Shows
The Listen to Lawrence Podcast SeriesMedicaid RecertificationsLearn what a Medicaid Recertification is, when you will receive it, and what you have to do when you receive it! Properly responding to the recertification is crucial in order to ensure your Medicaid coverage does not lapse.
2023-10-2516 minThe Listen to Lawrence Podcast SeriesWhat is Care and Case Management?This is a very comprehensive explanation of what care and case management is all about. If you have a loved one that requires care either in the home or in a facility, this is the perfect podcast for you. Learn about options, financing, and solutions that can provide care and peace of mind for all involved.
2023-10-2516 minThe Listen to Lawrence Podcast SeriesCrucial Documents Everyone Should HaveEstate Planning can sound daunting but you have to start somewhere! This podcast will talk about the most important, basic documents that everyone should have, what they are, what they do and what would happen if you don't have them in place.
2023-10-2512 minThe Listen to Lawrence Podcast SeriesFirst, Consider Long Term Care InsuranceHow to finance long-term care for a loved one is a popular topic for a very good reason -- it is expensive and can exhaust assets that you've worked a lifetime to acquire. Listen to Lawrence explain what Long-term care insurance is, how it works, how you can qualify, the different policies, and what to do if you cannot afford it or do not qualify to receive it.
2023-10-2518 minThe Listen to Lawrence Podcast SeriesWhat is a Life Estate?The Life Estate! Is it right for me? What are the disadvantages? What are the advantages? Join Lawrence for an easy-to-understand description of what a life estate actually is, how it works, and how to know if it's right for you. This strategy is all too often recommended when there are better options available depending on your personal situation. Listen to Lawrence and Learn!
2023-10-2514 minThe Listen to Lawrence Podcast SeriesThe Listen to Lawrence Podcast: Trusts -- Part 2Listen to Lawrence Davidow, the Managing and Senior Partner of the Elder Law, Special Needs and Estate Planning firm, Davidow, Davidow, Siegel & Stern continue his discussion on Trusts. Part 2 will get into further detail regarding how to set up a trust and the reasons why certain trusts can protect you and your children from creditors, divorce, and general irresponsibility among many other things. This podcast will also explain how to use trusts for children with Special Needs commonly referred to as a Special Needs Trust or a Supplemental Needs Trust so their government benefits will not be jeopardized.
2023-03-0910 minThe Listen to Lawrence Podcast SeriesThe Listen to Lawrence Podcast: Community Medicaid UpdateLawrence Davidow, Managing and Senior Partner of the Elder Law, Special Needs and Estate Planning firm, is joined by his partner, Michelle Jablonsky, to discuss Community Medicaid (also known as Homecare Medicaid) updates and review allowances for eligibility. The focus will be on exactly what Community Medicaid is, how you can become eligible, and what services are covered. They will discuss the 3 financial tests as well as the medical assessment that is needed to be approved in detail.
2023-03-0918 minThe Listen to Lawrence Podcast SeriesThe Listen to Lawrence Podcast: Pooled Income TrustsLawrence Davidow, Managing and Senior Partner of the Elder Law, Special Needs and Estate Planning firm, Davidow, Davidow, Siegel & Stern, is joined by his partner, Michelle Jablonsky to discuss Pooled Income Trusts. Discover exactly what this trust is, how it is used, why it is used, and if it is right for you. Specifically geared for Medicaid eligibility purposes, the trust allows a way to have funds that are over the limit deposited and used for certain expenses. There are many different ways these trusts can be set up depending on the entity managing the trust.
2023-03-0915 minThe Listen to Lawrence Podcast SeriesThe Listen to Lawrence Podcast: Trusts -- Part 1Lawrence Davidow, Managing and Senior Partner of the Elder Law, Special Needs and Estate Planning firm, Davidow, Davidow, Siegel & Stern, breaks down into simple terms the definition of a Trust. After the concept is explained, Lawrence will detail reasons to use trusts, reasons not to use a trust, Revocable vs. Irrevocable, Living vs. Testamentary Trusts, how it must be funded, and much more. If you are starting the Estate Planning process and have heard about trusts but don't know what they are and if you need one, this is the perfect podcast for you.
2023-03-0910 minThe Listen to Lawrence Podcast SeriesThe Listen to Lawrence Podcast: Why you need to word your deeds correctly!Lawrence Davidow, Managing and Senior Partner of the Elder Law, Special Needs, and Estate Planning firm of Davidow, Davidow, Siegel & Stern will discuss the importance of having your deed language written correctly to avoid future disasters. Learn about the different forms of ownership and how they can affect the sale and/or inheritance of a jointly owned home. Some concepts that will be discussed are the usage of the terms Tenants in Common, Joint Tenancy with Right of Survivorship, Tenancy by the Entirety, and Life Estate.
2023-03-0912 minThe Listen to Lawrence Podcast SeriesThe Importance of Planning for Second MarriagesSit back and listen to why you should seriously consider planning if you or your spouse are in a second marriage. Assets from either spouse in a second marriage do not pass automatically to those who may or may not be entitled making for a sticky situation that can be completely eliminated with careful planning. When one spouse dies, the children of the deceased spouse may be disinherited if no planning was done to protect them. Assuming that the living spouse will do the "right" thing is taking a big risk. Listen to Lawrence explain what can be done to e...
2021-09-2910 minThe Listen to Lawrence Podcast SeriesIncluding a Special Needs Trust in your WillCreating a Special Needs Trust for a child or grandchild is a terrific idea. It will provide peace of mind and protect them from losing any of their benefits when they inherit assets that you want to leave to them. The creation of a Special Needs Trust can be done within the parameters of your will but you have to be aware of how this works now and at your demise. Listen to Lawrence discuss in very simple language what a special needs trust is, why you should consider creating one, and how it works.
2021-09-2912 minThe Listen to Lawrence Podcast SeriesFederal Gift and Estate Tax ExemptionsGifting. How much can you gift? How often can you make gifts? How does it affect my taxes? Do I have to file a gift tax return? These are just some of the questions that will be clearly answered in this podcast. The rules and limits keep changing and it's best to stay on top of the information so you have options and know how to use them.
2021-09-2907 minThe Listen to Lawrence Podcast SeriesDon't screw up your trusts!Revocable Trusts...Irrevocable Trusts...Medicaid Trusts...Funding a trust...Using assets from a trust...it's ALL so confusing and if you are unsure of what to do you can completely undo all the good you were trying to do! In other words, you need to understand the objectives of your trust and how whatever you do may influence its effectiveness. Listen to this podcast: "Don't screw up your trusts!" so you can truly understand how they work.
2021-09-2912 minThe Listen to Lawrence Podcast SeriesThree Misconceptions of MedicaidMedicaid planning, Medicaid eligibility, and Medicaid application are all notoriously confusing, complex, and daunting. The process can be overwhelming but what's worse is the perception and the erroneous information that is out there causing unnecessary stress and concern. This podcast highlights three of the most common misconceptions regarding the Medicaid program and why they are so misleading. These are common misconceptions that will be cleared up during the discussion.
2021-09-2912 minThe Listen to Lawrence Podcast SeriesShould I set up a Revocable Trust to Avoid Probate?Listen to Lawrence discuss whether or not it's necessary to set up a Revocable Trust just to avoid Probate. He'll first explain what Probate is and how it works which will allow you to understand if a Revocable trust is right for you.
2021-07-0112 minThe Listen to Lawrence Podcast SeriesAre assets that were put in a revocable trust over 5 years ago protected from Medicaid?Listen to Lawrence go through the specifics of how to protect assets from Medicaid in cases you need to apply for eligibility. He will dispel the myths and explain how the use of certain and specific trusts can accomplish your goals.
2021-07-0105 minThe Listen to Lawrence Podcast SeriesShould I transfer my house into my children's names to protect it from Medicaid?Listen to Lawrence address this serious and often misguided concept in great detail. You will learn what happens if you do transfer the title of your home and the ramifications of such a serious decision. Lawrence will also offer alternative solutions that will accomplish your goals.
2021-07-0107 minThe Listen to Lawrence Podcast SeriesIs the Medicaid lookback still 5 years?Recent changes to Medicaid have caused confusion and concern. Listen to Lawrence discuss what the Medicaid lookback is, how it works and how it is about to change for at-home care.
2021-06-2407 min
The Listen to Lawrence Podcast SeriesIf I already have a Health Care Proxy do I also need a Living Will?Welcome to “Listen to Lawrence” presented by Lawrence Eric Davidow, Senior and Managing Partner of Davidow, Davidow, Siegel and Stern, one of the first and most successful Elder Law, Special Needs and Estate Planning firms on Long Island. This podcast series is based on his “Listen to Lawrence” seminars and will teach you how to plan in advance to protect your own assets and those that you leave to your children and grandchildren. Mr. Davidow is a Past President of the National Academy of Elder Law Attorneys, a published author, and an accomplished and educational speaker so sit back and Listen...
2021-05-1308 min