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We delve into an issue that comes up in LOTS of cases and is a planning tool in many cases.  We don't discuss planning just yet but in Part one we cover the basics up to the "Penalty Period".  Let me know if you have questions at [email protected]

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Not every state requires an Qualifying Income Trust but if you practice in a state that does have an Income Cap, you MUST understand Miller Trusts.  They are simple in concept but very complicated in their function and their importance.  Join me here to learn about these tricky devices.

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One of the basic concepts you have to understand when advising a client for Medicaid is income.  You must understand the income rules and you must be able to distinguish what is income and what are  assets.  Here I discuss income and some of it's intricacies when it come to  married applicants.

Questions or Comments?  Email me at [email protected]

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In episode 3, I discuss assets in general and what Medicaid counts and what they don't count.  Here, I discuss one of the more confusing aspects of Medicaid (especially in the public's eye) is jointly held assets.  How does Medicaid look at an asset that is owned by the applicant and another person.  

Medicaid views it differently if the other owner is a spouse or a non-spouse.  They even look at it differently depending on the asset and even how the asset is titled.  This episode jumps into one of the more complicated issues in Medicaid.  Let me know what you think at [email protected].

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This is the very basic starting point in Medicaid planning.  You must know what Medicaid is going to look at for the person applying for Medicaid.  Here, I discuss a person's assets and then lay out what is countable and what is not countable.  

If you are new to Elder Law, start here to get a good foundation and then continue as I progress through the process.  You can email me at [email protected].  I would love to hear from you.

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I address this early in the series, is it ethical to "plan for Medicaid"?  I hear this periodically from people and even from other attorneys and Judges.  I address the issue and use my most popular argument that in my mind and everyone I have told this to sees that Medicaid planning is ethical and helps people that really do need it by leveling the playing field for those with moderate assets.  Listen and let me know what you think at [email protected].  

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In this episode I discuss what Elder Law is and why you may want to transition your practice to Elder Law.  It's a great practice field and I encourage you to at least look into it.  Subscribe to my podcast and you will get all the information you need to become proficient in Elder Law.

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Todd explains the fact that documents for seniors need to have specific language in order to protect their estate from long Term Care costs. 

Check out our new website www.TheElderLawCoach.com.