Medicaid Planning Attorney Hudson Valley NY

What is Medicaid Planning?

Medicaid planning is any form of assistance given to a Medicaid applicant. This assistance helps ensure the applicant is eligible for Medicaid while also ensuring they are not non-compliant with any of the rules and regulations associated with Medicaid. 

Medicaid planning actually refers to a wide variety of services. It’s essentially all of the advice and counsel a person gets while applying for and preparing their Medicaid application. This ranges from getting documents ready to be submitted to more complicated things like completely restructuring your finances in order to be in compliance with Medicaid regulations and rules. Things get a little dicey when someone’s monthly income or assets are near or over Medicaid’s eligibility limits and requirements. If you are in the process of applying or considering applying for Medicaid in Hudson Valley NY, we strongly encourage you to get some professional help for your Medicaid planning in order to make the process as simple and accurate as possible.

What Does a Hudson Valley Medicaid Planning Attorney Do?

 A Medicaid planning attorney is a legal professional specializing in the complex laws of Medicaid. A Medicaid planning attorney can help prepare someone’s case for Medicaid benefits, often called Medicaid planning. They are also versed in helping those people who have applied for Medicaid and been denied coverage. In these instances, your Medicaid planning attorney will file an appeal and review your denial of benefits. Medicaid planning attorneys also come in handy when a Medicaid recipient is having issues with the quality of care and services they are receiving or have received from a specific Medicaid-approved health organization

Sometimes a health organization will deny services that are needed by the Medicaid patient or there is a dispute over payments, a Medicaid planning attorney can help with the appeal process and represent their clients in a hearing process. These hearings are reviewed by the state Medicaid agency.

A Medicaid planning attorney is skilled and experienced in putting together strategies that will help clients pay for the skyrocketing costs that are associated with long-term care. This allows clients to protect their assets that they have often worked their entire lives to obtain. Generally, those who are very wealthy are able to afford home-health care and the assisted-living services that are required for elderly people. Those who are poor are often already qualified for Medicaid’s long-term care benefits. It is the people that are in the middle-class who often get left out and sometimes short changed when it comes to long-term care benefits. This is where the Medicaid planning attorneys come in to help. By using a Medicaid planning attorney, you will have more luck quickly securing the benefits you need for long-term Medicaid care without having to spend all of your assets. This will enable you to pass on assets to your heirs and not have to wait years in order to receive the benefits.

As we’ve already established, Medicaid eligibility is very complex. The rules change frequently and differ by state. It is the responsibility of the Medicaid planning attorney to stay up-to-date with the changing laws and the differing laws by state. As we previously mentioned, a lot of the complexity with Medicaid planning happens when someone’s income and assets are close to or over the financial eligibility requirements and limits of Medicaid. This is when your attorney will step in with their legal expertise and experience. Another factor that adds complexity to the Medicaid application is when one spouse needs long-term care and the other is able to live independently. How should their incomes and assets be divided? This is a challenge that experienced Medicaid planning attorneys are versed in overcoming.

Kyle Steller: Your Medicaid Planning Attorney in the Hudson Valley, NY

As you’ve likely noticed by now, Medicaid is a complex process. That is why it is strongly encouraged that you hire a Medicaid planner to guide you along the process. If you live in the Hudson Valley, get in touch with Kyle Steller for all of your Medicaid planning needs. She will be able to not only guide you through the application and appeal process. Kyle will also be able to help you afford the long-term health services that are so often necessary as we near our later years in life. The consequences of being denied by Medicaid can be severe and have an adverse impact on the comfort, happiness and health of you and your family, that is why it is so crucial that you entrust Kyle in this process to guide you in the right direction and help you make the best decision for you and your family. Hudson Valley residents have a valuable opportunity to learn about what Medicaid is and its advantages and pitfalls by choosing Kyle Stellar to represent them. With well-informed Medicaid Planning, it’s possible for you to pay for the care you need without losing the assets you’ve worked so hard to achieve.

Consult with an Medicaid Planning Attorney

Fill our form to schedule a free consultation with an experienced Medicaid Planning Attorney. If you need guidance with wills, trusts, medicaid planning, asset protection or any other service Kyle Steller provides. Kyle serves families and individuals in Ulster County, Dutchess County and throughout the Hudson Valley of New York. Schedule your consultation using the form here, or call Kyle at 845-489-8712

Client Reviews

My clients and I had the most pleasant experience of dealing with Kyle Steller. Her professionalism and knowledge of estate and trust matters allowed for a comfortable discussion about a topic that many are unwilling to have. For one client her abilities to create a trust afforded the parents to protect their assets to ensure they will be inherited by the next generation and did so in a tax efficient strategy. I would highly recommend Kyle to assist you with your families with any estate, trust and eldercare needs.

David A. Gagnon, CPA

Kyle’s knowledge, expertise and communication was outstanding through the entire process of planning not only my will and estate but also my power of attorney, and medical proxy documents. Her demeanor was professional and personable throughout. In the midst of so many overwhelming life changes, I have the utmost confidence to move forward with the other issues demanding my time and attention, having full confidence that, at least this aspect, was fully and more than competently taken care of. I cannot recommend her services highly enough.

Theresa Mulkins

My husband and I used Kyle Stellar for our will and trust planning. If you are looking for a will, estate & trust attorney as well as someone knowledgeable in elder law reach out to Kyle. Her expertise in her fields is impressive beyond her years, and she is professional, compassionate and understanding.

Laura Penfold

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