers where the resident will receive the same service under Medicaid as he or she would receive as a private-pay patient. The author further contends that an applicant's lawyer would have an ethical and moral obligation to the client and the client's family to maximize Medicaid payments for nursing care where it is clear that the client would want Medicaid to cover the cost of care. Finally, the author urges that the state's or commonwealth's fiscal concerns should not be given priority by a court above a Medicaid candidate's legitimate desire to preserve his or her wealth in the face of ruinously expensive nursing home costs.
Download or read book Medicaid Planning From A to Z 2021 Ed written by K. Gabriel Heiser and published by Phylius Press. This book was released on 2021 with total page 540 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book.
Download or read book Medicaid Planning written by K Gabriel Heiser and published by Phylius Press. This book was released on 2024 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2024 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 1, 2024, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. The two chapters on Veterans' Pension benefits (rules and planning techniques) have been completely updated to reflect the new transfer, lookback, and penalty periods that now apply to VA applications. Completely annotated with all case citations and statutory references given in over 560 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
Download or read book Elder Law Answer Book written by Robert B. Fleming and published by Aspen Publishers. This book was released on 2009-10-28 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by nationally-known elder law practitioners, Robert B. Fleming and Lisa Nachmias Davis, the Elder Law Answer Book gathers the most current legal, regulatory, and practice guidelines from the core topics of elder law, long-term care, estate planning, retirement planning, healthcare decision making, and rights of the elderly -- and presents this information in a thoroughly integrated, easy-access reference. The all-new Third Edition of Elder Law Answer Book helps you render sound advice and give reliable guidance on: Medicaid and Long-Term Care Planning Estate Planning Probate and Trust Administration Special Needs Trusts Medicare And More! Only Elder Law Answer Book delivers and‘How-toand’ explanations of the guiding rule or regulation, along with current citations to the relevant cases and statutesand—including the Deficit Reduction Act Expert legal analysis of the special rules and how they typically apply Detailed information about each of the disparate, but frequently related, aspects of elder law practiceand—age discrimination, nursing home rights, Medicaid and other public benefits programs, as well as traditional estate planning and administration Real-world practice examples that help you implement the applicable rules or guidelines in a wide variety of situations Extensive cross-references to related topicsand—for fast and easy research Index and at-a-glance list of questions that help you zero in on the exact information you are looking for
Download or read book Medicaid Planning written by K Gabriel Heiser and published by . This book was released on 2020 with total page 538 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2020 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 1, 2020, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. The two chapters on Veterans' Pension benefits (rules and planning techniques) have been completely updated to reflect the new transfer, lookback, and penalty periods that now apply to VA applications. Completely annotated with all case citations and statutory references given in over 560 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
Download or read book How to Protect Your Family s Assets from Devastating Nursing Home Costs Medicaid Secrets 15th Ed written by K. Gabriel Heiser and published by Phylius Press. This book was released on 2021 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by an elder law attorney with over 25 years of experience, this book will help anyone with a family member faced with a long-term stay in a nursing home who wishes to preserve at least some of their assets by qualifying for the Medicaid program. You don't have to be broke to qualify! For the first time ever, the inside secrets of high-priced estate planning and elder law attorneys are revealed. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the reader through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title your home so you do not lose it to the state; how to make transfers to family members that won't disqualify you from Medicaid; how annuities make assets "disappear"; smart tricks for "spending down" your assets; what to change in your will to save thousands of dollars if your spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2021 Fifteenth Edition has been revised and completely updated to incorporate all changes in the law as of January 1, 2021. The two chapters on Veterans' Pension benefits (rules and planning techniques) have been completely updated to reflect the new transfer, lookback, and penalty periods that now apply to VA applications.
Download or read book For Profit Enterprise in Health Care written by Institute of Medicine and published by National Academies Press. This book was released on 1986-01-01 with total page 580 pages. Available in PDF, EPUB and Kindle. Book excerpt: "[This book is] the most authoritative assessment of the advantages and disadvantages of recent trends toward the commercialization of health care," says Robert Pear of The New York Times. This major study by the Institute of Medicine examines virtually all aspects of for-profit health care in the United States, including the quality and availability of health care, the cost of medical care, access to financial capital, implications for education and research, and the fiduciary role of the physician. In addition to the report, the book contains 15 papers by experts in the field of for-profit health care covering a broad range of topicsâ€"from trends in the growth of major investor-owned hospital companies to the ethical issues in for-profit health care. "The report makes a lasting contribution to the health policy literature." â€"Journal of Health Politics, Policy and Law.
Download or read book Medicaid Planning From A to Z 2014 written by K. Gabriel Heiser and published by . This book was released on 2014-01-15 with total page 538 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2014 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 31, 2014, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. Completely annotated with all case citations and statutory references given in over 500 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
Download or read book How to Protect Your Family s Assets from Devastating Nursing Home Costs written by K Gabriel Heiser and published by . This book was released on 2020 with total page 318 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by an elder law attorney with over 25 years of experience, this book will help anyone with a family member faced with a long-term stay in a nursing home who wishes to preserve at least some of their assets by qualifying for the Medicaid program. You don't have to be broke to qualify! For the first time ever, the inside secrets of high-priced estate planning and elder law attorneys are revealed. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the reader through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title your home so you do not lose it to the state; how to make transfers to family members that won't disqualify you from Medicaid; how annuities make assets "disappear"; smart tricks for "spending down" your assets; what to change in your will to save thousands of dollars if your spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2020 Fourrteenth Edition has been revised and completely updated to incorporate all changes in the law as of January 1, 2020. The two chapters on Veterans' Pension benefits (rules and planning techniques) have been completely updated to reflect the new transfer, lookback, and penalty periods that now apply to VA applications.
Download or read book Estate Planning in an Era of Tax Uncertainty and Ethical Considerations written by and published by . This book was released on 2006 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Medicaid Planning From A to Z 2023 Ed written by K. Gabriel Heiser and published by Phylius Press. This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2023 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 1, 2023, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. The two chapters on Veterans' Pension benefits (rules and planning techniques) have been completely updated to reflect the new transfer, lookback, and penalty periods that now apply to VA applications. Completely annotated with all case citations and statutory references given in over 560 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
Download or read book Estate Planning for the Elderly and Medicaid Eligibility Issues written by Sanford J. Schlesinger and published by . This book was released on 1995 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Conflicts Confidentiality and Other Ethical Considerations in Estate Planning written by John Richard Price and published by . This book was released on 2000 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Ethical Issues in Estate Planning and Administration written by American Bar Association. Section of Real Property, Probate, and Trust Law and published by . This book was released on 1991 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Florida Elder Law Medicaid Planning and Estate Planning written by John R. Frazier and published by . This book was released on 2016 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
