Do You Know the Latest
Advance Medicaid Planning Strategies?

Whether you’ve been practicing estate planning for 3 or 23 years, it is important that you keep up with the current planning strategies available to your clients.

More importantly, with the shifts in the estate planning industry - - between the numerous forms of low-priced competition, as well as the increased permanent estate tax exemption and reduced need for estate tax planning and trust administration - - the reality is that the average estate planning practice must begin to move into Elder Law, including Medicaid planning, right away. It’s not only the way to survive in the future, but it’s also an opportunity to thrive!

People are living longer these days, which means that more and more clients require planning for the increasingly burdensome cost of nursing home care. As a result, it’s important that you know all of the latest planning strategies for your clients long before they ever enter a nursing home.

Join us and nationally renowned estate planning attorney and elder law expert, Louis W. Pierro, Esq., for an in-depth, plain-English presentation entitled, “Advance Elder Law Planning (Well Before Entering Long-Term Care) - - In More Detail”.

During this 90-minute program, you will learn:

  • How to have the “Longevity” conversation with clients
  • The key components in designing and drafting a MAPT (Medicaid Asset Protection Trust)
  • How your basic estate planning documents will need to be “tweaked” to support the MAPT
  • How to integrate insurance products (like long-term care and hybrid life insurance policies) into your planning
  • How the “Special Needs ILIT” can come into play
  • And much more!
  • Program Title: Advance Elder Law Planning (Well Before Entering Long-Term Care) – – In More Detail
  • Speaker:
  • Duration: 90 Minutes

Louis W. Pierro

Louis W. Pierro

Louis W. Pierro is the founder and principal of Pierro, Schaeffer & Connor, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. Mr. Pierro has been selected to the Best Lawyers in America, the Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV Preeminent rating from the Martindale-Hubbell since 2001. In addition, Mr. Pierro is Best Lawyers 2014 Lawyer of the Year in Elder Law for the Capital Region. He served as an adjunct professor at Siena College, where he lectured on Estate Planning from 1987-1995, and has lectured extensively on Estate Planning and Elder Law to professional groups across the country.

Mr. Pierro has served as Chair of the Estate Planning Committee, and Committee on Taxation of the Trusts & Estates Section, and the Elder Law Section, of the NYS Bar Association, and he is currently a member of the Elder Law Section Executive Committee. He is founder and Director of Elder Counsel, a national organization of Elder Law and Special Needs law firms, which provides proprietary document drafting software and education to over 800 member firms in all 50 states. He is also President & CEO of Advocates Planning Group LLC, an attorney membership organization dedicated to providing a range of support services to attorneys who prepare and maintain sophisticated trust plans for clients, with a focus on Delaware law. He is currently a member of the National Academy of Elder Law Attorneys; the American Bar Association, Probate and Trust Section; the NYS Bar Association Trusts and Estates and Elder Law Sections; and the Albany County Bar Association (Chair, Elder Law Committee 1993-1998). He has served as a Director of the Estate Planning Council of Eastern New York, Inc.; Senior Services of Albany, Inc.; Alzheimer’s Association of Northeast New York, Colonie Youth Center and McAuley Residence.

A graduate of Lehigh University and Albany Law School, Mr. Pierro was admitted to the New York State Bar in January of 1984, and is licensed to practice in all New York State Courts, the US Supreme Court and the Second Circuit Court of Appeals.


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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This program is the second program of a special 3-part teleconference series entitled, “Everything You Need to Know About Adding Elder Law & Medicaid Planning to Your Practice”. This series will give everything you need to know about how to add IRA Beneficiary Trust planning to your practice and includes the following 3 programs:

For more information about the series and to take advantage of a special bundle price for registering for all 3 programs, click here.