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Category: Medicaid & Medicare

“The Reinventing Medicaid Act 2015” Takes Direct Aim at Vulnerable Rhode Island Elders and their Families

“The Reinventing Medicaid Act 2015” Takes Direct Aim at Vulnerable Rhode Island Elders and their Families

On May 7th, the Governor introduced to the Rhode Island House and Senate Finance Committees amendments to her proposed budget. Titled “The Reinventing Medicaid Act of 2015”, this legislation contains twenty sections. This post will focus on one of these–Section 6–which seeks to directly affect the limited opportunities for middle-class Rhode Islanders requiring Medicaid long-term […]

Legal and Financial Considerations of Alzheimer’s Disease – Presentation Slides from the Getting Started Education Series

Legal and Financial Considerations of Alzheimer’s Disease – Presentation Slides from the Getting Started Education Series

It’s my privilege to be a regular presenter for the Alzheimer’s Association’s Getting Started education series, a set of free workshops held regularly throughout Rhode Island. Over the years I’ve presented Part 3, “Legal and Financial Considerations of Alzheimer’s Disease“, several times, and I thought readers might find my slides useful. The presentation slides are […]

ALS Research Symposium – Presentation on Estate Planning & Public Benefits for Individuals with ALS

ALS Research Symposium – Presentation on Estate Planning & Public Benefits for Individuals with ALS

Last Sunday, October 19th I was pleased to present at the ALS Research Symposium of the ALS Association, Rhode Island Chapter. The topic of this presentation was Estate Planning & Public Benefits for Individuals with ALS. As promised on that day, I am now sharing my presentation slides (embedded below). If you have more specific questions on […]

The Lady-Bird deed flies away, not to be missed by most Medicaid planning clients.

The Lady-Bird deed flies away, not to be missed by most Medicaid planning clients.

In the all the breathless hype over the past weeks regarding the demise of enhanced life estate—or so-called “Lady Bird”—deeds was lost a critical fact—that this technique was rarely the best option in Medicaid planning anyway. First, the story known to some readers. After an unsuccessful attempt last year, this year the State agency which […]

Rhode Island Alzheimer’s Association Presentation

Rhode Island Alzheimer’s Association Presentation

Last Thursday, October 3rd, I participated in the Rhode Island Alzheimer’s Association’s Getting Started Education Series, presenting on the topic of legal and financial considerations of Alzheimer’s disease.  As I promised during the presentation, I am now posting a copy of my presentation slides (below). If you have more specific questions, or are in need of legal […]