Jeffrey G. Marsocci, attorney and financial advisor, frequently holds Medicaid Workshops to highlight some of the ins and outs of proper Medicaid planning. Medicaid qualification is a complex, often confusing, and ever-changing process that if handled incorrectly can unnecessarily waste tens or even hundreds of thousands of dollars. While no workshop can provide all of the answers, the right professionals can help you:

  • Avoid catastrophic mistakes caused by widespread myths such as retitling property and accounts into children’s names
  • Establish a systematic financial and legal plan to qualify for Medicaid while preserving assets
  • Find out, at no cost, how much can be saved with proper Medicaid planning for your particular situation

Every case is different, and, unlike many other areas surrounding government benefits, one mistake can be fatal to qualifying for Medicaid and the cost of that mistake can be measured in tens or hundreds of thousands of dollars. To attend a Medicaid Workshop presented by Mr. Marsocci, please RSVP to his financial office at 919-521-5440.

Upcoming Seminars