The Elder Law Coach

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It's crucial that you know who the client is.  In no other area of the law is this such a strange concept.  However, in Elder Law you have to know who the client is and make sure everyone else knows who the client is.  Some Elder Law Attorneys think differently on this topic so this is not the "end all" discussion of the topic but it is something you should think about and resolve in your practice if you want to be a proficient Elder Law Attorney.

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This information is GOLD.  The information in this podcast will teach you how to help clients on a whole different level!!!!!!  When a client meets the qualifications for an exempt transfer, you should recognize it and advise them of the exemption.  Helping them with exempt transfers will pretty make sure they hire you to make sure it's done correctly.  These rules really do help clients and you need to know it.  Questions or comments can be sent to [email protected]

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This is CRUCIAL to working with clients that have gifting in their past or if you use gifting to plan for Medicaid.  This episodes discusses and explains the Penalty Period and how to make sure you start the penalty.  Questions to [email protected]

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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.

Check out our new website www.TheElderLawCoach.com.