Medicaid Annuities & veterans benefits
Asset Preservation Strategies
We can help answer questions about eligibility rules for Medicaid and Veterans' benefits. Call us with your toughest cases and we'll put our expertise and experience to work for you.
Financial Planning and Management
We can develop a plan for your client that will help them structure their finances in compliance with Medicaid rules and statutes.
Medicaid Application Processing
Let us deal with the application process for Medicaid and Veteran's benefits for your firm. We can initiate these applications for your client, in their state, and actively manage the application through to acceptance. Put our track record to work for you. Focus on what your firm does best and let us manage the application process for you.
As you may know, many states require that an annuity be demonstrated to be refused for transfer to another owner, sometimes multiple times, before allowing the annuity to be deemed Medicaid compliant for your client. Let us do this work for you. In this area our deep experience can be invaluable.