Medicaid & Nursing Planning

Our team has two main planning strategies with it comes to Medicaid Planning. Pre-planning and Crisis Planning. With pre-planning, we utilize several different methods that allow us to set aside and protect assets in a way that they are still accessible for clients as they need them, but the assets are also protected after the 5 year/60-month Medicaid look back period.

When pre-planning is done correctly, DHS is unable to penalize applicants for assets or deny Medicaid assistance.
Pre-planning also has the added benefit of protecting a client’s assets from lawsuits and litigation, family disputes, and probate. Crisis planning becomes necessary when a client has not previously done any pre-planning and has reached the point of admitting to a Nursing Home or Assisted Living Facility.

Through the Federal and State guidelines, we generally can protect a large portion of their assets and get them qualified for Medicaid at the Nursing Facility or Assisted Living. Every client and their situation is unique and our team creates a plan tailored to their situation to protect as many assets while achieving eligibility for assistance through the Medicaid programs.