In this report you will learn about:
• Medicaid Planning for Single vs. Married Applicants
• Transferring Real Property without Jeopardizing Medicaid Eligibility
• Life Estates
• Asset Valuation- Fair Market Value under DRA
• Using Life Insurance to Spend Down
• Interstate Transfers
• Protecting Veterans Benefits
• The Gifting Powers in Powers of Attorney
Agenda
Faculty
Barry Jones, J.D., LL.M.
Pettis, Barfield & Hester P.A.
- Shareholder in the Jackson, Mississippi office of Pettis, Barfield and Hester, P.A.
- Member of the firm’s trusts, estates and personal planning services team
- Concentrates his practice in the areas of state and federal taxation, including individual, nonprofit and business tax planning, estate and gift tax planning, compliance and tax controversy; business law, including general corporate, contracts, business entity formation, liquidation, merger, reorganization, acquisition and securities law exemptions; employee benefits, including qualified plans, nonqualified deferred compensation, stock option plans and welfare benefit plans; estate planning; estate administration; asset protection planning; and elder law
- Achieved the highest rating with Martindale-Hubbell Law Directory
- Adjunct professor for Mississippi College School of Law
- Listed in Best Lawyers in America in the areas of elder law, tax law and trusts and estates
- Listed in Mid-South Super Lawyers in the areas of estate planning, elder law and business and corporate law
- Accredited Estate Planner by the National Association of Estate Planners and Councils
- Conducts regular seminars and webinars in his areas of practice
- J.D. degree and LL.M degree in taxation, Emory University School of Law; Certified Public Accountant
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