
AAEPA Training Presentation: Medicaid Magic: Help Clients Through Tough Times and Boost Your Bottom Line
- May 19, 2023
- American Academy of Estate Planning Attorneys
AAEPA Training Presentation: Medicaid Magic: Help Clients Through Tough Times and Boost Your Bottom Line
Presented By:
Tim Crisafulli, Esq., LL.M and Erach Screwvala, Esq.
Presented to American Academy of Estate Planning Attorneys
May 19, 2023
Overview
Attorneys Timothy Crisafulli and Erach Screwvala will present a five-hour session regarding incorporating Medicaid into your practice along with the benefits of using the MPS Medicaid System. They will discuss the underlying philosophy of offering Medicaid planning for your clients, and provide a walk through of the HotDocs based Medicaid Qualification templates.
Here’s what to expect:
- Identify the benefits – for your clients and your business – of incorporating Medicaid into your practice
- Walk through different case studies with the Medicaid Qualification templates
- Learn guidelines for entering information into the Medicaid System
- Discover common spend-down techniques
- Explore tips and marketing ideas for expanding your Medicaid presence

Lawyers with Purpose: Practice with Purpose Training
- April 23 – April 26, 2023
- American Academy of Estate Planning Attorneys
Lawyers with Purpose: Practice with Purpose Training
Presented By:
Tim Crisafulli, Esq., LL.M and Adam O’Dell, Esq.
Presented to LWP Members, Attorney’s, Legal Staff
April 24 – April 26, 2023
Overview
A 3-day intensive training session for attorneys and legal staff that includes:
- Day 1 Mastering Medicaid
- Day 2 Mastering Client Attraction & Retention
- Day 3 Mastering Trust Design

So Things Didn’t Go as Planned… Transitioning from a Pre‐Plan to a Crisis and Tackling other Medicaid Hurdles
- December 8, 2022
- American Academy of Estate Planning Attorneys
So Things Didn’t Go as Planned… Transitioning from a Pre-Plan to a Crisis and Tackling other Medicaid Hurdles
Presented By:
Tim Crisafulli, Esq., LL.M and Erach Screwvala, Esq.
Presented to American Academy of Estate Planning Attorneys
December 8, 2022
Overview
- Introductions, Housekeeping and Goals of the Session
- Review of Medicaid Fundamentals
- Case Study – Jane Brown
- Walkthrough – Jane Brown
- Spousal Considerations in a Crisis
- Case Study –Mr. & Mrs. Green
- Common Funding Issues
- Debrief

PSY 320. Aging and Adult Development
- November 16, 2022
- Le Moyne College
PSY 320. Aging and Adult Development
On November 16th, 2022, Tim presented the course “PSY 320. Aging and Adult Development” with professor Shawn Ward. The course included the following topics:
- Staying in Control
- Protecting Life Savings
- Taking Care of Loved Ones
- Ethics
- Guardianships, Key documents such as POA’s, HCP’s
- Long-term care, Chronic and Community Medicaid
- How assets are transferred.
How to Pay for Long-Term Care: Understanding Your Options
- November 9, 2022
- Zoom
How to Pay for Long-Term Care: Understanding Your Options
The Office of Aging and Caregiver Services of Onondaga County is pleased to announce a Zoom Class Series for those who currently care for older, or disabled persons, or may become caregivers in the future. These LIVE, video presentations are open to the public.
Legal & Financial Issues for Caregivers – Two Part Series
Part 2: “How to Pay for Long-Term Care: Understanding Your Options
Date & Time: Wednesday November 9th from 5:30pm-7:00pm
In this class attendees will gain a better understanding of how to preserve assets from the costs of long-term care. Benefits provided by private insurance, Medicare, and Medicaid will be compared. Options for anyone facing long-term care costs will be reviewed and discussed for both those with plenty of time to begin advanced care financial planning to those who are already residing in a nursing home.
Estate Planning and Administration Basics: What You Need to Know
- November 2, 2022
- Zoom
Estate Planning and Administration Basics: What You Need to Know
The Office of Aging and Caregiver Services of Onondaga County is pleased to announce a Zoom Class Series for those who currently care for older, or disabled persons, or may become caregivers in the future. These LIVE, video presentations are open to the public.
Legal & Financial Issues for Caregivers – Two Part Series
Part 1: “Estate Planning and Administration Basics: What You Need to Know”
Date & Time: Wednesday November 2nd from 5:30pm-7:00pm
This class will provide an easy-to-understand overview of estate planning and administration including identifying and preparing key estate planning documents such as wills, trusts, health care proxies, and powers of attorney. Participants will be able to identify key issues associated with planning, maintaining control over health care, financial decision-making, and probate.