VanarelliLaw

Video 1 Topics include: • Strategic transfer of assets • Prudent estate planning technique • Guardian fiduciary duty to incapacitated ward • Power of attorney and the need for guardianship • Power of attorney types • Power of attorney gifting permission • Power of attorney authority • Guardian gifting permission • Guardian and Medicaid planning requests • Guardian’s fiduciary duty • Guardianship status types • Guardian and the power to make a will • Guardian and public assistance planning • Guardian and estate planning Presented by: Donald Vanarelli, Esq. Law Office of Donald D. Vanarelli, Westfield, NJ 908-232-7400

Video 2 Topics include: • Case law framework for Medicaid planning • Marsh v. Scott • In re Trott • In re Keri • The guardianship application • The guardianship hearing • Certification of assets • The guardianship brief • Verified complaint requirements • Verified complaint requirements for Medicaid • Verified complaint and Trott factors • Verified complaint and AIP estate plan Presented by: Donald Vanarelli, Esq. Law Office of Donald D. Vanarelli, Westfield, NJ 908-232-7400

Video 3 Topics include: • Transfer of home to community spouse • Transfer of home to caregiver child • Transfer of home to disabled child • Transfer of home for fair market value • Transfer of liquid assets • Q and A Presented by: Donald Vanarelli, Esq. Law Office of Donald D. Vanarelli, Westfield, NJ 908-232-7400