Public Benefits / Medicaid Planning for Asset Protection

PUBLIC BENEFITS / MEDICAID PLANNING for ASSET PROTECTION

An attorney giving Medicaid planning advice must have accurate information about the client – family information, medical information and financial information. Client goals must also be ascertained. It is also critical to know the client’s marital status. Medicaid planning strategies for married clients differ substantially from those available to the single client. Another important factor is whether the client needs crisis planning because he or she is already residing in a nursing home, or whether the client, through mentally or physically impaired, can still reside at home with assistance or in an assisted living facility. The attached Medicaid planning questionnaires elicit all necessary information. Clients should bring the completed form to the initial client interview. The questionnaires are annexed here –

For married clients – Confidential Client Questionnaire for Public Entitlement and Asset Protection Planning (Married)

For single, widowed and divorced clients – Confidential Client Questionnaire for Public Entitlement and Asset Protection Planning (Single, Widowed and Divorced)