We are the Elder Law Industry's EXPERTS IN CRISIS PLANNING
We are an attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. For over 30 years, we have worked with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care.
25 PROFESSIONALS ON STAFF + IN-HOUSE SUPPORTING COUNSEL
400 CASES RESOLVED PER MONTH
3,000 ATTORNEY CLIENTS ACROSS THE NATION
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If you're ready to learn more about incorporating Medicaid planning into your practice, book a free consultation with one of our experts. From a quick phone call to a detailed strategy session, this demo is tailored to fit your needs (and your schedule).
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Check Out our Latest ELDER LAW UPDATES
During this interview, Robert discusses the key aspects elder law and estate planning attorneys should know if they're considering adding VA planning to their practice. As he puts it, VA planning isn't just filling out forms—there are important elements related to estate planning and Medicaid planning as well. Plus, Robert gives his input on the first steps attorneys should take in getting started in this practice area. Watch Now >>
Join Us at One of our UPCOMING EVENTS
How to Use the 2021 Desk Reference
30th Annual Minnesota Elder Law Institute
Assessing Capacity and Accommodating Diminished Capacity Clients: Part 2
Elder Law Immersion & Practice Building Camp
Special Needs Planning Symposium