Estate Planning and MaineCare

Join Attorney Martha McLean for an Estate Planning Presentation. Topics include MaineCare planning, including protecting assets while qualifying for MaineCare, asset and income limitations, excluded assets, transfer penalties, and estate recovery. The Estate Planning segment of the presentation will include: understanding how assets pass at death, probate and non-probate transfers, an explanation of wills and powers of attorney for healthcare and finances, the role of personal representatives, agents and trustees and trust based planning.