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Please print the documents below fill them out as fully as possible and bring them with you to your initial appointment.
Prior to the meeting, we will send you the EPA (Estate Planning Assessment) and the other documents that are available for download above. It is very important that you bring these with you to your meeting so we can have all of the information we need to properly advise you.
The initial meeting may last several hours, it is designed to meet seven specific objectives:
If you engage the Law Firm for services we will set up a follow up due-diligence meeting and set a date to execute any legal documents needed.
A Miller Trust is a legal device used to forgive a Medicaid applicant for being over the Monthly Income Cap of $2,205.00.
Absolutely! The Medicaid Estate Recovery Program will lay a claim to mom or dad's assets if they do not plan accordingly.
Yes, but by doing so it will cause transfer penalties and could prevent your loved one from receiving Medicaid benefits.
It is a property deed that reserves a life estate for the grantor while conveying a future contingent remainder interest that is revocable. This deed is used to protect the applicant's home from recovery.
No, the home is exempt from spend-down if there is an intent to return home. Seek legal counsel about Medicaid Estate Recovery.
Minimum of $3,090.00, however there is no maximum limit.