Protecting What You've Built: Asset Protection Planning for Long-Term Care

Schedule

Wed May 06 2026 at 06:30 pm to 08:00 pm

UTC-04:00

Location

Offices of McFadden Bushnell | Shaker Heights, OH

Advertisement
Learn how to protect your assets from long-term care costs. Covers Medicaid trusts, the 5-year look-back, and essential estate documents.
About this Event

Join McFadden Bushnell for an informative evening designed to help seniors and their families understand one of the most critical — and often overlooked — areas of elder law: protecting your assets from the potentially devastating costs of long-term care.

Whether you're planning ahead or navigating a loved one's care needs right now, this session will walk you through practical strategies used by elder law attorneys every day.

What We'll Cover:

  • Medicaid Asset Protection Trusts (MAPTs) Not all trusts are created equal. We'll take an in-depth look at how irrevocable trusts can be structured to shield your home and savings from long-term care costs — while still allowing you to benefit from those assets during your lifetime.
  • Medicaid Eligibility Rules Qualifying for Medicaid is more complex than most people realize. We'll break down the asset and income thresholds that vary by state, explain what counts (and what doesn't), and help you understand where you stand.
  • The 5-Year Look-Back Period One of the most misunderstood rules in elder law — and one of the most consequential. We'll explain how Medicaid scrutinizes asset transfers made in the five years before an application, how penalty periods are calculated, and what you can do now to avoid costly mistakes later.
  • Essential Estate Planning Documents Every adult over 18 should have these in place — and most don't. We'll cover the financial power of attorney, health care power of attorney, HIPAA release, living will, will, and when a trust makes sense for your situation.

Wine and refreshments will be provided. Seating is limited, so reserve your spot early.

This session is hosted by the attorneys of McFadden Bushnell, an elder law, estate planning, and special needs law firm. This event is educational in nature and does not constitute legal advice.

Advertisement

Where is it happening?

Offices of McFadden Bushnell, 20600 Chagrin Boulevard, Ste. 805, Shaker Heights, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Icon
Know what’s Happening Next — before everyone else does.
McFadden Bushnell LLC

Host or Publisher McFadden Bushnell LLC

Ask AI if this event suits you:

Discover More Events in Shaker Heights

Annual Bloom & Buzz: Unveiling of the Turf
Fri, 08 May at 05:30 pm Annual Bloom & Buzz: Unveiling of the Turf

3401 Tuttle Road , Shaker Heights, OH, United States, Ohio 44122

MUSIC KIDS
Mothers' Day Tea and  Cookie Decorating Class
Sat, 09 May at 02:00 pm Mothers' Day Tea and Cookie Decorating Class

Lizzie’s Bakery Nut Free

WORKSHOPS
Special Needs Planning: Drafting a Memorandum of Intent
Wed, 13 May at 06:30 pm Special Needs Planning: Drafting a Memorandum of Intent

Offices of McFadden Bushnell

Calm Kids at Van Aken District - May
Sat, 16 May at 10:00 am Calm Kids at Van Aken District - May

Van Aken District

KIDS NONPROFIT
Vibe & Sound
Sat, 21 Mar at 11:00 am Vibe & Sound

M Frierson Therapy

HEALTH-WELLNESS
Estate Planning Essentials: Sip & Learn
Thu, 02 Apr at 06:30 pm Estate Planning Essentials: Sip & Learn

Offices of McFadden Bushnell

Jumpin' Into Easter Cookie Decorating Class
Sat, 04 Apr at 02:00 pm Jumpin' Into Easter Cookie Decorating Class

Lizzie’s Bakery Nut Free

WORKSHOPS EASTER
"Spring Awakening" Opening Day
Thu, 09 Apr at 11:00 am "Spring Awakening" Opening Day

Shaker Lakes

WORKSHOPS KIDS
Introduction to Modern Calligraphy
Thu, 09 Apr at 06:00 pm Introduction to Modern Calligraphy

Van Aken District

ART FINE-ARTS
Stewardship and Your Backyard
Thu, 09 Apr at 06:00 pm Stewardship and Your Backyard

2600 South Park Blvd, Cleveland, OH, United States, Ohio 44120

Strong AND Soft \u2014 Women\u2019s Group Coaching: Stop Overworking + Keep Your Edge
Sat, 11 Apr at 12:00 pm Strong AND Soft — Women’s Group Coaching: Stop Overworking + Keep Your Edge

Join at the link in the description

WORKSHOPS SPORTS
Sips & Nibbles
Sat, 11 Apr at 06:00 pm Sips & Nibbles

13108 Shaker Square, Cleveland, OH, United States, Ohio 44120

CONCERTS WORKSHOPS
Reclaimed Garden Workshop
Thu, 16 Apr at 06:00 pm Reclaimed Garden Workshop

Reclamation

WORKSHOPS
Calm Kids at Van Aken District
Sat, 18 Apr at 10:00 am Calm Kids at Van Aken District

Van Aken District

KIDS NONPROFIT
OHIO | 24 FOIL PLACEMENT & CONTENT CREATION
Sun, 19 Apr at 10:00 am OHIO | 24 FOIL PLACEMENT & CONTENT CREATION

Andrews Colour Atelier

WORKSHOPS ENTERTAINMENT
LCGR Spring Community Forum with Eric Hudson at Laurel School
Mon, 20 Apr at 07:00 pm LCGR Spring Community Forum with Eric Hudson at Laurel School

Laurel School

BUSINESS
Special Needs Planning:  The Basics
Wed, 22 Apr at 06:30 pm Special Needs Planning: The Basics

Offices of McFadden Bushnell

Estate Planning for LGBTQ+ Individuals
Thu, 23 Apr at 06:30 pm Estate Planning for LGBTQ+ Individuals

Offices of McFadden Bushnell

Housing Court Resource Fair
Thu, 30 Apr at 04:00 pm Housing Court Resource Fair

3450 Lee Road, Shaker Heights, 44120

What's Happening Next in Shaker Heights?

Discover Shaker Heights Events