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Aging Well Series: Strategies for Medicaid and Estate Planning

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Aging Well Series: Strategies for Medicaid and Estate Planning

July 12 @ 9:30 am - 11:30 am

Free
Group of Senior Retirement Friends Happiness Concept

You are invited to attend this FREE course led by the Area Agency on Aging of Central Texas (AAACT).

The Aging Well series offers additional support and programs for those with chronic health conditions who are 60 and older, and for their friends and family who provide care. Please join us in-person OR virtually as we discuss:

  • Medicaid eligibility basics: spousal impoverishment laws, MERP, 5 year look back periods, QIT trust, and TODD
  • Advanced directives
  • Guardianships
  • Tax consequences of lifetime gifts vs. inheritance
  • Probate in Texas

Tuesday, July 12, 2022 – FREE In-Person & Virtual Event
9:30 am – 11:30 am
2180 N. Main St., Belton, TX

Register Here

Pre-Register to receive the FREE virtual event meeting link or call 254.770.2330.

 

Featured Speakers

Andrejs E. Avots , Avotins , MD, PhD (Moderator)
The Elizabeth & Drayton McLane, Jr Chair in Health & Wellness Vice President Provider Engagement & Community Affairs.

Paul Zambie , Managing Attorney
Paul Zambie is a Managing Attorney with Texas Legal Services Center based out of Austin. Prior to his employ with Texas Legal Services Center, he worked for a Houston based litigation firm and an Austin based immigration firm. Mr. Zambie earned his undergraduate degree from the University of Texas in Austin and his Law Degree from South Texas College of Law in Houston.

Charis Clawson, Associate
Charis Clawson is an Associate Attorney with Baird, Crews, Schiller & Whitaker, P.C. in Temple. Mrs. Clawson earned her undergraduate degree from Southwestern University in Georgetown, her Law Degree from Baylor University School of Law, and her Master of Law in Taxation from the University of Florida.

Hosted in collaboration with:  Area Agency on Aging of Central Texas and Baylor Scott & White Research Institute.

Area Agency on Aging of Central TexasBaylor Scott & White Research Institute

Download the Aging Well Series: Strategies for Medicaid and Estate Planning flyer

 

Visit our Events Calendar page for information about upcoming workshops and classes.

Details

Date:
July 12
Time:
9:30 am - 11:30 am
Cost:
Free
Event Category:

Organizers

Baylor Scott & White
Area Agency on Aging Central Texas

Venue

CTCOG
2180 N. Main Street
Belton, TX 76513 United States
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