Medicaid Planning, Asset Protection, and VA Planning

Legal Services for Older Adults, Disabled Individuals, and their Families

Our team of experienced Elder Law attorneys deliver a wide range of legal service, tailored to the needs of clients. We provide a variety of services including:

• Asset Protection: Safeguard your assets from creditors and other potential liabilities.
• Estate Planning: Guidance throughout the estate planning process to ensure your wishes are carried out in accordance with Ohio law.
• Elder Law: Counsel for those needing assistance due to age, disability, or other special needs.
• Special Needs Trusts: Created with assets belonging to a person other than the beneficiary.
• Medicaid Planning: Assistance for Medicaid applicants to plan for long-term care. Includes preparing estate plans, assessing Medicaid eligibility, and consultation about the Medicaid application process to receive benefits.
• Financial Planning: Tax-saving strategies to protect created wealth.
• Legal Documents: Includes drafting wills, powers of attorney, guardianship nomination, and other related legal instruments.
• Medicaid Appeals: Representation in administrative hearings for Medicaid appeals.
• Special Needs Trusts: Counsel to create trusts that protect the rights and benefits of individuals with disabilities.
• VA Benefits: Advice for service members, veterans, and their families.

Our attorneys understand that legal issues can be emotionally draining. That's why we provide our clients with compassionate and personalized service. We are dedicated to finding the best solution possible for every individual so they can receive the care and benefits they deserve. If you or a loved one requires Medicaid assistance or other elder law services, contact us to schedule a free consultation with our Elder Law attorneys.

Attorney Contact: Marc R. Hertrick

Our Elder Law attorneys will help you protect your assets

Protecting your assets is not only important for financial stability, but can be especially beneficial when long-term care is needed. With proper planning, we can work with you to devise strategies so that your wealth and savings will address future needs. 

A will is the first place to start

The last will and testament dictates what will happen to the money, property, and belongings when a person dies. It instructs probate court and the executor how to distribute assets upon a person's death. For people with young children, one of the most important aspects of a will and estate plan is the selection of guardians, which plays a critical role in the probate court's selection of a guardian for minor children.

Trusts to avoid probate

A Living Trust helps to avoid probate for virtually any asset that is owned. The first step is to create a trust document that names someone to take over as trustee upon the death of the individual. 

Probate assets

These assets are subject to the probate process to get the assets out of the deceased person's name and into the names of the rightful heirs. Probate assets include certain real property in the decedent's name, bank accounts, stocks and bonds, vehicles including cars and boats, and business interests. 

Qualification for Medicaid benefits

Medicaid eligibility rules are based on several factors including individuals with low-income; pregnant women, infants, and children; older adults; and individuals with disabilities. Our attorneys will help determine your Medicaid eligibility and will assist with the Medicaid application.