LTC and Medicaid Trust planning
Join us for an in-depth program designed for professionals seeking practical strategies to help families prepare for the realities of long-term care in the era of the “Silver Tsunami.” As 10,000 Americans turn 65 each day and demand on healthcare and long-term care systems accelerates, this session focuses on proactive planning that protects both assets and family well-being.
Leni Webber licensed insurance agent specializing in long term care with ACSIA Partners will examine how long-term care insurance can be used as a powerful, tax-advantaged tool within a comprehensive planning strategy. The discussion emphasizes real-world application, demonstrating how thoughtful planning can preserve wealth, reduce risk, and create better outcomes for families.
In Part II, Rebecca S. Spinner, Esq., an experienced estate planning and elder law attorney with Surprenant, Beneski & Nunes, P.C., delivers a focused presentation on the rules, consequences, and primary strategies for asset protection using Medicaid and trusts. Tailored to a professional audience, this segment moves beyond foundational definitions to concentrate on the “why”—including strategic decision-making, tax considerations, and risk management—equipping attendees with actionable insights to better advise clients facing long-term care and estate planning challenges.
Speaker bios:
Rebecca S. Spinner, Esq. is a Senior Associate Attorney at Surprenant, Beneski & Nunes, P.C., an estate planning and elder law firm with offices serving the Cape Cod and South Shore region (Hyannis, New Bedford, Easton, & Plymouth). Rebecca specializes in elder law and asset preservation planning, focusing on protecting her clients from the high costs of long-term care. She works closely with other attorneys, financial advisors, and planners to make sure her client’s assets are safe. Rebecca is an active member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNaela) and the Massachusetts LGBTQ Bar Association.
Leni Webber CLTC, CLU, MSW
Leni’s life-altering experience as a caregiver for her mother initially led her to
the long- term care insurance field. It also strengthened her resolve to present
realistic, genuine long term care solutions for others. Since then Leni has
become a knowledgeable long term care insurance expert and is a member of
one of the nation’s largest and most successful long term care brokerages,
ACSIA Partners.
Leni is committed to letting others know the options available so that they can
make the best possible plans and avoid catastrophic financial loss and
emotional upheaval. Her article, “COVID-19 And Long Term Care Planning”,
co-authored with Margie Barrie, appeared in the March 2021 issue of Broker
World. She was recently cited in Think Advisor, in an article regarding uses of
long term care insurance with affluent clients. She has presented to law firms,
financial planning firms and financial planning organizations on numerous
occasions.
