Foreword |
|
11 | (4) |
Introduction |
|
15 | (2) |
|
Chapter 1 An Overview of Medicaid |
|
|
17 | (16) |
|
|
17 | (3) |
|
|
20 | (7) |
|
Home- and community-based living program |
|
|
21 | (3) |
|
Medicaid care coordination |
|
|
24 | (3) |
|
How Does Medicaid Work With Medicare? |
|
|
27 | (2) |
|
|
29 | (4) |
|
Chapter 2 How to Qualify & Sign Up |
|
|
33 | (12) |
|
|
33 | (3) |
|
Dealing with excess income |
|
|
33 | (2) |
|
|
35 | (1) |
|
|
36 | (1) |
|
|
37 | (5) |
|
|
40 | (1) |
|
Medicaid hardship waivers |
|
|
41 | (1) |
|
|
42 | (3) |
|
Chapter 3 Creative Ways to Qualify |
|
|
45 | (28) |
|
|
48 | (3) |
|
Case Study: Julie Northcutt |
|
|
51 | (1) |
|
|
52 | (3) |
|
|
55 | (10) |
|
|
55 | (2) |
|
|
57 | (1) |
|
|
58 | (1) |
|
|
59 | (1) |
|
|
59 | (1) |
|
Long-term life insurance and gifts |
|
|
60 | (2) |
|
|
62 | (1) |
|
Generation skipping transfer tax |
|
|
62 | (1) |
|
|
63 | (2) |
|
Children as Paid Caregivers |
|
|
65 | (3) |
|
|
68 | (5) |
|
Limited family partnerships |
|
|
71 | (2) |
|
Chapter 4 Asset Protection Strategies --- Safe Investments |
|
|
73 | (28) |
|
|
73 | (4) |
|
|
77 | (7) |
|
|
78 | (1) |
|
|
79 | (1) |
|
|
79 | (2) |
|
|
81 | (1) |
|
|
82 | (1) |
|
|
82 | (1) |
|
|
83 | (1) |
|
|
83 | (1) |
|
|
84 | (12) |
|
|
87 | (1) |
|
|
88 | (1) |
|
Grantor irrevocable trust |
|
|
89 | (1) |
|
|
90 | (1) |
|
Testamentary special needs trust |
|
|
90 | (1) |
|
Irrevocable life insurance trust |
|
|
91 | (2) |
|
Charitable Remainder Trust (CRT) |
|
|
93 | (1) |
|
Trusts vs. outright gifts |
|
|
94 | (1) |
|
|
95 | (1) |
|
|
96 | (1) |
|
|
97 | (4) |
|
Chapter 5 Asset Protection Strategies --- Wills, Deeds, & Your Home |
|
|
101 | (26) |
|
|
102 | (5) |
|
|
103 | (1) |
|
|
103 | (1) |
|
|
103 | (1) |
|
|
103 | (1) |
|
|
103 | (3) |
|
A Health Care Surrogate Designation |
|
|
106 | (1) |
|
|
107 | (8) |
|
|
107 | (1) |
|
Joint owners with rights of survivorship |
|
|
107 | (1) |
|
Lady Bird Deed or Enhanced Life Estate Deeds |
|
|
108 | (2) |
|
|
110 | (1) |
|
|
110 | (1) |
|
Estate recovery trends in individual states |
|
|
111 | (4) |
|
What to Do With Your Home |
|
|
115 | (12) |
|
Keep it, sell it, or transfer to kids? |
|
|
115 | (1) |
|
|
116 | (1) |
|
Add children's names to the deed |
|
|
117 | (1) |
|
|
118 | (1) |
|
|
118 | (1) |
|
Transfer to children while keeping life estate |
|
|
119 | (1) |
|
Purchase a joint interest in a child's home |
|
|
119 | (1) |
|
Child moves into your home |
|
|
120 | (1) |
|
Parent moves in to the home |
|
|
121 | (4) |
|
|
125 | (2) |
|
Chapter 6 Long-Term Care Options |
|
|
127 | (26) |
|
|
127 | (4) |
|
|
131 | (5) |
|
|
136 | (3) |
|
Adult Day Healthcare Options |
|
|
139 | (5) |
|
Taking Care of Your Parents or Elderly Relative |
|
|
144 | (6) |
|
|
150 | (3) |
|
Chapter 7 Single vs. Married --- Resources |
|
|
153 | (10) |
|
Determining Value of Assets |
|
|
153 | (5) |
|
|
153 | (1) |
|
|
154 | (3) |
|
|
157 | (1) |
|
|
158 | (1) |
|
|
159 | (1) |
|
|
159 | (1) |
|
|
160 | (3) |
|
|
163 | (10) |
|
Case Study: Law Office of William J. Brisk |
|
|
166 | (1) |
|
What Is Certification and Is It Important? |
|
|
167 | (1) |
|
Preparing to Meet an Elder Lawyer |
|
|
168 | (2) |
|
Case Study: The Karp Law Firm |
|
|
170 | (3) |
|
Chapter 9 Alzheimer's Disease & Medicaid |
|
|
173 | (6) |
|
|
173 | (1) |
|
|
174 | (2) |
|
Type of Long-Term Care of Alzheimer's Patients |
|
|
176 | (3) |
Appendix A Where to Contact the Agency in Your State |
|
179 | (8) |
Appendix B Medicaid News From State to State |
|
187 | (6) |
Bibliography |
|
193 | (2) |
Glossary |
|
195 | (4) |
Index |
|
199 | (4) |
About the Experts |
|
203 | |