Medicaid Planning

McLane Middleton assists clients with asset preservation and asset protection for themselves and their families in anticipation of applying for long-term care through the Medicaid program.

Federal and state Medicaid rules are restrictive in terms of the applicant’s allowable resources and income in order to become Medicaid eligible. Our attorneys have significant experience in asset protection strategies, such as Medicaid-Qualifying Irrevocable Trusts, Special Needs Trusts, conversion of assets into income through the use of Medicaid-Qualifying Annuities, Personal Care and Service Agreements, as well as other spend-down techniques that allow for transfers of assets to family members without violating Medicaid gifting rules.  We frequently work with clients when preparing and filing New Hampshire and Massachusetts Medicaid applications, meeting with caseworkers for applicant resource assessments, as well as successfully litigating denials of Medicaid benefits.

Paul-Call-to-Action

For additional information, contact Christopher Paul, chair of the firm's Trusts and Estates Department.