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Minimizing ALTCS Missteps Through Proactive Estate Planning, 04/03/2024, On Demand More info »
Minimizing ALTCS Missteps Through Proactive Estate Planning, 04/03/2024, Self-Study Audio Download More info »
Webinar

Minimizing ALTCS Missteps Through Proactive Estate Planning


Total Credits: 1.5 CLE

Average Rating:
   29
Categories:
Probate & Estate Planning |  Mental Health and Elder Law
Faculty:
David I Karp |  Lawrence Shafer
Format:
Audio and Video
Co-Sponsored by:
Co-Sponsored by the State Bar of Arizona's Probate & Trust Law Section

Dates


Description

This webinar aims to arm attorneys who have limited knowledge of ALTCS (Arizona Long Term Care System) with the ability to identify ALTCS-related issues their clients might need to address.  

We will cover proactive estate planning steps to take to avoid client ALTCS issues later, how to help clients avoid or minimize estate recovery, what steps clients who might need ALTCS in the future can take ahead of time to simplify the process, things clients who might eventually need ALTCS should avoid to prevent future ALTCS application issues and several other ALTCS tips.

Faculty:
David Karp, Law Office of David I. Karp, PLLC
Lawrence Shafer, Law Office of David I. Karp, PLLC
 

Handouts

Faculty

David I Karp Related Seminars and Products


David I. Karp is an estate planning and elder law attorney practicing in Tucson, Arizona and has been the principal attorney of the Law Office of David I. Karp since 2010. Dave earned his JD from the University of Arizona James A. Rogers College of Law in 2009. Law is actually Dave’s second career. After graduating the University of Michigan in 1991 with a B.S.E in Industrial and Operations Engineering, Dave worked for the Department of the Navy in logistics and project management, was a business consultant with the skills he learned at the Navy and was a stay-at-home dad with his youngest child.

Dave is blessed to be married to his wife Iris for 29 years and have two children. His daughter, Adina, teaches second grade at Tucson Hebrew Academy and his son, Corey, will start medical school in August. Dave is also grateful to be able to work with an amazing team at the law office.


Lawrence Shafer Related Seminars and Products


Mr. Shafer earned a Bachelor of Science from the School of Social and Behavioral Sciences at Northern Arizona University, Flagstaff, Arizona in 1992 and an A.A.S., Administration of Justice degree from Phoenix College, Phoenix, Arizona, 1988.

As the Owner of Arizona Medicaid Planning Services, Phoenix, Arizona from December 1998 to January 2022, he has assisted clients with developing and implementing strategies to qualify for Medicaid through the Arizona Long Term Care System (ALTCS) program.
Prior to owning his own company he was employed as an Arizona Long Term Care System (ALTCS) Program Specialist for the Law Offices of Chester B. McLaughlin, Phoenix, Arizona from June 1996 to December 1998 where he assisted clients with developing and implementing plans to qualify for Medicaid through the Arizona Long Term Care System (ALTCS) program.

Larry began his career as a Program specialist working for the State of Arizona. During that time he worked for the Department of Economic Security and then later for the Arizona Health Care Cost Containment System where he made eligibility determinations for the Arizona Long Term Care System (ALTCS) program. Larry left state service believing he could do more for families as an advocate; advising and assisting them through the daunting ALTCS eligibility process.

As of January 2022, Larry has since joined the Law Office of David I. Karp, PLLC., located in Tucson, Arizona, as the firm's Public Benefits Coordinator working with state benefits such as ALTCS as well as VA Aid and Attendance. Larry continues to work with clients from all around the state of Arizona.


Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 29

Comments

Michael G

"Material was excellent, too bad the session was so short, as some of that could have used more attention."

Nancy K

"Very understandable and helpful"

Benjamin W

"Very well presented."

Rebecca H

"Great organization and presentation of information and scenarios"

Caroline P

"For a topic that I consider very complicated, the presentation of information and materials was easy to follow and understand."

Scott W

"Very clear and concise. I am grateful they did not try to explain the details too much."

Colton J

"Great information and simply explained. "

Kimberly H

"One of the best CLE programs I have attended. Packed with information and presented concisely. "

Michael K

"Might be the best Medicaid skilled nursing program I've attended. Excellent, very receptive to questions."

Sally S

"Stayed focused and presented in logical manner for audience level of subject knowledge"