EPISODE · Aug 4, 2026 · 54 MIN
How Last Minute Medicaid Planning Can Protect Assets
from The Legal Exchange · host The Financial Exchange Network
n this episode of The Legal Exchange, Todd Lutsky and Susan Powers continue their discussion of last-minute Medicaid eligibility and explain how families may still have options when nursing home care becomes urgent. They cover a Wisconsin caretaker agreement case, why poorly drafted personal care contracts can create major Medicaid problems, and why payments for caregiving services need to follow specific rules. Todd also breaks down a New Jersey case involving Medicaid liens, state liens, pooled trusts, and inherited assets, then answers listener questions about protecting a non-retirement annuity and updating an irrevocable trust after the death of a child without restarting the five-year look-back period.
Embed this episode
NOW PLAYING
How Last Minute Medicaid Planning Can Protect Assets
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.