We counsel our clients on long-term care planning - addressing both long-range and immediate needs. Seniors and their families, when presented with life-altering situations due to medical or other conditions, are often overwhelmed, even confused, by the process of qualifying and obtaining Medical Assistance (Medicaid) and other benefits.
Spousal Medicaid rules differ from Individual Medicaid rules. But all Long-term Care Medicaid involves a 5-year “look back” period which requires disclosure of all financial transactions during the five years before an application is submitted. Prior to initiating a Medicaid application, we meet with the client for a thorough intake to assess eligibility. If needed, we recommend strategies for spending down excess assets and maximizing (or minimizing) income to reach allowable Medicaid levels.
Our Medicaid team handles the process so that the client can focus on caring for their ailing or disabled loved one. Prior to submission of an application, we review, collate, and prepare the application materials. We take the time to address potential “red flags” based upon the information the client provides before we present the Medicaid Application to the Medicaid Unit. Our competent paralegals work closely with clients, assisting with obtaining documents and managing the application process. We clarify issues and follow up with the Unit case worker. And we represent the applicant throughout the process until Medicaid benefits are approved.