We will analysis your personal circumstances and help guide you in the right direction.

Remember, just because you didn’t plan, doesn’t mean you have to give all that you’ve worked for away. If you need Medicaid planning, including emergency planning services please contact us today.

As part of our planning strategies we anticipate possibility of incapacity with alternative decision-making documents such as Powers of Attorney, Health Care Proxies and Revocable and Irrevocable Trusts. We will analize the assets and advise the client in best planning strategies for long-term care. In many instances we can help protect assets while getting the Government benefits you are entitled to.

The areas of “Elder Law” was developed to address the concerns of the aging population and their need for long term care. Unfortunately, for many, their lack of planning has put their hard-earned family assets in jeopardy.

For some who find themselves in later years with no tangible assets and a modest fixed income, the Medicaid application process is often taken care of by the facility or service provider they are dealing with. For others, keep in mind that these facilities and service provider are mainly concerned with getting paid for the service they are providing, and are not concerned or obligated to protect your assets.

We assist our clients in planning to ensure that their income and assets are strategically placed to ensure that they will be an appropriately protected and sufficient to provide for the needs of the client and family over the remainder of their lives. Often the planning takes advantage of available public and private benefits.

Let the office of Peter J. Batalla, Esq. analyze your financial picture and assist you in preparing and filing your Medicaid application. The Medicaid Application process can quickly become overwhelming for you and your loved ones. Medicaid will examine any and all transactions you’ve made for the past five years. You will need to gather a great deal of personal and financial documents: birth certificates, marriage certificates, death certificates, five years of bank records, retirement statements, pensions statements, Life Insurance, deeds Social Security benefits and other documents proving income.

We have the experience and practical “know how” to identify assets, properly document and analyses and questionable transactions that may otherwise penalize you. We will properly document and plan for any contingencies that may arise during the application process. Any potential problems need to be identified and planned for to avoid potential issues of eligibility that may result in you or your loved ones having to pay for months of nursing home care. We understand that the best defense is analysis and plan.