Medicaid eligibility

Medicaid 5-year look-back period rules

Medicaid Look-Back Period – The 5-Year Rule That Protects Your Nursing Home Savings

Asset Protection, Elder Law, Estate Planning, Long-Term Care, Medicaid Planning /

The Medicaid look-back period is 60 months (5 years) before you apply, during which asset transfers are reviewed. Gifts or below-market transfers can trigger a penalty period delaying nursing home Medicaid coverage. This article explains the 5-year rule, penalties, and planning steps to protect savings. What Is the Medicaid Look-Back Period? If you or a […]

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Family reviewing special needs trust documents

What is a special needs trust?

Elder Law, Estate Planning, Special Needs Planning /

A special needs trust is a trust that holds assets for a person with a disability so they can keep means-tested benefits like SSI and Medicaid. It lets funds pay for supplemental needs (e.g., therapies, education, transportation) without being counted as the beneficiary’s resources. This article explains how special needs trusts work, common funding sources,

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