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State Audit Says Some Eligible Families Not Getting Medicaid
Jay Gallagher - Observer Dispatch
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"Irrevocable Pure Grantor Trusts" : The Estate Planning Landscape Has Changed
SU Law Review Article by David J. Zumpano, CPA, Esq.
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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
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Law Review Article
Written by David J. Zumpano
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MMMNA Guide
Medicaid & Estate Planning: A Guide to MMMNA
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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.
