Elder law & Medicaid planning
Plan for long-term care with a clear picture of the Medicaid rules, the five-year look-back and your real options.
In plain English
- Medicaid planning helps pay for nursing home or home care while protecting what you can.
- An irrevocable Medicaid trust can protect a home or savings if it’s set up in time. The look-back is five years, so planning early matters.
- A supplemental needs trust can help a family member with a disability without risking their benefits.
- Strong powers of attorney and health care forms help families avoid court guardianship.
Is this you?
Step by step
Consultation
We talk about health, assets, family and timing.
Options
We explain the look-back, trusts and what can be protected.
Documents
Trust, deeds, power of attorney and health care forms.
Funding
Retitle assets and record deeds so the plan works.
Check-ins
Review the plan as health, rules or family needs change.
Bring what you have
- Recent statements for all accounts
- Deeds to any real estate
- Income: Social Security, pensions
- Life and long-term care insurance policies
- Existing will, POA and health care proxy
- Names of children or others who help
Missing something? Come anyway. Full printable checklist
What affects the cost
Your fee is confirmed in writing before work starts. Court, filing and recording fees are separate and listed up front. How fees work
What’s included
Long-Term Care Plan
Families planning ahead for nursing home or home care.
- Medicaid planning consultation
- Irrevocable Medicaid trust, if it fits
- Deed and asset transfer plan
- Updated POA and health care forms
- Five-year look-back explained in plain English
Quoted after your consultationTiming matters, so start early
Common questions
Can you guarantee Medicaid eligibility?
No one can. Results depend on timing and your situation. We’ll explain the rules and options honestly.
What is the five-year look-back?
For nursing home Medicaid, transfers made within five years of applying can cause a penalty period. That’s why early planning matters.
Will I lose control of my home?
It depends on the plan. We’ll walk through what changes and what doesn’t.
Is it too late if Mom already needs care?
Often there are still options. Call us and we’ll talk it through.
Ready when you are.
Call the office or send a short request. Someone from our Port Jervis office will get back to you.