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SERVICES AVAILABLE:
MEDICAID APPLICATIONS
Review ownership of assets.
Gather documentation required for a Medicaid application.
Evaluate the value of any transfer made and determine the penalty period.
Review all assets and trace all deposits and withdrawals.
Advise of all allowable expenditures during the spend down period.
Conducting the Face to Face Interview at the Department of Social Services.
Prepare all forms needed. i.e. Medicaid application, authorization form, affidavits and supporting medical evidence.
ASSISTANCE WITH NURSING HOME APPLICATIONS
TRANSFERS TO A MEDICAID QUALIFYING TRUST
Assistance with making transfers. i.e. Letters of instructions to banks or brokerage companies.
Monitoring transfers and determining penalty periods for Medicaid eligibility.
REFERRALS TO SERVICES AND PROFESSIONALS
**In-services to Professionals and Presentations to Senior Groups given at no fee.
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