Rochester Elder Law and Medicaid Planning Lawyer

We all want to ensure that our loved ones will be well cared for and know that the future our families worked so hard to achieve is secure. That, in essence, is why we are so passionate about elder law and Medicaid planning at Lacy Katzen LLP. Our elder law and Medicaid planning lawyers tirelessly advocate for clients needing long-term care. We develop a care plan that will provide your loved ones with quality care, maintain their quality of life, and protect as much of their assets as the law allows while accessing the appropriate public benefits. For guidance in planning for your future, simply contact our firm today.

Elder Law & Medicaid Planning Lawyers | Here to Secure Your Future

Here at Lacy Katzen LLP, we use a multidisciplinary approach to coordinate with financial advisors, accountants and CPAs, geriatric care managers, social workers, and, of course, family members. We are especially skilled at managing the Medicaid eligibility and application process—for clients with children residing out of town or for clients who are overwhelmed.

Our elder law attorneys have engaged in elder law planning for more than 25 years. Contact us to find out how we can help you plan for the future.

Our Legal Services

We offer assistance with a broad range of issues, including the following:

  • Nursing Home Cost Planning: We can help you devise a strategy to protect a substantial amount or in some cases all of your assets, depending on the facts of each case. Even if a loved one is already in a nursing home, it is not too late for asset-protection planning.
  • Home Asset Protection: Your home is more than just a structure; it is a trove of memories. We offer strategies tailored to your specific situation that may protect your house or its equity.
  • Medicaid Application Assistance: While nursing homes might offer free Medicaid application assistance, it has its own interests. We advocate for you, ensuring that you are aware of all asset-protection strategies available.
  • Trust and Estate Planning: Whether it is a revocable living trust or other estate planning tools, we provide guidance on the best options for your unique needs.

Why Hire Lacy Katzen LLP?

Just some of the benefits of pairing with our firm to help you prepare for your future are as follows:

  • Protecting Assets: Our primary goal is to ensure your assets are protected. This includes your home, savings, and other valuables. We utilize strategies to mitigate the impact of nursing home expenses and other potential drains on your estate.
  • Advocacy: Non-lawyer representatives, while cheaper, work for the nursing home’s interests, not yours. With us, you will have someone advocating for you, providing legal advice and representation to ensure your rights and assets are protected.
  • Comprehensive Planning: From protecting your spouse from impoverishment due to nursing home expenses to ensuring your estate is passed down according to your wishes, we provide a holistic approach to elder law services.

Contact an Elder Law & Medicaid Planning Lawyer

We are here to guide, support, and advocate for you and your loved ones during this crucial phase of life. Reach out to us to discuss your concerns, and together, we can chart a path that ensures security, dignity, and peace of mind for your golden years.

Medicare Part A can cover, in full, the first 20 days of a rehabilitative nursing home stay only after a qualifying 3-day hospital stay and can cover a portion of the nursing home stay for up to 100 days.

Not necessarily, we can typically undertake lawful asset protection planning to save approximately one half to potentially all assets for a single person depending on whether or not there were sizable gifts made during the past 5 years or other exemptions that may be available. Even if gifts were made during the five-year period, there may still be planning available to protect those gifts and in many cases, protect additional gifts. We may be able to save substantially everything if the nursing home bound individual has a spouse living in the community.

With proper planning your house may be protected. Planning is still available after a client enters a nursing home, in many cases.

Transferring the house is a planning option based on each individual’s circumstances. For the vast majority of cases, the house or one half of its equity can be protected after a client enters a skilled nursing facility depending on each circumstance.

Typically, the spouse living in the community is allowed to keep between $74,820 and $137,400 in total assets, subject to Medicaid gifting rules.

However, if we undertake asset protection planning, we can often avoid the need to spend down assets and protect substantially all assets for the spouse, again subject to Medicaid gifting rules.

Non Lawyers are working for the nursing home, and they typically want you to spend down your assets privately paying the nursing home. They cannot provide legal advice to you and as a result will not provide what lawful asset-protection strategies are available to protect your assets. Further, without legal planning, if there is a Medicaid penalty period assessed and/or an unpaid nursing home bill not covered by Medicaid benefits even after the non-lawyers obtain Medicaid benefits for you, you are on your own and, in many cases, a lawsuit will be commenced by the nursing home for the unpaid bill.

No. A revocable trust does not protect assets from long-term care costs; you will still require asset protection planning.

Why Choose Lacy Katzen

Our mission is to ethically serve our clients with excellence and teamwork each day.

Over 73 Years of Experience
Nine Attorneys Listed in Best Lawyers in America®
Ranked by Best Lawyers as a Best Law Firm®
Six Attorneys Named as Super Lawyers
One Attorney is a Fellow at the American College of Trial Lawyers

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