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Basic Estate Planning

With Steven Malach, Partner and Attorney, Lipson|Neilson

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Steve Malach, Partner and Attorney at Lipson|Neilson, discusses the specifics of wills, trusts, medical and financial power of attorney, guardianships and conservatorships, and the unavoidable...
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Medicaid Demystified
Laurie Blume

Medicaid Demystified

With Lynn Socci, COTA/L, CMP™

Lynn Socci, COTA/L, CMP™, founder of Medi-Asset Protect, discusses the ins and outs of Medicaid, the single largest source of long-term care payments in the U.S. Learn about eligibility and medical requirements, spend down rules, state variations of Medicaid, and smart planning in order to be accepted into the Medicaid program for long-term facility care or home care services.



Lynn Socci, COTA/L, CMP™is a Certified Medicaid Planner and is passionate about helping families who are overwhelmed by the many moving parts of long-term care and Medicaid.

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