Published Articles

• What Hard Work Giveth the Nursing Home Taketh Away: Asset Preservation Under Medicaid

  David J. Zumpano

• State Audit Says Some Eligible Families Not Getting Medicaid

  Jay Gallagher - Observer Dispatch

• "Irrevocable Pure Grantor Trusts" : The Estate Planning Landscape Has Changed

  SU Law Review Article by David J. Zumpano, CPA, Esq.

• Congress to Enact Tighter Medicaid Restrictions

  Listen to a recording from David J. Zumpano.
  Download the transcript. (opens new window)

• Medicaid Planning

  Understanding What Medicaid Planning Is, ADL's, Trust Options and Pricing

• Law Review Article

  Written by David J. Zumpano

• MMMNA Guide

  Medicaid & Estate Planning: A Guide to MMMNA

• IRA Beneficiary Decision Tree

  The US Supreme Court in Clark v. Rameker (June, 2014) solidified that children or other "non-spouse" individuals should not be named the beneficiary of an IRA, if asset protection is a goal.