Medicaid Planning: From A To Z (2015)
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NOTE: The 2016 edition of this book is now available! Be sure to purchase this more up-to-date edition! If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2015 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 31, 2015, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. Completely annotated with all case citations and statutory references given in over 500 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.

Paperback: 536 pages

Publisher: Phylius Press (February 1, 2015)

Language: English

ISBN-10: 1941123015

ISBN-13: 978-1941123010

Product Dimensions: 8.5 x 1.1 x 11 inches

Shipping Weight: 2.6 pounds (View shipping rates and policies)

Average Customer Review: 5.0 out of 5 stars  See all reviews (4 customer reviews)

Best Sellers Rank: #864,854 in Books (See Top 100 in Books) #33 in Books > Textbooks > Medicine & Health Sciences > Administration & Policy > Medicaid & Medicare #35 in Books > Law > Family Law > Elder Law #78 in Books > Medical Books > Administration & Medicine Economics > Medicaid & Medicare

This is a fantastic book for any practitioner with an elder client base. From this you can learn fairly sophisticated planning techniques applicable to many middle class clients. The book covers advanced concepts, such as when to use multiple subtrusts in a trust in order to maximize tax benefits to a client and/or qualify the client for VA benefits.This is a must have for disability attorneys, estate planners, and every elder law attorney. If I were a CPA with an aging client base, I'd read through this at least once per year.I regret that I have only 5 stars to give this book.

Medicaid is complicated and, as an estate planning/elder law attorney, I needed to get a crash course. I was a little reluctant because of the price, but bit the bullet. Since then, I have recommended it to many of my attorney friends. Great book. Understandable (even to normal humans) and is well worth the money.

Medicaid Planning is a wonderful book. 5 stars. By Gregg L. Friedman MD, Psychiatrist

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