Medicaid Bootcamp | Safe Spend Down Strategies

Wednesday, Nov. 9 | 12:00PM-1:00PM | ZOOM Webinar

Join Attorney Greg VanDeusen and Melissa Mitchell with Heritage Life Story to learn:

Quick and Easy spend down with Funeral Planning
Difference between countable and non-countable assets
Is it OK to purchase a new car?
Should the mortgage, credit card debt or auto loans be paid off

Presented by

Greg VanDeusen

Attorney

About Greg: Greg is passionate about helping families avoid nursing home poverty by designing Estate Plans to accomplish the client’s goals and wishes. Greg is part of our Medicaid team, providing families options and strategies, to preserve assets while getting Medicaid approval. Prior to joining Carrier Law, Greg spent over 18 years representing individuals at the administrative level and in Federal Court who filed benefit claims under the Social Security Act. His success in this complex area of the law was attributed to his attention to detail, persuasive oral and written argument and, above all, his strong work ethic.

Melissa Mitchell

Advance Planning Advisor

About Melissa: Melissa has served several thousand families by helping plan their final arrangements. A natural people person, she has developed programs and groups that support widows and grieving families. She possesses an expertise on Medicaid planning as it pertains to funerals and burials and holds the necessary licensing required by the State of Michigan.

See the full list of Medicaid Bootcamp webinars

REGISTER Now!

Sign up now and join us for this Medicaid Bootcamp Series ZOOM Webinar. Once you have registered, you will receive an email with details on how to access the webinar.

Wednesday, Nov. 9 at Noon

Two hours that can change your life.

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.
Sue Van Sluyters
All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.
Sally Brown
The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.
Mike Visser
I was totally lost when my husband's dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.
Dorothy Kelley
Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) - great experience. Thank you!
Linda & Gary Yakubowski
My husband and I just returned from your workshop in Portage...We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.
Robyn Bolle
Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!
Patti Smith
We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.
Delores