Item: Czepiga Daly Pope & Perri LLC
Rating: 5
Author: J.G., Greensboro, GA

Do I need a lawyer to apply for Medicaid?

Not always, but the general rule of thumb is that you should consult with a Connecticut elder law attorney who has experience in this area so that you can at least get the lay of the land and not spend more money than you have to at the nursing home.

Because of the many recent state and federal rule changes, consultation with an attorney experienced in elder law and public benefits is more advisable than ever before. In addition, seeing a lawyer ahead of time might reveal planning concerns and opportunities that you might not be aware of but that the lawyer could point out and advise you on.

A rough rule of thumb follows:

As soon as you suspect that your health is declining or that you might need to go to a nursing home or if you are already in one, you should contact a lawyer to investigate whether it is possible to protect assets for your spouse, children or other beneficiaries, if that is your desire.

The more assets you have, the more complicated the Medicaid application will be, and the more likely it is that a lawyer can help you to protect some of your money, if you wish, for your beneficiaries.

We strongly advise against using a non-lawyer for a Medicaid application - there is way too much at risk. Take a look at what they are here.

4 Medicaid Catastrophes You Can Avoid

★★★★★

“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA

“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT

“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT

Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT

The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT

Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT

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