Public Benefits Planning For Guardianships (2016)

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Learn how to approach a new guardianship case to investigate current benefits and assess the need and appropriateness of Public Benefits including Medicaid. Understand what steps may need to be taken by a guardian in order for a person under guardianship to become eligible for certain needs based benefits including the creation of Special Needs Trusts and Medicaid Planning as well as the potential pitfalls of the various strategies. Effectuate the steps necessary, including but not limited to, obtaining court approval for various actions to make persons under guardianship eligible for needs based Public Benefits. Presented by Wendy Shparago Cappelletto, Esq., CAP and Catherine A. Seal, CELA, CAP, Fellow
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