Medicaid Applications & Asset Protection
Eligibility planning, the look-back period, and trust tools handled through a partner attorney.
What it is and who it helps
Applying for Medicaid is not as simple as filling out a form. It requires a deep review of income, assets, and financial history. Asset protection involves using legal tools to preserve your life savings while still meeting Medicaid's strict financial limits. This often includes strategies like pooled income trusts or irrevocable trusts.
How LiFEC helps
Our team takes the burden off your shoulders. We gather the documents, handle the application, and monitor its progress, whether you need care at home or nursing home care. For asset protection, all legal and trust work is securely handled by an independent partner attorney, ensuring everything is done correctly and legally to protect your family's future.
Is this you?
- You have savings and want to know how to protect them before applying.
- You need to set up a pooled income trust to meet income limits.
- You are overwhelmed by the Medicaid application paperwork.
- You want the peace of mind that an experienced attorney is overseeing the trust work.
Find out if you qualify
Eligibility depends on many factors. Even if you think you have too much saved, you may still qualify with proper planning. Let us review your situation at no cost.