Protect your assets while potentially qualifying for Medicaid long-term care benefits.

Our Medicaid Asset Protection Trust service includes:

- Comprehensive consultation to understand your assets and long-term care goals

- Creation of a customized irrevocable trust designed to protect your assets

- Guidance on which assets to transfer into the trust

- Assistance with selecting trustees and beneficiaries

- Detailed instructions for trust funding and management

- Coordination with your financial advisors (if applicable)

What you'll receive:

1. Customized Medicaid Asset Protection Trust document

2. Asset transfer instructions and guidelines

3. Trustee duties and responsibilities outline

4. Summary of Medicaid look-back periods and eligibility rules

5. Digital copy of all completed documents

Flat Fee: Starting at $3500

Key benefits:

- Potential qualification for Medicaid while preserving assets for heirs

- Protection of assets from nursing home and long-term care costs

- Maintain income from assets placed in trust

- Avoid probate for trust assets

- Provide for seamless management if you become incapacitated

Why consider a Medicaid Asset Protection Trust:

- Planning for potential long-term care needs

- Preserving assets for your spouse or heirs

- Concerned about the high costs of nursing home care

- Want to ensure quality care without depleting all assets

Our process:

1. Initial consultation to assess your situation and goals

2. Customized trust design and document preparation

3. Review session to explain trust mechanics and implications

4. Execution of trust documents with proper witnessing/notarization

5. Guidance on initial trust funding and ongoing management

Disclaimer: The $3500 flat fee covers standard Medicaid Asset Protection Trust preparation. Complex estates or unusual circumstances may require additional services at extra cost. We will provide a clear fee structure after our initial consultation.

Important: Medicaid rules are complex and subject to change. This trust should be created well in advance of needing long-term care due to look-back periods.

Ready to explore how a Medicaid Asset Protection Trust can safeguard your assets? Schedule your consultation today.

Note: This trust is part of a specific long-term care strategy. We recommend discussing your overall estate planning needs to ensure comprehensive coverage.

Preserve government benefits while providing for supplemental needs through a community-based trust solution.

Our Pooled Income Trust service includes:

- Consultation to assess your eligibility and needs

- Assistance with selecting an appropriate pooled trust organization

- Preparation of joinder agreement or other necessary documents

- Guidance on funding the trust

- Explanation of trust rules and permissible expenditures

- Coordination with government benefit programs

What you'll receive:

1. Completed joinder agreement or enrollment documents

2. Summary of trust rules and beneficiary rights

3. Guidelines for requesting distributions

4. Overview of applicable government benefit rules

5. Digital copies of all completed documents

Flat Fee: Starting at $2,500

Key benefits:

- Maintain eligibility for means-tested benefits (e.g., Medicaid, SSI)

- Professional trust administration

- Lower setup and maintenance costs compared to individual trusts

- Ability to provide for supplemental needs and enhance quality of life

- Option for individuals with smaller estates or limited funds

Who might benefit:

- Individuals receiving government benefits

- Persons with disabilities

- Elderly individuals needing long-term care

- Those with limited assets who still need trust protection

Our process:

1. Initial consultation to determine suitability of a pooled trust

2. Selection of appropriate pooled trust organization

3. Preparation and review of necessary documents

4. Assistance with trust enrollment process

5. Guidance on initial funding and ongoing management

Disclaimer: The stated flat fee covers standard pooled trust enrollment assistance. Complex situations may require additional services at extra cost. We will provide a clear fee structure after our initial consultation.

Important: Pooled trusts are managed by nonprofit organizations, not our firm. Rules and investments are determined by the trust administrator.

Ready to explore how a Pooled Income Trust can help you maintain benefits while providing for supplemental needs? Schedule your consultation today.

Note: While pooled trusts offer many benefits, they may not be suitable for everyone. We'll help you determine if this is the right option for your situation.

Protect government benefits while providing additional support for your loved one with special needs.

Our Supplemental Needs Trust service includes:

- In-depth consultation to understand the beneficiary's needs and circumstances

- Customized trust document creation (First-Party or Third-Party)

- Guidance on selecting appropriate trustees

- Explanation of permissible trust expenditures

- Coordination with government benefit programs

- Instructions for proper trust funding and administration

What you'll receive:

1. Personalized Supplemental Needs Trust document

2. Trustee guidelines and responsibilities outline

3. Summary of applicable government benefit rules

4. Funding instructions

5. Digital copy of all completed documents

Flat Fee:

- First-Party Trust: Starting at $3,500

- Third-Party Trust: Starting at $2,800

Key benefits:

- Preserve eligibility for means-tested government benefits (e.g., Medicaid, SSI)

- Provide for supplemental care and quality of life enhancements

- Protect assets from creditors or legal judgments

- Ensure proper management of assets for the beneficiary's lifetime

- Potential tax advantages (for Third-Party Trusts)

Types of Supplemental Needs Trusts:

1. First-Party Trust: Uses the beneficiary's own assets

2. Third-Party Trust: Funded by parents, grandparents, or others

Our process:

1. Initial consultation to assess needs and determine appropriate trust type

2. Customized trust design and document preparation

3. Review session to explain trust mechanics and administration

4. Execution of trust documents with proper witnessing/notarization

5. Guidance on initial funding and ongoing management

Disclaimer: The stated flat fees cover standard Supplemental Needs Trust preparation. Complex situations or unusual circumstances may require additional services at extra cost. We will provide a clear fee structure after our initial consultation.

Important: Government benefit rules are complex and subject to change. Proper trust administration is crucial to maintaining benefit eligibility.

Ready to secure your loved one's financial future while preserving vital benefits? Schedule your consultation today.

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Note: This trust is a specialized tool. We recommend discussing your overall estate planning needs to ensure comprehensive coverage for all family members.

Plan ahead to protect your assets and ensure eligibility for Medicaid long-term care benefits.

Our Medicaid Proactive Planning service includes:

- Comprehensive assessment of your current financial situation

- Analysis of potential future care needs and costs

- Development of a customized Medicaid planning strategy

- Guidance on asset protection techniques

- Explanation of Medicaid eligibility rules and look-back periods

- Assistance with legal document preparation (e.g., trusts, asset transfers)

What you'll receive:

1. Personalized Medicaid planning strategy report

2. Asset protection recommendations

3. Timeline for implementing planning steps

4. Summary of relevant Medicaid rules and regulations

5. Necessary legal documents based on your strategy

6. Digital copies of all completed documents and reports

Flat Fee: Starting at $3,000

Key benefits:

- Maximize the assets you can protect

- Potentially qualify for Medicaid benefits sooner

- Understand and navigate complex Medicaid rules

- Preserve resources for spouse or heirs

- Gain peace of mind about future long-term care needs

Who should consider proactive Medicaid planning:

- Individuals nearing retirement age

- Those with family history of need for long-term care

- People wanting to protect assets for a spouse or heirs

- Anyone concerned about potential nursing home costs

Our process:

1. Initial consultation to gather financial and health information

2. Analysis of your situation and development of planning options

3. Strategy presentation and discussion

4. Implementation of chosen planning techniques

5. Preparation of necessary legal documents

6. Ongoing guidance for executing the plan

Disclaimer: The stated flat fee covers standard Medicaid proactive planning. Complex estates or unusual circumstances may require additional services at extra cost. We will provide a clear fee structure after our initial consultation.

Important: Medicaid rules are complex and subject to change. Early planning is crucial due to look-back periods and potential penalties for asset transfers.

Ready to start planning for your future long-term care needs? Schedule your Medicaid planning consultation today.

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Note: This service is part of a comprehensive approach to estate and elder law planning. We recommend discussing your overall needs to ensure full protection of your assets and care.

Formalize caregiving arrangements with a legally sound agreement, protecting both caregiver and care recipient.

Our virtual Caregiver Agreement service includes:

- Initial video consultation to understand your caregiving situation

- Customized agreement drafting tailored to your specific arrangement

- Guidance on proper compensation structure

- Explanation of potential tax and Medicaid implications

- Digital delivery of the completed agreement

- Review session via video call to explain the document

What you'll receive:

1. Customized Caregiver Agreement

2. Digital copy of the agreement

3. Written execution instructions

4. Summary of key terms and considerations

5. Follow-up email support for questions

Flat Fee: $1,200

Key benefits:

- Clarify expectations and responsibilities

- Establish fair compensation for services

- Potentially preserve Medicaid eligibility

- Reduce family conflicts

- Provide legal protection for both parties

Our process:

1. Schedule a video consultation

2. Discuss your caregiving arrangement and needs

3. Draft and prepare your customized agreement

4. Conduct a video review session to explain the document

5. Provide guidance on proper execution and implementation

Disclaimer: Our flat fee covers standard Caregiver Agreement preparation. Complex situations may require additional services at extra cost. We will provide a clear fee structure after our initial consultation.

Important: Our practice is strictly virtual. We do not provide in-person services or court appearances. Clients are responsible for proper execution of documents and any necessary filings or notifications.

Ready to formalize your caregiving arrangement? Schedule your virtual consultation today.

Note: This service focuses on document preparation. For specific tax advice or Medicaid application assistance, you may need to consult with additional professionals.