Guardianships and Medicaid Planning Video Series
This 3-part video series discusses Guardianships and Medicaid Planning for New Jersey residents and features Donald D. Vanarelli, Esq.
Guardianships and Medicaid Planning (Video 1 of 3)
Video 1 Topics include:
- Strategic transfer of assets
- Prudent estate planning technique
- Guardian fiduciary duty to incapacitated ward
- Power of attorney and the need for guardianship
- Power of attorney types
- Power of attorney gifting permission
- Power of attorney authority
- Guardian gifting permission
- Guardian and Medicaid planning requests
- Guardian’s fiduciary duty
- Guardianship status types
- Guardian and the power to make a will
- Guardian and public assistance planning
- Guardian and estate planning
Guardianships and Medicaid Planning (Video 2 of 3)
Video 2 Topics include:
- Case law framework for Medicaid planning
- Marsh v. Scott
- In re Trott
- In re Keri
- The guardianship application
- The guardianship hearing
- Certification of assets
- The guardianship brief
- Verified complaint requirements
- Verified complaint requirements for Medicaid
- Verified complaint and Trott factors
- Verified complaint and AIP estate plan
Guardianships and Medicaid Planning (Video 3 of 3)
Video 3 Topics include:
- Transfer of home to community spouse
- Transfer of home to caregiver child
- Transfer of home to disabled child
- Transfer of home for fair market value
- Transfer of liquid assets
- Q and A
Additional Information
For additional information regarding guardianships and Medicaid planning, call us at 908-232-7400 or click here to contact us online.
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Call Us Today
To schedule a consultation with Vanarelli & Li, LLC, call 908-232-7400 or click here to contact us online. As always, we look forward to hearing from you.
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