BBA Event Recap: Maximizing Community Benefits

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Program Title: Maximizing Community Benefits: Helping Clients Avoid Nursing Home Placement and Access Medicaid Coverage for Home Care and Assisted Living

Program Date: Tuesday, January 19, 2016

Panelists: Patricia C. D’Agostino of Margolis & Bloom

Program SponsorRebecca J. Benson of Margolis & Bloom and Gary Zalkin of Zalkin Law, co-Chairs of the Elder Law and Disability Planning Committee

Materials:  To view the program materials, click HERE.

Summary of Program Topic:  The state has rolled out several new programs to help keep elders and people with disabilities in the community, including the Home and Community Based Waiver (the “Frail Elder Waiver”), Adult Foster Care, Personal Care Attendant, Community Choices, Program for All Inclusive Care for the Elderly (“PACE”), and Senior Care Options (“SCO”). The clinical estate financial eligibility rules are complex and new programs are introduced often. A knowledgeable estate planner can help clients create eligibility, lengthen the life of their assets and remain at home for as long as possible.