o Date: Thursday, February 4th, 2021
o Time: 8:30am-9:00am - Presentation
o Host/Moderator: Jonathan I. Shenkman, AIF®, Associate Director of Investments/Financial Advisor - Oppenheimer & Co. Inc.
o Speaker: Elizabeth Forspan, Esq., Partner, Forspan Klear LLP
o Seminar Description: Elizabeth Forspan, Esq. will discuss the new significant changes to the Community-based Medicaid (Home Care) program that became effective this past October. We will also review important Medicaid planning techniques, particularly in light of estate and gift tax planning. The discussion will include a review of the importance of irrevocable trusts and other techniques that should be considered in light of new Medicaid rules.