Page 9 - Digital Medicaid Workbook

PREPARING FOR

YOUR STRATEGY

SESSION

Now it's time to prepare for your first homework assignment - your strategy
session with one of our elder law attorneys and your Medicaid Specialist.

This can be scheduled in our office, as a telephone conference, or even via
video chat. Your strategy session is a time to dive into the qualification

strategies and options available and to get answers to any questions you
might have.

Please have this workbook accessible during your strategy session. It will
serve as your reference guide throughout the entire application process. To

get the most value from your time with the attorney and your Medicaid

Specialist please take time to review the workbook in its entirety.

ASSETS
Married Applicant

Spousal Refusal
Spousal Diversion

Single/Widowed Applicant

Gifting to cohabitating children
Gifting to special needs children

Personal Services Contract
Real Estate Investment

Pooled Special Needs Trust

INCOME

Qualified Income Trust
Pooled Special Needs Trust

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