The Medicaid Asset Protection Trust is one of the most important tools for elder law attorneys to help their clients pre-plan for the cost of long-term care. Trustees and their attorneys have many options to leverage trust assets to ensure they are fulfilling their fiduciary obligations. Although the trust is irrevocable, it does not mean that trust assets have to remain stagnant.
Join ElderCounsel and Frank Melia from Quontic Bank as he walks through the Home Equity Conversion Mortgage (HECM) program and its utilization with a Medicaid Asset Protection Trust (MAPT).
Mr. Melia has in-depth experience with HECM’s and how they can be utilized with Medicaid Asset Protection Trusts.
Who Should Attend: Attorneys and staff using Medicaid Asset Protection Trusts in their proactive Medicaid planning practices.
Opportunities Utilizing the Medicaid Asset Protection
Trust and a Home Equity Conversion Mortgage
Tuesday, November 9 at 2:00 p.m. ET
45 minute webinar with 15 minute Q&A
Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.
Frank Melia has worked in the financial services industry since 1990 and was a financial advisor for the first 10 years of his career.
He has built a successful track record as a loan officer, with a focus on both residential and commercial lending. In 2007, Frank received his certified mortgage planning specialist designation from the CMPS Institute in Ann Arbor, MI.
Today, he offers guidance on a range of lending products, such as purchase and refinance loans, reverse mortgages, commercial financing, construction loans, and portfolio lending programs. Viewed as an expert on the mortgage industry, Frank can be heard on “Ask the Lawyer with Mike Connors,” a weekly radio program broadcast on AM 970 The Answer and AM 570 WMCA in New York City.