Mastering the Essentials of Estate and Medicaid Planning for Legal and Financial Professionals
This comprehensive course is designed to equip attorneys, financial advisors, and other professionals with advanced strategies and practical knowledge in estate and Medicaid planning. Amidst a rapidly aging population and changing legal landscape, the necessity for proactive asset protection and thoughtful estate management has never been more critical. Participants will delve into the intricacies of estate planning, focusing on the integration with Medicaid rules and regulations, to ensure effective safeguarding of assets against potential long-term care costs.
Colleen is a Partner at Zacharia Brown and practices in the areas of Medicaid Planning and Eligibility, Veterans’ Benefits, Asset Protection Planning, and related Estate Planning and Estate Administration issues. Colleen is admitted to practice law in the Commonwealth of Pennsylvania and before the Pennsylvania Supreme Court. She is also accredited by the Veteran’s Administration to represent veterans in their claims before the Department. Colleen received her undergraduate degree from the Pennsylvania State University and her law degree from Duquesne University where she was a member of the Women’s Law Association, a student member of the Pennsylvania Bar Association, a member of Phi Alpha Delta law fraternity, and the recipient of the 2006 CALI award for excellence in the area of Estates and Trusts. Colleen is a member of NAELA and PAELA. Prior to her legal education, Colleen worked at St. Francis Hospital in Pittsburgh and Three Rivers Health Plans in Monroeville, now part of United Health Plans. Colleen is a frequent lecturer on elder law topics and has taught various seminars including continuing education classes for lawyers, accountants, and nursing home administrators. Colleen enjoys speaking to community groups around the Pittsburgh area and can be heard broadcasting for Pittsburgh Elder Law on KDKA 1020 am every other Saturday at 12:00 noon
