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Legal & Financial Planning Conference

Save the Date
Saturday, March 12, 2016

Plainview Holiday Inn
Plainview, New York

Advance Directives, Medicaid Asset Protection, Accessing Services in the Home, Nursing Home Care, Related Tax information

Featured presenters:
Ronald Fatoullah, Esq.
David Okrent, Esq.
George R. Tilschner, Esq.
Brian Tully, Esq.
Irene Villacci, Esq.
Jeanette Grabie, Esq.
Richard Weinblatt, Esq.

FREE onsite respite care is available, limited capacity and registration required.  For more information please call 800.272.3900.

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The Alzheimer's Association Long Island Chapter thanks its Legal Committee:

Ronald Fatoullah, Esq. (Chair)
Ronald Fatoullah & Associates

Jeanette Grabie, Esq.
Grabie & Grabie, LLP, Attorneys at Law

David Okrent, Esq
The Law Offices of David Orkent, Esq 

George R. Tilschner, Esq.
George R. Tilschner Law Firm, P.C.

Brian Tully, Esq.
Tully & Winkelman P.C.

Irene Villacci, Esq.
Irene V. Villacci, Attorney at Law PLLC

Richard Weinblatt, Esq.
Haley Weinblatt & Calcagni, LLP

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Legal Lunch & Learn Call-in series. 
These one hour conference call sessions focus on issues associated with legal and financial planning. Please register by emailing canastasia@alz.org.  Details and log-in information will be sent after registration.

Next session: "Programs and Services Available Through Community Medicaid" Wednesday, January 27th, 2016 1:00pm-2:00pm, Jeanette Grabie, Esq.

Listen to "I need a Will... or do I need a Trust" Expert Facilitator George Tilschner, Esq.

Listen to "Why You Need an Durable Power of Attorney" Expert facilitator: Irene Villacci, Esq 

Listen to "Preserving the Family Home" Expert facilitator: Ronald Fatoullah, Esq. 

Listen to "Home Care" Expert facilitator: Brian Tully, Esq

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Please see below for some useful financial and legal articles:

Protecting the Family Home
A great way to protect the home if nursing home care is not imminent would be to transfer the home into a Medicaid Irrevocable Asset Protection Trust. If drafted properly, the home will be protected and tax advantages will be preserved.

Why You Need a Durable Power of Attorney Drafted By An Attorney
After nearly 25 years of practicing law, giving seminars, and educating my clients and their families about the pitfalls of not having a good, durable power of attorney, the number of cases of new clients, in desperate situations because they do not have a power of attorney, is still overwhelming. Often such circumstances require a Court guardianship proceeding, with hours and costs involved that can certainly be profitable for a law firm, but at the incapacitated person's expense.

What You Should Know About Managed Long Term Care Plans
Managed Long Term Care plans (“MLTC’s”) are now the providers of home care services to Medicaid eligible recipients with few exceptions.  The MLTC plan receives a fixed amount each month (the capitated rate) for every case it enrolls, no matter how many hours or services the plan provides.

Medicaid Home Care, Times have Changed
These changing times with regard to how Community Medicaid services are now being delivered will require a tremendous amount of public education, advocacy and intervention on the part of families and elder care professionals.

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