Michael R. G.

Estate Planning Attorney, part-time

About

Estate Planning/Healthcare Attorney with 13 years of experience and expertise in counseling federal and state healthcare programs regarding contracting, developing regulations, state legislation, and spending utilization. Advise individuals and families in estate planning matters for eight years on a part time basis. Expertise: Wills and Estate Planning | Healthcare Law and Regulations | Government Contracting | Federal, state, and local statutes compliance | Project Management | Leadership | Research and Analysis • Selected by Daily Record editorial leadership team with input from the community to Estates and Trust Power List for 2024. • In-depth knowledge of probate, tax, estate planning, corporate law and healthcare laws.

Country

United States

City

Pikesville

Industry

Law Practice

Skill

Mediation, Preparation of Wills, Inheritance Tax Planning, Probate, Estate & Gift Taxation, Estate Planning, Probate Administration, Corporate Law, Healthcare Law, Policy Analysis, Policy, Public Policy, Community Outreach, Government, Program Development, Litigation, Public Speaking, Non-profits, Public Health, Teaching

Experience

Estate Planning Attorney, part-time

Michael R. Goldstein, Esquire

2020-9 - Present · 6 yrs 1 mo

Washington DC-Baltimore Area

Draft wills and estate planning documents for individuals and families. Draft operating agreements, special needs trusts, and records deeds. Advise clients in setting up LLCs and non-profits. Build relationships with banks, financial advisors, CPAs, and other attorneys. Former insurance agent and financial planner (2003-2010). • Provide excellent service to clients as evidenced by strong Google reviews. • Serve in a leadership role for elder law and disability rights for Maryland State Bar Association (MSBA).

Health Insurance Specialist/Analyst

Centers for Medicare & Medicaid Services

2012-2 - Present · 14 yrs 8 mos

Baltimore, Maryland Area

Manage $100 million grant program to reduce uninsured rate of consumers in 35 states in which the federal government operates the Marketplace. Mediate disputes as a collateral duty between management and employees in agencies outside HHS as a shared neutral mediator. • Reduced uninsured rate in Texas by 5% in 2024. • Received accolades from leadership for improving collaboration and communication with internal and external stakeholders by leading monthly calls with federal grant entities, government contractors, and regional offices. • Led 15-member team from three regional offices and local CMS staff to develop a site visit protocol for the Navigator Program. The site visits increased compliance with CMS regulations and improved spending of taxpayer dollars by 15%. Received Honorable Mention for CMS Honor Award for the site visit. • Improved transition from Marketplace to Medicare for seniors by developing effective communication and technical assistance materials. Reduced late-enrollment penalties and APTC repayments by beneficiaries. • Hold grantees accountable for their goals and assure compliances with terms and conditions of grant award. • Developed rulemaking and led team in responding to public comments for price transparency initiative to lower health care prices. • Reported on impacts of proposed and new state health care legislation so CMS could properly regulate states. Received group director award for this analysis.

Education

University of Baltimore School of Law

Law

Internships: • Maryland Office of the Attorney General, Courts and Judicial Affairs and Consumer Protection Division • Disability Benefits Legal Assistant in the Social Security Administration’s Office of General Counsel • Judicial Intern, Office of Administrative Hearing, State of Maryland