CLE - Medicaid/Long-Term Planning

  • February 08, 2017
  • 12:00 PM - 1:00 PM
  • The Powers Building, 8th Floor Conference Room, 16 West Main St., Rochester, NY


Medicaid/Long-Term Planning

Richard Marchese, Esq. of Woods Oviatt Gilman LLP


Topics to be Covered

Current dynamics driving growth in this practice area;
Long term care insurance;
Fundamentals of Medicaid Planning;
    Planning involving divestiture of assets through use of trusts;
    Protections for spouses;
    Exempt resources;
    Crisis planning;
    How you can assist your firm/office with client development; and 
Questions and answers. 

Members (Lunch included): $10.00
Members (Bring your own lunch): $5.00
Non-Members (With or without lunch): $15.00

Box Lunch from Grill and Greens : Sandwich, pasta salad, chips, cookie and bottled water.
Sandwich Choices: Roast Beef, Ham, Tuna, Turkey, or Vegetarian


Click here to access the Registration Form.

Please mail registration form, lunch selection and your check made payable to “PAR” no later than February 2, 2017 to Dina Beaudette, Merzbach Law Office, P.C., 73 State Street, Rochester, NY 14614.


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