Asset Preservation for Medicaid Qualification

Learn about solutions provided by Elder Law Attorneys that allow seniors to obtain quality health care without losing their life savings during this free lunchtime program.

Many people are not aware that under current Medicaid regulations, gifts to family members of 50% or more of your assets may be used to help you spend down to Medicaid resource limits, when combined with the use of an Irrevocable Trust or a loan document.

On this page:

Learning Outcomes

  • Understand how to use an Irrevocable Trust document

Intended Audience

UB faculty, staff, their families and retirees

Prerequisites

None

Fee

Free

Class Schedule and Registration

UB faculty and staff, please log in to UB EDGE to register. For assistance with UB EDGE, please email training@buffalo.edu or call 645-4459.

All others please email ub-eap@buffalo.edu or call 645-4461 to register.

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Instructor

Lisa J. Allen, JD

Attorney; Adjunct Professor

Law School

Phone: 716-580-3113

Contact for Questions

UB EAP Staff

Employee Assistance Program

Phone: 716-645-4461

Email: ub-eap@buffalo.edu

The University at Buffalo is committed to providing reasonable accommodations to individuals with any disabilities. If you require accommodations to participate in this session, please contact Organizational Development & Training (OD&T) at (716) 645-4459 or training@buffalo.edu prior to attending the class. Please allow ample time for OD&T to work with the Office of Accessibility Resources to arrange accommodations.