Elder Law, Special Needs & Medicaid Planning

The Elder Law, Special Needs & Medicaid planning group at Evans Fox LLP is uniquely prepared to address the complicated issues of aging, protecting assets, public benefits, and long-term care concerns.  Do not let a health care crisis interfere with your estate plan and financial independence.  Daily, we educate our clients on how to balance the competing interests of personal health care, long term care facilities and Medicaid benefits.  Our firm guides our clients in the Medicaid planning and application process, to help ensure the client receives the “right care in the right place” and often protecting assets when possible. Considerable attention is given to determining what assets are exempt (allowed) and what assets are “exposed”, what income may be retained, and the implication on eligibility of any prior gifting. We provide “proactive” advice that often includes preparing new deeds and irrevocable trusts and the transfer of ownership of real property while retaining a “life estate” interest. We consider many factors to determine how prudent, aggressive or conservative, our clients may consider being before executing any such plan. We also provide “crisis” planning advice, when a hospital discharge or placement in assisted living, memory care or skilled nursing facility is imminent or has already taken place.  Careful planning – proactive or crisis – can help ensure our clients the best possible outcome in these difficult circumstances.

  • Estate Planning
  • Gift and Asset Preservation Planning
  • Long Term Care and Medicaid Planning
  • Medicaid Applications
  • Preparation of Fiduciary, Gift and Estate Tax Returns
  • Preparation of Wills, Trusts, Powers of Attorney, and Health Care Proxies
  • Trust Accounting Proceedings
  • Will Probate and Estate Administration

Practicing Attorneys