Download or read book The Medicaid Planning Guidebook written by Michael Anthony and published by . This book was released on 2020-04-26 with total page 478 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Medicaid Planning Guidebook (Fourth Edition) is the most definitive book in print on the subject of long-term care Medicaid Planning. The Guidebook was created to help advisors provide the best possible advice to their clients with this difficult and complexsubject matter. The book covers in detail: * Medicaid Eligibility Rules - Rules and planning strategies for all 50 states and the District of Columbia (including uniqueMedi-Cal rules and special Medi-Cal case studies).This Guidebook contains over 1500 long-term care Medicaid law and casecitations from every state. * Top Medicaid Planning Techniques - Every proven technique for advisors to use when planning for long-term careMedicaid eligibility is described in detail with formulas and examples which have been updated to include the mostrecent state of Medicaid Planning in the US. * Medicaid Asset Rules - Learn what assets are countable and non-countable towards the asset limit when applying forMedicaid and strategies to protect assets from the Medicaid spenddown. * Medicaid Income Rules - Learn the income limits and share of cost calculations for long-term care Medicaid recipientsand the proper use of a Qualified Income Trust to help qualify someone for Medicaid. * Spousal Impoverishment Rules - Learn about special rules designed to help protect assets for the benefit of theCommunity Spouse. * Transfer Penalties - Learn about the Medicaid lookback and penalties for transfers of resources, which transfers applyand how to plan using transfer rules to your advantage. * Trusts, Annuities, and Promissory Notes - Learn the proper use and role of these vital tools to help protect assets andimmediately qualify for Medicaid, including an expansive section on the use of annuities in Medicaid Planning. * Estate Recovery - Learn what the government is entitled to recover upon the death of someone who receivedassistance through Medicaid and the most effective techniques to avoid loss of assets to recovery. This Guidebookincludes a full survey of state laws and rules on estate recovery. * Advocacy Opportunities and Practical Examples - Learn practical ways to use existing rules to your clients qualifyfor long-term care Medicaid and how to preserve the maximum amount of assets. * Additional Benefits - The Fourth Edition contains a completely new chapter on other benefits andservices available beyond nursing home care and special rules to access those programs. Help your clients avoid spending more than the law requires on the cost of long-term care by learning Medicaid Planningwith the most comprehensive textbook ever written.
Download or read book How to Protect Your Family s Assets from Devastating Nursing Home Costs written by K. Gabriel Heiser and published by MedicaidSecrets.com. This book was released on 2006 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by an elder law attorney with over 23 years experience, this book will help anyone with a family member faced with a long-term stay in a nursing home who wishes to preserve at least some of their assets by qualifying for the Medicaid program. You dont have to be broke to qualify! For the first time ever, the inside secrets of high-priced estate planning and elder law attorneys are revealed. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the reader through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life clients situation. The book includes tips on: how to title your home so you do not lose it to the state; how to make transfers to family members that wont disqualify you from Medicaid; how annuities make assets disappear; smart tricks for spending down your assets; what to change in your will to save thousands of dollars if your spouse ever needs nursing home care; avoiding the states reimbursement claim following the nursing home residents death; and much more. Completely up-to-date, the book includes the massive changes made by the Deficit Reduction Act of 2005 as well as the December 2006 Tax Relief and Health Care Act amendments.
Download or read book Planning for Long Term Care written by United Seniors Health Council (USHC) and published by McGraw Hill Professional. This book was released on 2002-05-09 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: Comprehensive overview of every kind of long-term care service; how to decide which option is best for you or your loved one; everything you need to know about your financial options.
Download or read book Medicaid Asset Planning by the Elderly written by Joel C. Dobris and published by . This book was released on 1989 with total page 32 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Medicaid Planning written by K Gabriel Heiser and published by Phylius Press. This book was released on 2024 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2024 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 1, 2024, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. The two chapters on Veterans' Pension benefits (rules and planning techniques) have been completely updated to reflect the new transfer, lookback, and penalty periods that now apply to VA applications. Completely annotated with all case citations and statutory references given in over 560 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
Download or read book The Medicad Handbook written by Sean W. Scott and published by Attorney Sean W. Scott, Esq.. This book was released on 2008 with total page 121 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Medicaid Handbook by elder law attorney Sean W. Scott contains invaluable information and guidance on using Medicaid to pay for nursing home care. The Medicaid Handbook explains the complex Medicaid eligibility process in simple easy-to-understand language. It contains illustrations and diagrams of key concepts and areas of interest including income trusts, spousal diversion and look-back periods. Discusses the legal way to avoid being impoverished by nursing home costs. Shows the reader how to save assets, the house, car, and way of life and still obtain long-term nursing care. Up-to-date information includes the most recent federal Medicaid law changes. Contains information and eligibility criteria for all 50 states.
Download or read book Medicaid Planning From A to Z 2021 Ed written by K. Gabriel Heiser and published by Phylius Press. This book was released on 2021 with total page 540 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book.
Download or read book Medicaid Planning written by K Gabriel Heiser and published by . This book was released on 2020 with total page 538 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2020 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 1, 2020, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. The two chapters on Veterans' Pension benefits (rules and planning techniques) have been completely updated to reflect the new transfer, lookback, and penalty periods that now apply to VA applications. Completely annotated with all case citations and statutory references given in over 560 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
Download or read book Pennsylvania Medicaid Asset Planning written by and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Ettinger on Elder Law Estate Planning written by Michael Ettinger and published by CreateSpace. This book was released on 2010 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Elder Law Estate Planning" is a niche area of law which combines the features of elder law and estate planning that pertain most to the needs of the middle class. In 1991, AARP published a "Consumer Report on Probate" concluding that probate was a process to be avoided. That marked the end of traditional will planning and started the "living trust revolution." Since then, millions of people have set up trusts to: * Save time and money in settling the estate * Avoid legal guardianship if they become disabled * Avoid having their personal and financial matters made public * Reduce the chance of a "will contest" * Keep control in the family and out of the court system By 1990, the field of elder law also emerged to help people navigate the increased complexity of state Medicaid rules and regulations, the soaring costs of nursing home stays, and the fact that people were living considerably longer. Elder law and estate planning continue to grow independently of each other, sometimes to the detriment of clients. Estate planning lawyers are of little value when the estate plan to avoid probate fails to prevent a nursing home stay consuming all of the assets, because the lawyer is unfamiliar with elder law. On the other hand, elder law attorneys often protect assets but overlook basic estate planning issues such as saving taxes and keeping assets in the blood. The practice of Elder Law Estate Planning means: * Getting your assets to your heirs, in the best possible way, with least amount of taxes and legal fees * Keeping those assets in the blood for your grandchildren, and * Protecting your assets from the costs of long-term care and qualifying for government benefits available to pay for care. Middle class clients today need an "elder law estate planning attorney" to address their estate planning needs as well as to help with long-term care, disability and Medicaid issues as they arise.
Download or read book Medicaid Planning From A to Z 2022 Ed written by K. Gabriel Heiser and published by Phylius Press. This book was released on 2021 with total page 542 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2022 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 1, 2022, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. The two chapters on Veterans' Pension benefits (rules and planning techniques) have been completely updated to reflect the new transfer, lookback, and penalty periods that now apply to VA applications. Completely annotated with all case citations and statutory references given in over 560 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
Download or read book Medicaid Planning From A to Z 2015 written by K. Gabriel Heiser and published by . This book was released on 2015-02-01 with total page 536 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2015 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 31, 2015, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. Completely annotated with all case citations and statutory references given in over 500 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
Download or read book Pennsylvania Medicaid Asset Planning written by and published by . This book was released on 2021 with total page 190 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Medicaid Asset Planning written by Charles L. Consagra and published by . This book was released on 2019 with total page 141 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Baby Boomer s Guide to Estate and Medicaid Planning written by Jon A. Iverson and published by . This book was released on 2005 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt: While estate and Medicaid planning can be overwhelming and intimidating, this resource demystifies all the complexities with an emphasis on lifetime planning--health care powers of attorney, living wills, financial powers of attorney, long-term care insurance, and guardianships. Living trusts are discussed in detail, including fiduciary duties, the manner in which trusts are taxed, and the characteristics of trusts versus wills. The ins and outs of long-term care insurance, such as the likelihood of coverage needs and the effect of inflation on costs and benefits, are also explained. Finally, an extensive section on Medicaid provides succinct information for families of wealthy and modest means.
Download or read book Medicaid Planning A to Z 2019 Ed written by K. Gabriel Heiser and published by Phylius Press. This book was released on 2019 with total page 538 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2019 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 1, 2019, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. The two chapters on Veterans' Pension benefits (rules and planning techniques) have been completely updated to reflect the new transfer, lookback, and penalty periods that now apply to VA applications. Completely annotated with all case citations and statutory references given in over 560 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
Download or read book Louisiana Medicaid Asset Planning written by Julie R. Johnson and published by . This book was released on 2021 with total page 103 pages. Available in PDF, EPUB and Kindle. Book excerpt:
