The Elder Law Crash Course

30 Essential Points in 15 Minutes or Less

A Master Checklist of Strategies to Get the Care You Need, Qualify for
Medicaid & Still Retain the Benefit of Your Money and Property

by David A. Cutner, Esq.

Elder Law is a complex legal discipline, but its procedures, goals and advantages can be stated succinctly. The Elder Law Crash Course gives you a quick, capsulized overview of the entire planning process and its component parts. You can read it in just 15 minutes.

For more detailed discussions of these subjects, see Lamson & Cutner’s Special Reports, 25 Strategies to Prevent Financial Ruin from Long-Term Health Care Costs, and The Top Ten Elder Law Strategies for Alzheimer’s Patients and Their Families. Email us or simply call 1 (855) 898-1919 and we’ll send them to you.

Following this Special Report, you’ll find a worksheet that conveniently lists each individual principle, along with space for any brief notes you may wish to make. As you read the report, use the worksheet to jot down your thoughts on the issues of importance to you. This will be helpful when you address your concerns with an Elder Law attorney.

What follows isn't legal advice. For that, you’ll need the help of an experienced Elder Law attorney. Attempting Medicaid planning or other asset protection strategies without professional guidance is a risky proposition, both legally and financially.

Click the following links for the 30 Essential Elder Law Points contained in the Elder Law Crash Course:

1. Effective planning makes you eligible for benefits.
2. Know what you can lose.
3. Better to plan late than not at all.
4. Begin early for the best possible outcome.
5. Get the right lawyer.
6. Going it alone is frequently a mistake.
7. Medicaid and Medicare are different.
8. Use proven asset protection strategies.
9. A spouse can’t just say no.
10. Be careful with your 401k or IRA.
11. Don’t lock up your money.
12. Think about the house.
13. If you own a co-op, you’ll likely need professional help.
14. Think about hiring your kids.
15. Long-term care insurance doesn’t solve the problem in many cases.
16. Medicaid provides a lot.
17. Proper legal documents make good results possible.
18. Let your health care agent know precisely what you want.
19. Be smart about assigning critical responsibilities.
20. Guardianship proceedings are time-consuming and expensive, and can often be avoided.
21. An estate plan may be an important part of your Elder Law plan.
22. Title to property and beneficiary designations can be critical.
23. Don’t try to hide things.
24. Organization is a blessing.
25. Make the choice that’s right for you.
26. There are better benefits in New York.
27. Special plans for special needs.
28. Keep the aide you like.
29. Good relationships help make everything work out well.
30. You can move if you’re not happy.

Click the following links for the:

The Elder Law Crash Course Checklist or the PDF Version of the Checklist

Special Report Disclaimer