Off The Clock

Off The Clock

By Procino-Wells & Woodland, LLCEducation
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Off The Clock episodes

  • Crisis Asset Protection Planning for a Married Client

    Michele Procino-Wells and Amber Woodland are together in this episode to expand on some of our most strategic client matters - crisis asset protection planning for a married couple when one or both spouses have a current need for long term care. Listen in to hear them discuss some of the strategies we implement and some of the myths we debunk. 

    44 min
  • Crisis Asset Protection Planning for a Single Client

    Michele Procino-Wells and Danielle Marvel use this episode to discuss asset protection planning strategies for unmarried people during a current need for long term care. They review the concept that it's never too late to plan, even if there is a current need for any level of long term care, and highlight the typical outcomes for a single client matter.

    39 min
  • Intermediate Asset Protection Planning

    Michele Procino-Wells and Amber Woodland work together in this episode to describe intermediate planning strategies.  Occasionally, families approach asset protection planning but neither have a current need for long-term care, or five years or more to plan ahead for long-term care.  This episode explores some strategies that could work to begin sheltering assets from the costs of long term care while anticipating that health needs might change in the near future.

    28 min
  • Irrevocable Asset Protection Trusts

    Michele and Amber introduce Irrevocable Asset Protection Trusts as a legal tool to help families shelter assets from the costs of long term care.  Listeners will understand a long list of benefits and reasons that a family would want to incorporate this estate planning document into their overall estate plan.

    31 min
  • Meet Your Local Assisted Living Facility

    Dean Reid and Melissa Heverin from a local assisted living facility, Milford Place, are with us today to discuss this intermediate level of long term care.  This conversation clarifies the ideal candidate for the assisted living setting, the incredible benefits that residents experience, and the intentional ways that the Milford Place team helps families stay connected.

    33 min
  • Veterans Benefits

    Amber Woodland and Danielle Marvel are back in this episode to discuss Veterans Benefits.  They cover the intricacies of qualifying for the Veterans Aid & Attendance Pension Benefit that for some families provides an added source of income to help cover long term care needs.

    19 min
  • Medicaid Long Term Care Myths

    There are so many myths about the Medicaid Long Term Care program that we dedicated a whole episode to dispelling them!  Michele Procino-Wells is back with our Client Services Director, Meagan Sekscinski, to correct the most commonly believed myths about Medicaid LTC and elder law.

    34 min
  • EP 23: The Virtual Dementia Tour with BrightStar Care

    Special episode! We're pleased to welcome Regional Director of Marketing and Community Outreach, Christina Wingate-Spence of BrightStar Care, to discuss The Virtual Dementia Tour. This unique training is a proven approach to building a better understanding of dementia through the use of sensory props and instruction. The VDT helps caregivers and professionals understand what it might feel like to experience Alzheimer's, dementia or related cognitive impairments so that they can be more empathetic in the care they provide and be empowered with tools to take a different approach.

    21 min
  • Medicaid Long Term Care Benefits

    Amber Woodland is excited to introduce our Elder Law Department Manager, Danielle Marvel, in this episode.  Danielle is a wealth of knowledge and incredibly helpful in explaining the "three-part test" to become eligible for the benefit, the process of applying, and several nuances in the world of Medicaid planning.

    32 min
  • The Basics of Elder Law

    Amber B. Woodland and Michele Procino-Wells discuss the basics of elder law.  This conversation explains the three primary levels of long term care, the average cost of care in our communities and the goals of asset protection planning.  This episode also discusses the projected outcomes of this type of planning.  Spoiler alert - the outcomes are incredible.

    28 min

About Off The Clock

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An estate planning podcast by Procino-Wells & Woodland, LLC.