Speaker_Handouts

Meghan Shue/Luke Tilley - January 11, 2022

PowerPoint Presentation: CMF_2022FinalShueTilley_01102022(002).pdf

Atty. John L. Roberts - October 19, 2021

As members of the Estate Planning Council, we have the opportunity to help clients at the most difficult times of life: declining health, serious diagnosis.

Awareness of potential mistakes, and solutions, can make the difference for our clients.

1 – Caregiving costs, Medicaid and Caregiver Contracts 

2 – Reallocating Assets for Medicaid with Annuities, QDROs and Trusts

 3 - Medicaid Probate Estate Recovery

 4 –Disability Trusts

These documents are Powerpoint presentations saved in PDF format.