“Start the planning process early. And, get help. Get advice from someone who does elder law work, as well as your investment advisor and your accountant.”

Summary:

What happens if you outlive your assets? Does everyone qualify for Medicaid, and how does it work? The threat of long-term care expenses is a daunting proposition, and in this episode, we unload the many uncertainties about Medicaid.

In this episode, Cathleen speaks to Denis Dillon, the Director of Trusts & Estates for McLean Law Firm. Dillon has helped hundreds of families navigate and plan for their future. In this episode, Dillon helps us understand how it can protect people’s assets from the peril of long-term care expenses and gives directives on the Medicaid planning process.

Show notes:

Denis is a member of the Trusts & Estates Department and practices in the areas of taxation, estate planning, probate law, and elder law, including Medicaid planning. He handles all aspects of federal and state taxation including income taxation, and estate and gift taxation. He also advises clients concerning sophisticated tax, business, succession, and estate planning.

Denis received his LL.M. Taxation from Boston University School of Law (1997), J.D. from Western New England College School of Law, Cum Laude, (1992), and an M.B.A. from Nichols College (1989). He began his career as a tax attorney in 1992, and before joining McLane Middleton, he practiced law in Boston.

Links:

• Dillon in LinkedIn: P.Dillon
• Check out the CMS, health & human services: https://www.cms.gov/

What’s next?

Did the episode spark any questions, thoughts, or comments on Medicaid? Share them with us at info@seniorityauthority.org or find us on your favorite social media platform.

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