Asset Protection

MS Medicaid Attorneys

“Asset protection” is not just a “simple” will.  Estate planning that will provide future personal and financial security may include:

  • Reviewing property ownership and intended disposition of assets
  • Drafting personalized wills and trusts for asset protection and management
  • Preparing health-care directives and durable powers of attorney for decision-making in the event of incapacity
  • Using a special needs trust for a spouse or child with a disability
  • Addressing specific family dynamics, such as “troubled” children and multiple marriages
  • Reviewing IRA and retirement account beneficiary designations
  • Maximizing and applying for Social Security, SSI, Medicare, Medicaid, and Veteran’s benefits

We help “Baby Boomers” and older clients protect their loved ones and financial resources by:

  • Identifying family and financial circumstances and problems that affect planning goals
  • Educating you about planning options and solutions
  • Creating a plan that will achieve your planning goals and give peace of mind
  • Drafting all legal documents needed to implement your plan, and
  • Finding additional available resources that will meet future needs as they arise

Recent Blog Posts Related to Asset Protection:

  • What Happens to Mom’s House When She Goes to Nursing Home
    One of the more frequent questions we have received is “Can Medicaid take Mom’s house when she goes into a nursing home?”  The answer is “No” in Mississippi, and a…
  • Stock Broker Rules Protect Older Investors
    Many clients have savings invested with securities brokers/dealers.  These companies and advisers are regulated by the Financial Industry Regulatory Authority (FINRA).  FINRA is not part of the government, but is…
  • Upcoming Events and Presentations
    Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…
  • 2019 Social Security and Public Benefit Figures
    In most years, the money amounts pertaining to eligibility for, and benefits from, various governmental benefit programs change.  Listed below are the 2019 figures for some Social Security, Medicare and…
  • Paying a Family Caregiver and Medicaid for Nursing Home
    Many of our clients have been caregivers for parents or grandparents and have asked whether they can be paid for such caregiving services if the dependent loved one later seeks…

Contact our MS Medicaid Attorneys at Courtney Elder Law Associates today.