Ten Common Medicaid Planning Traps

Event Location Parker at Monroe
395 Schoolhouse Road
Monroe Township, NJ
Event Date and Time 11/2/2017 10:30:00 AM
Presentation given by Certified Elder Law Attorney Carl G. Archer
Some things that people commonly do when trying to plan for the long-term care of their loved ones can cause a lot of trouble in the future, and they're often easy to fix early on. If you or your loved one may eventually need Medicaid, make sure you don't complicate things by falling into Medicaid planning traps:
  1. Bad timing
  2. Health eligibility and long-term placement
  3. Bad or insufficient paperwork
  4. "Pattern" gifts
  5. Paying the family for caregiving
  6. The "$14,000 Gift" rule
  7. Disclaimers
  8. "Discount" asset sales
  9. Qualified income trust issues
  10. Bad bookkeeping
To register, call 732-565-2496 or email dcarr@parkerlife.org.