Date/Time
Date(s) - 05.22.2018
6:00 pm
Event Type
N/AEvent Description
Summit DD and Hickman & Lowder Co., L.P.A. have teamed up to provide a free Special Needs Estate Planning workshop. All participants of this workshop will receive one hour of complimentary consultation with Hickman & Lowder.
This workshop will cover:
Benefit Basics
- SSI/Medicaid
- SSDI/Medicare
- The resource limit
- Income limits and considerations
- Exempt Resources
Common Pitfalls in Planning
- Identifying and Planning with Third Party Funds
- In-kind Support & Maintenance
- Authority to Fund Medicaid Payback Trusts
- Surrogate Decision Making and Hot Powers in POAs
Estate Planning Tools
- Powers of Attorney and Advanced Directives
- Third Party Discretionary Trusts
- Self-Settled Medicaid Payback Trusts
- Pooled Trusts
- STABLE Accounts
- Guardianships
Event Location
Ohio Means Jobs
1040 E Tallmadge Avenue
Akron, Ohio 44310
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