The devastating cost of home care and skilled nursing home care too often wipes out family savings and causes the loss of the family residence. With proper, tax-sensitive planning, eligibility for special Medicare programs, Medicaid, VA, and other benefits to pay for such services can be achieved while protecting family assets. Closely related is the world of “special needs” planning, where there are significant developments – the ABLE Act and the Special Needs Trust Fairness Act – to be added to your arsenal. This session will also explore policies and initiatives of the Trump Administration that impact these vulnerable communities.
Gilfix and La Poll Associates, LLP