Estate Tax and Medicaid Asset Protection Planning Presentation

Financial Advisor Linda M. Ferreira of Edward Jones will host guest speakers Eric R. Oalican and David Corliss on Wednesday, February 24 from 11:00 am to 1:00 pm at the Grist Mill Tavern located at 390 Fall River Avenue, Seekonk, MA.  The presentation will occur from 11:00 am to 12:00 pm followed by a complimentary lunch and a question and answer session.

Mr. Oalican is a local elder law attorney specializing in asset protection planning.  He is a frequent lecturer and published author in his field and a member of the National Academy of Elder Law Attorneys and the Massachusetts and Rhode Island Bar Associations.

Mr. Corliss is the Long Term Care Regional Director for Pacific Life.   He advises on the benefits of long-term care insurance and life insurance as part of a comprehensive asset protection plan.

This seminar provides an overview of common asset protection planning strategies designed to minimize estate taxes and preserve assets from the potentially catastrophic costs of long-term nursing home care.

During this presentation, you will learn:

  • How to protect your home from a Medicaid lien.
  • Strategies to eliminate or minimize federal and Massachusetts estate taxes.
  • How long-term care insurance and other types of insurance protect assets from long-term care costs.

Seating is limited.  Please RSVP by February 19 to Jean at (508) 336-4606 or