Aging Well Series: Strategies for Medicaid and Estate Planning
July 12 @ 9:30 am - 11:30 amFree
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
- 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
Pre-Register to receive the FREE virtual event meeting link or call 254.770.2330.
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.
Visit our Events Calendar page for information about upcoming workshops and classes.