Medicaid Planning


Medicaid Planning is an important service to provide for seniors. Medicaid is the only government program that will pay for nursing home care on a long term basis. With the rising cost of long term care, many seniors may not afford to pay privately for their care. As a result, Medicaid planning may be necessary for many seniors.

While it is a complex area, we have a proven system for training attorneys in this area and helping them get up to speed quickly. If you're ready to jump in and start providing this valuable service to seniors and their families, we are ready to help!

A Proven System of Success

Step 1: Entering Elder Law From the Ground Floor - A program designed for ElderCounsel Members that want to build a solid foundation in the Elder Law practice area. Whether you are new to Elder Law, training a staff member or planning to attend our next Elder Law Immersion Camp this self-guided program will be the starting point needed.

 
 

Step 2: Elder Law Immersion and Practice Building Camp - Our signature course, the Immersion Camp involves hours of pre-Camp instruction, 3 days of intensive legal technical and practice-building instruction, plus 4 weeks of follow up training calls where attendees implement the knowledge gained during the Camp to create client plans and documents. Space is limited to 30 and this course has sold out every time it has been offered, beginning in 2010! The Immersion Camp is for members only at this time.

Following the Immersion Camp, you will have 4 weeks of continued learning, where attendees will draft documents based on a set of facts given during the Camp, and will have acces to recordings on VA Pension Planning (Aid and Attendance) as well as Guardianship.

Additional Resources


Recorded Education Documents for Medicaid Planning We Provide
  • Medicaid Asset Protection Letter
  • General Client Letters
    • Post-Consult Letter, Retained
    • Post-Consult Letter, Not Retained
    • Initial Consultation Letter
  • Client Questionnaires
    • Veterans Benefits Questionnaire
    • Elder Law Questionnaire
  • Fee Agreements
    • Fee Agreement Cover Letter
    • Long and Short Fee Agreements
  • EC Caregiver Agreement® Documents
    • Affidavit of Caregiver
    • Letter to Caregiver
    • Care Log
    • Caregiver Agreement
  • Qualified Income Trust Documents
    • State-Specific QITs (GA|TX)
    • Trust Amendment
    • Funding and Trustee Instructions
    • Certification of Trust
    • Qualified Income Trust
  • EC Medicaid Asset Protection Trust™ Documents
    • Trust Amendment
    • Assignment of Personal Property
    • Trust Amendment
    • Assignment of Personal Property
    • Certification of Trust
    • Trust Summary and Funding Letter
    • EC Medicaid Asset Protecton Trust™ (Indiv/Joint)
  • Third-Party Supplemental Needs Trust Documents
    • Trust Amendment
    • Certification of Trust
    • Third-Party Supplemental Needs Trust
  • Sole Benefit Trust Documents
    • Trust Amendment 
    • Certification of Trust
    • Sole Benefit Trust
  • EC Promissory Note® Documents
    • Letter to Borrower
    • Amortization Schedule
    • Client Data Report
    • DRA-Compliant Promissory Note
    • Note Calculator
  • Revocable Living Trust and Companion Will Documents
    • Trust Amendment 
    • Assignment of Personal Property
    • Certification of Trust
    • Personal Property Memorandum
    • Funding Instructions
    • RLT Companion Will
    • Joint Revocable Living Trust
    • Individual Revocable Living Trust
  • Standalone Will Documents
    • Standalone Will
    • Personal Property Memorandum
  • EC Medicaid Annuity Calculator
  • Health Care Documents
    • Living Will
    • Nonstatutory Health Care Power of Attorney
    • State Statutory Health Care Documents
      (AL|AZ|CA|CO|DE|FL|GA|IL|LA|NC|NV|NY|OK|RI|SC|TX|UT|WA|WI)
  • Nonstatutory Durable Financial Power of Attorney
  • State Statutory Powers of Attorney with Enhanced Powers
    (AL|AK|CA|CO|GA|IL|MD|MN|NC|NV|NY|OH|OK|RI|TX|WI)
  • Links to Online Legal and Software Resources

And much more! See a full list of all of our documents here.