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Brian Borellis

Brian Borellis, Attorney at Law

Brian Borellis

Brian Borellis, Attorney at Law

Brian Borellis

Brian Borellis, Attorney at Law

About Brian Borellis:

He has written extensively on the subject of trusts, estate planning, and Medicaid planning strategies and techniques. He has co-authored the book Kentucky Medicaid Eligibility Guide for Nursing Home Care concerning Medicaid eligibility strategies and advance planning which was published in 2001 by Guiding Light Publications. In addition, his publications Irrevocable Trusts: Tax Aspects and Practical Considerations, 1988, 1991, and Estate Conservation Planning, 1996, 2003 and 2009, all published by the University of Kentucky Press, are widely used by attorneys and law libraries throughout the State of Kentucky. Mr. Borellis has been a regular speaker at the annual Mid-South Estate Planning Conference sponsored by the University of Kentucky College of Law.

In addition, he has pending an extensive review in both paper and on DVD format pertaining to Medicaid Planning in Kentucky. This material is scheduled for release in early 2010 as part of the UK Monograph Series, a collection of treatises written by individual Kentucky lawyers on subjects of interest to the Kentucky Bar.

He is a frequent speaker before professional groups including social workers, nursing home administrators, and lawyers. He has lectured and published with the National Business Institute, Half Moon Seminars, and Medical Educational Services on the subjects of Kentucky Medicaid and Medicaid Planning, Kentucky Elder Law. Mr. Borellis has frequently published in the Louisville area Business First, and the Louisville Courier-Journal on the same subjects.

Most recently, Mr. Borellis has been featured for five consecutive years in the March “Best Lawyers in Louisville” issue of Louisville Magazine. He has once again been recognized as a leading attorney in the elder law area by the “Best Lawyers in America” which is the oldest and highly respected peer-review publication in the legal profession.

Firm Description

Mr. Borellis is an attorney with offices at 802 Stone Creek Pky # 8, Louisville, Kentucky 40223.

He has been practicing law in Louisville since 1987 in the area of estate planning, following six years experience in estate and trust administration with two large trust institutions. His practice concentrates in the area of estate planning, trust and estate administration, with a significant emphasis on elder law and Medicaid eligibility planning.

Hours

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Cost

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What Is an Elder Law Attorney?

Main Office

802 Stone Creek Pkwy.
Suite 8
Louisville, KY 40223


Medicaid 101
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

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How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

READ MORE
How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

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Estate Recovery: Can Medicaid Take My House After I’m Gone?

If steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.

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Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.

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Are Adult Children Responsible for Their Parents’ Care?

Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

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Applying for Medicaid

Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

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Alternatives to Medicaid

Medicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.

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ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

READ MORE
Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

READ MORE
Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Long-Term Care Insurance

Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

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Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

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Retirement Planning

We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

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Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

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Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

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Special Needs Planning

Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

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Veterans Benefits

Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

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