Medicaid Planning & Applications

An experienced Elder Law attorney provides holistic advice to the elderly, the disabled, their agents, their loved ones, and trustees that empowers them to protect their rights, values, and assets. Elder Law Planning can prepare an aging person to reach their goals through proper financial planning and long-term care options. Our planning process is always customized to your goals, finances, and care needs. Whether you are trying to maintain financial security for the spouse of a nursing home resident, preserve the family home for a disabled son or daughter, or save the family farm from the expenses of long-term care, the critical first step is to secure an attorney focused on Elder Law and Medicaid planning.

Here at Koukol Johnson Schmit & Milone, leading Elder Law attorney Nick Halbur can help guide you toward all of the best strategies to get you the best legal, care, and financial outcomes. The sooner you see him, the more options you and your loved ones will have. 70% of adults aged 65 and older will develop a long-term care need in their lifetime.* Advanced Elder Law and estate planning strategies provide a strong foundation for your future plans so that qualifying for Medicaid coverage for long-term care doesn’t mean exhausting your life savings. Planning in advance means that all of the best options for you and your family will be available to whomever you choose to make decisions. It’s best to make these designations before you need the help, and working with an experienced Elder Law attorney means those you trust will have the means to insure the best possible outcomes for your care and finances, whatever challenges the future brings. Let Nick help you and your family plan ahead.

While advanced planning will always provide the best results, Nick and our team have helped many families through very challenging situations with clients already facing significant care expenses that would wipe out their personal finances and legacy. Give us the opportunity to examine how our knowledge, experience, and advocacy can improve your and your family’s future. If you or a loved one has already entered care, then now is the time to discuss your options and have our team develop the best plan forward, wherever you find yourself in terms of estate planning, care needs, and finances. Care providers and government staff know the process and have their own lawyers and interests, but you have your own interests and owe it to yourself or your loved one to have an experienced advocate who works for you.

Nick and our team have guided clients through a variety of challenges including:

• Preserving assets for a spouse or parent entering a nursing home or other long-term care
• Protecting benefits for a disabled person receiving an inheritance or financial settlement
• Planning an estate to maximize the benefit to a disabled child or relative
• Defending loved ones against liability for long-term care
• Spousal Impoverishment for Medicaid
• Guardianship and Conservatorship

*Long-Term Care Statistics (2023): Current & Future Demand (aplaceformom.com)