20 Questions

Questions to Ask Elder Care Lawyer About Medicaid

Essential questions to ask when consulting with an elder care lawyer about Medicaid planning to protect assets and ensure proper care coverage for aging parents.

1

What are the current Medicaid eligibility requirements for long-term care in our state?

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Why this works

Understanding state-specific requirements helps you determine if your loved one qualifies for Medicaid benefits and what planning is needed.

2

How can we protect our family's assets while qualifying for Medicaid?

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Why this works

Learning about asset protection strategies helps you preserve your family's financial security while meeting Medicaid requirements.

3

What is the look-back period and how does it affect our planning timeline?

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Why this works

Understanding the look-back period helps you plan transfers and avoid penalties that could delay Medicaid eligibility.

4

Should we consider a Medicaid trust or other planning tools for our situation?

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Why this works

Learning about planning tools helps you understand the best strategies for your specific family situation and goals.

5

What happens to our family home if we need long-term care?

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Why this works

Understanding home protection rules helps you preserve this important asset while qualifying for Medicaid benefits.

6

How do we handle income and asset limits for Medicaid eligibility?

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Why this works

Learning about income and asset rules helps you understand what needs to be addressed to qualify for benefits.

7

What is the difference between Medicaid and Medicare for long-term care?

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Why this works

Understanding the differences helps you know which program covers your specific care needs and costs.

8

How do we choose the right long-term care facility that accepts Medicaid?

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Why this works

Learning about facility selection helps you find quality care that works with Medicaid coverage.

9

What happens if we're denied Medicaid benefits?

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Why this works

Understanding the appeals process helps you know your options if your initial application is denied.

10

How do we handle a spouse's needs when one person needs Medicaid?

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Why this works

Learning about spousal protection rules helps you ensure both spouses' needs are met during the Medicaid process.

11

What documents do we need to gather for the application?

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Why this works

Understanding documentation requirements helps you prepare a complete application and avoid delays.

12

How long does the Medicaid application process typically take?

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Why this works

Learning about processing times helps you plan for care needs and understand the timeline for benefits.

13

What are the penalties for transferring assets within the look-back period?

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Why this works

Understanding transfer penalties helps you avoid costly mistakes that could delay Medicaid eligibility.

14

How do we handle ongoing reporting requirements after approval?

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Why this works

Learning about ongoing requirements helps you maintain Medicaid eligibility and avoid benefit termination.

15

What happens if our financial situation changes after approval?

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Why this works

Understanding change reporting helps you maintain eligibility and avoid penalties for unreported changes.

16

How do we protect our children's inheritance while planning for Medicaid?

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Why this works

Learning about inheritance protection helps you preserve family wealth while meeting Medicaid requirements.

17

What are the costs of your legal services and how are they structured?

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Why this works

Understanding legal fees helps you budget for professional assistance and know what to expect for costs.

18

How do we handle estate recovery after death?

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Why this works

Learning about estate recovery helps you understand how Medicaid benefits may affect your estate after death.

19

What planning should we do if we're not yet in need of long-term care?

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Why this works

Understanding proactive planning helps you prepare for future needs while protecting current assets.

20

How do we choose between different Medicaid planning strategies?

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Why this works

Learning about strategy options helps you select the best approach for your specific situation and goals.

Working with an Elder Care Lawyer

Expert tips and techniques for getting the most out of these questions.

Effective Consultation

Be Honest About Your Situation

Provide complete and accurate information about your family's finances, assets, and care needs to get the best advice.

Ask About Experience

Inquire about their experience with Medicaid planning, elder care law, and similar cases to yours.

Understand the Timeline

Ask about processing times, planning deadlines, and when you need to start the process for your situation.

Key Discussion Areas

Current financial situation and assets
Long-term care needs and preferences
Family structure and inheritance goals
Timeline for care needs
State-specific Medicaid rules
Asset protection strategies
Legal fees and service structure

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