Medicaid Annuity Services
Services

Your Strategic Partner in Elder Law

We go beyond being a product provider by offering complimentary services designed to help you succeed in long-term care planning. We are here to support you every step of the way.

Crisis Medicaid Case Analysis
It is never too late to save a client’s assets, even if they are already in a nursing home. We will review your client’s case facts and create a comprehensive proposal to accelerate Medicaid eligibility.
Medicaid Annuity Expert Testimony and Litigation Support
Expert Testimony & Litigation Support
Sometimes, Medicaid cases are misunderstood and result in a denial. We stand behind our products and will provide the guidance and support needed for your client’s case.
Valuation of Non-Compliant Annuities
Many clients own old, non-compliant annuities. We can assist in determining the value of the contract and whether it can be sold on the secondary market.