As an additional service, John provides his clients with the option of planning for their long-term care.
This planning will generally take the form of providing guidance and assistance with the application process for Medicaid or other governmental assistance programs. Throughout this process, he works closely with the individual, and their current caregivers, to help ensure the individual’s goals are met while efficiently qualifying for the desired assistance program.
The following are some examples of the type of Medicaid planning and asset protection services which John provides for his clients:
- Review and interpretation of Medicaid laws, rules and regulations
- Transferring assets to qualify for Medicaid
- Asset transfers between spouses
- Disability Trusts
- Discretionary Trusts
- Special Needs Trusts