Application for Public Benefits
Jan 01, 2014OUTCOME: Wife continues to receive appropriate care and is receiving Medical Assistance benefits, Husband remains in the home which is now protected along with this retirement accounts.
A husband and wife were referred to our firm because the wife's mental and physical health had deteriorated to the point that the husband could no longer care for her in their marital home. Their ... primary concern was assuring the wife received the highest quality care while also preserving their assets, particularly the husband's retirement account and their home. Based on their goals, our team identified an appropriate long term care community, developed an asset protection plan, and secured Medical Assistance/Medicaid benefits to assure the wife's care was paid for.