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Crisis Medicaid Planning Case AnalysisWe are here to provide personalized case analysis for you and your clients. We will review your client’s case facts and devise a comprehensive Medicaid Compliant Annuity plan that meets the eligibility guidelines set by state and federal regulations.
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VA Planning Case AnalysisPlanning for the VA Aid & Attendance pension benefit is a complex and time-sensitive process and every client is unique. We will review your client’s case facts and devise a comprehensive annuity plan that meets the VA eligibility guidelines.
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Expert Testimony and Litigation SupportSometimes, cases are misunderstood and result in a denial of benefits. In many situations, the denial can be remedied at the caseworker level or through the fair hearing process. We stand behind our products and planning services and provide the guidance needed.
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Valuation of Non-Compliant AnnuitiesClients own old annuities that are not compliant with the Deficit Reduction Act of 2005 (DRA) and will likely render them ineligible for Medicaid. In these cases, we can assist in determining the value of the contract and whether or not it can be sold for cash.
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Education & TrainingWe are the go-to source for Medicaid and VA planning resources, from state-specific rule research to detailed case analysis. Elder law attorneys nationwide come to us for information, interpretations, and advice.