 Member, National Academy of ElderLaw Attorneys ™
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Frequently Asked Questions
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- Are your Medicaid-related asset protection strategies really “legal and ethical”?
The asset protection strategies that we use are never hidden from the Medicaid caseworker. In fact, every transaction must be detailed on the Medicaid application. We highlight the areas where we have used a legally sanctioned protection to benefit our client. For every highlighted protection that has benefited the client, we cite the legal rule or court case that justifies this protection. It is common that our strategies are rejected at the caseworker level because the caseworkers are not authorized to approve sophisticated legal benefits. Nonetheless, we consistently prevail at the fair hearing and appellate procedures. We are committed to using only strictly legal and ethical protections of the law which are communicated to our clients and to the government officials in a transparent manner.
- If you can really do this, how come I have never heard about this before?
It is our experience that even most lawyers do not know Medicaid law. So it is not surprising that the public—and even well-intentioned and well-educated individuals within the senior services network—are unfamiliar with the concept that there are legal and ethical protections available.
- But my caseworker / nursing home intake person / friend / beautician / other advisor has told me rules that are much different than what you are saying. How can you be so sure that you’re right?
We offer a 100% money-back guarantee if we are unable to fulfill our promise to preserve and protect the assets that we promise you will be protected. We know of no other individual who will advise you in how to save money and qualify for Medicaid sooner and also offer a 100% money-back guarantee.
- How do you calculate your fees?
It is important to understand that our clients really want peace of mind. To help them, we have developed package pricing for our services. We do not bill by the hour. We do not bill for phone calls, faxes, filing fees, and other miscellaneous charges. We will quote you a fee based upon our formula, which takes into account the complexity of your case and the value that we are able to provide to you in asset protection. Our fee is payable at the beginning of our relationship and will cover all expenses of our representation. If you have a very simple case and we are unable to provide you with a substantial benefit, our fee is very low. However, in the event that we are able to provide you with substantial benefits, we will undertake a more sophisticated asset protection strategy and our fee will reflect that greater value being provided.
 From our first phone call, how long will it take you to tell us if you are able to help us?
This really is one of my favorite questions. We can give you an answer within 24 hours as to whether it’s worth your while to make an appointment to see us. Most lawyers have an intake process that assumes that a client can wait two weeks or more and fill out a 23-page questionnaire before the attorneys can begin to determine if they can be of assistance to the client. We have designed our systems with you in mind, so that we can give you a rapid response—because we know that you may be experiencing anxiety, stress, fear, guilt, and uncertainty. - Is the initial telephone call and first appointment free?
In our central office the initial appointment is free. We are available to travel to you and in that situation, we do ask for an initial appointment fee of $600.
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