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Elder Law & Medicaid Planning

Elder Law & Medicaid Planning

Comprehensive legal solutions to protect seniors and ensure quality care

Protecting Seniors & Their Assets

Our elder law attorneys specialize in addressing the unique legal needs of seniors and their families, with a focus on preserving dignity, independence, and financial security. We understand the complexities of Medicaid eligibility and can help you navigate the application process while implementing strategies to protect your assets and ensure you receive the care you need.

Many of our clients are seeking to protect their assets from the cost of long-term care. Our attorneys work with families to custom design a plan that preserves wealth while ensuring access to quality care and government benefits.

The cost of long-term care can quickly deplete a lifetime of savings. Our attorneys work with families to develop strategies that protect assets while ensuring access to necessary care.

Elder law encompasses a wide range of legal issues affecting older adults, including healthcare decisions, financial planning, and protection from abuse and exploitation. We provide comprehensive legal services tailored to the unique needs of seniors and their families.

Our Elder Law Services

Medicaid Planning

Strategic planning to help you qualify for Medicaid benefits while preserving your assets for your spouse and heirs.

Long-Term Care Planning

Comprehensive planning for future care needs, including nursing home care, assisted living, and in-home care options.

Guardianship & Conservatorship

Legal representation for establishing guardianships and conservatorships when a loved one can no longer make decisions independently.

Medicaid Planning Strategies

Medicaid planning requires careful consideration of complex eligibility rules and look-back periods. Our attorneys can help you implement legal strategies to:

  • Protect your home and other exempt assets
  • Establish appropriate trusts to shield assets
  • Convert countable assets to exempt assets
  • Utilize spousal protection provisions
  • Plan for the five-year look-back period
  • Coordinate with government benefit programs

We work closely with financial advisors, care managers, and healthcare providers to ensure a comprehensive approach to your elder care planning needs.

Case Study: Protecting a Lifetime of Savings

A retired couple came to us concerned about how to pay for potential long-term care without depleting their savings. We developed a comprehensive plan that included:

  • Creating an irrevocable Medicaid trust for their home and investments
  • Implementing a gifting strategy that respected the five-year look-back period
  • Restructuring assets to maximize spousal protections
  • Coordinating with their financial advisor on appropriate investments

Result: When one spouse later needed nursing home care, they qualified for Medicaid benefits while preserving most of their assets for the community spouse and their heirs.

"

Dad always wanted to provide for us. Growing old with dignity and leaving a legacy were the two most important things to him.

After mom passed away, Dad moved in with us. But when the stairs became too much, we all realized that an assisted living facility was the best and safest place for him to live with the independence and dignity that he had always wanted.

Thanks to attorneys at Cody, Cody & McCarthy, we were able to provide both the care Dad needed and lifestyle he wanted, and Dad was still able to realize his dream of paying for my son's college education and my niece's wedding.

AM

Anthony M, Jr.

Milton, Massachusetts

Plan for Long-Term Care

Our elder law attorneys can help you navigate the complexities of Medicaid planning and asset protection.

Schedule a Consultation

Need Help With Elder Law or Medicaid Planning?

Our experienced attorneys can guide you through the complexities of elder law and help protect your assets while ensuring quality care.

Schedule a Consultation