Medicaid Training for Attorneys

Medicaid planning and application services for Attorneys and law firms

Add Our Services To Your Firm

Pre- Crisis Application
Planning Planning Processing

For Medicaid Pre Planning and Crisis Planning we provide:

Detailed knowledge and explanation of eligibility rules, financial guidelines and asset transfer rules;
An explanation of the entire Medicaid process;
A detailed resource assessment to determine eligibility;
Asset division guidance for married couples;
Spend down guidance;
Guidance with the use of annuities and pre-paid burials;
Spousal protection of income;
Asset preservation for single and married couples

In addition to above, when an application must be filed we provide:

Assistance with gathering all required documents;
completion of the Medicaid application;
Submit application to the County Assistance Office;
Continued follow-up with the caseworker until an approval is issued.

Attorneys... we will:

Save You Time
Expand Your Practice
Increase Your Client Base and Revenue

 Add an entire staff of experts without spending a single penny on staffing, offices, equipment or supplies

We all know how burdensome, time consuming and stressful the Medicaid application process can be, even for attorneys. Now you can capitalize on the elder clients in need of Medicaid planning without the stress and time of the coordinating the application process with your current staff.

Whether your practice currently offers Medicaid planning and Medicaid application processing or it's a service you'd like to add, you will increase your client base and your revenue without increasing your workload or your costs.

Outsourcing the Medicaid application process will allow you to;

increase your annual revenue up to $100,000 or more
allow your current staff to work on other clients while we take care of the burdensome task of dealing with the Medicaid agencies
make money from the client we're servicing while billing your staff to other clients in addition
add an entire staff of experts without spending a single penny on staffing, offices, equipment or supplies.

You can provide this much needed service without incurring;

Costs of the time your staff will spend on the phone dealing with caseworkers, gathering all of the required documents from life insurance companies, financial institutions, pension companies, social security, etc.;
Costs of submitting the application [the application and all supporting documents averages 500 to 1,000 or more pages];
Costs of your staff continuing to work with the caseworker until an approval is secured;
and on and on

DON'T

Spend time learning the complicated and burdensome Medicaid process
Burden your existing staff with this time consuming process
Spend an additional $150,000 or more by adding additional employees such as attorneys or paralegals

Outsource your Medicaid applications to us and we will;

1. Meet with your client to explain the process and review all of the documents that will be required.
2. Assist with obtaining all of the documents necessary [including but not limited to bank & financial statements, life insurance, income statements, etc.]
3. Review all documents for eligibility, complete an in depth financial resource assessment. If the client currently does not qualify we will explain all strategies available to obtain eligibility [including asset protection] [if you prefer, we can give all of this information to you for review and you can review with your client].
4. Provide thorough knowledge on the use of Medicaid Compliant Annuities and Irrevocable Burial Trusts or Pre-paid burial plans
5. Complete the application with all corresponding documents necessary
6. Meet with the caseworker [where necessary] and submit the application and all documentation needed
7. Correspond with the caseworker throughout the process until an approval is issued
8. We take care of all aspects of the Medicaid planning and application process. We have processed thousands of applications and know exactly how to obtain an approval.
9. Our flat fee covers ALL costs

Working with Medicaid Plus Can Increase Your Revenue 2 Ways;

1. You charge your clients your fee for providing this service [most attorneys charge $6,000 - $15,000 for Medicaid planning and application
services, depending on the services needed]. We charge you our FLAT fee and the balance is yours.

2. By gaining an additional client base of customers that will need legal services along with the Medicaid planning and application process such as;

Power of Attorney documents
Health Care Directives
Estate Planning
Re-writing deeds
changing of beneficiaries
dis-inheriting spouses
Wills and Trusts
Estate Administration
And... any other service that your practice provides. You will gain access to not just the individual needing the Medicaid application or planning but their entire family.

Talk to us Email Us
855.471.6771 [email protected]