Upcoming Seminars: March and April

March 20, 2012
12:00-1:30 PM
Lunch and Learn Basics of Medicaid and Veteran's Aid in Attendance Eligibility

Millard Family Chapel
540 South Summit Drive
Holts Summit, MO
RSVP: Mark (573) 680-7880

March 29, 20126:00-8:00 PM
Estate Planning and Medicaid Eligibility

Crestview Home
1313 South 25th Street
Bethany, MO
RSVP: Sherry (660)425-3128

 

March 22, 2012

6:00 pm - 8:00 PM
Estate Planning and Medicaid Eligibility

Frene Valley Health Center
1800 Wein
Hermann, MO
RSVP: Jenny (573) 486-3155

 

April 24, 2012

12:15-1:00 PM
Basics of Medicaid Eligibility

Senior Center @ the Mall
3600 Country Club Drive
Jefferson City, MO

 

April 26, 2012

12:15-1:00 PM
Basics of Veteran's Aid in Attendance Eligibility

Clarke Senior Center
1310 Linden Drive
Jefferson City, MO

IRA vs. Long-Term Care Asset Protection

This is something that I run  into a lot as well.  In order to protect the cash value of an IRA for long-term care planning purposes, it must be cashed out and a tax will have to be paid on that withdrawal.  However, for most clients, the cost of long-term care will be far greater than any tax consequences of cashing out an IRA.  And keep in mind, the tax will have to be paid on that IRA at some point in the future.

http://protectingseniorsnews.com/2011/10/03/dont-let-your-ira-keep-you-from-protecting-your-life-savings-against-long-term-care-costs/

November Veteran's Benefits Seminar!

Veteran's Benefits Seminar
November 17, 2011
6:00 PM
Heisinger Bluffs
1002 West Main Street  Jefferson City, MO 65109
Jefferson City, MO 65109
(573) 636-6288

First Billboard!

I sat behind the Westboro Baptist Church

members that were attending yesterday's hearing in the Eighth Circuit in St. Louis.  They were the first ones to be heard, of course, and it looked like the Westboro Baptist Church was challenging the constitutionality of a Missouri statute that was apparently enjoined by the district court.  Apparently, the statute requires protesters at a funeral to stay a certain distance away from the funeral.  At any rate, it was a nice palate cleanser before my oral argument.

After the Westboro Baptist Church oral argument concluded, about 75% of the courtroom cleared out.  Hey, I thought you guys were here to hear my Missouri Medicaid case?

First case before a federal appellate court.

I just argued my first case today in front of the Eighth Circuit Court of Appeals in St. Louis, Missouri. I think it went well. No marks on me that I know of. Maybe they're saving that for the decision.

Link to Missouri Scorecard

A State Scorecard on Long-Term Services and Supports for Older Adults, People with Physical Disabilities,