Asset Protection & Medicaid Planning Experts!


Free Planning Guide for Caregivers | Contact Us

Is the initial telephone call and first appointment free?

There is never a charge for our free initial appointment and consultation. There is also no charge for telephone calls, any other miscellaneous activities, or the time spent engaging in any of those activities, as we do not bill by the hour. In short, there will be no surprises.

If you can really do this, how come I haven’t heard about this before?

It is our experience that even most attorneys do not know Medicaid law. So it is not surprising that the public—and even well-intentioned and well-educated individuals within the senior services field—is unfamiliar with the fact that there are legal and ethical protections available.

Are your Medicaid-related asset protection strategies really legal and ethical?

The asset protection strategies that we use are never hidden from the Medicaid caseworker. In fact, every transaction must be detailed on the Medicaid application. We highlight the areas where we have used a legally-sanctioned protection to benefit our client and are committed to using only strictly legal and ethical protections of the law that are communicated to our clients and to the government officials in a transparent manner.

How do you calculate your fees?

It is important to understand that our clients really want peace of mind. To help them, we have developed fixed package pricing for our services. We do not bill by the hour. We do not bill for phone calls, faxes, filing fees and other miscellaneous charges. We will quote you a fee based upon our formula, which takes into account the complexity of your case and the value that we are able to provide to you in asset protection. Our fee is payable at the beginning of our relationship and will cover all expenses of our representation. If you have a very simple case, and we are unable to provide you with a substantial benefit, our fee would be very low. However, in the event that we are able to provide you with substantial benefits, we will undertake a more sophisticated asset protection plan, and our fee will reflect the greater work being done on our part and the greater value being provided.

From our first phone call, how long will it take to find out if you can help us?

We can give you an answer within 24 hours as to whether it’s worthwhile for you to make an appointment to see us. Most lawyers have an intake process that assumes that a client can wait two weeks or more and fill out a 23-page questionnaire before the attorneys can begin to determine if they can be of assistance to the client. We have designed our systems with you in mind, so that we can give you a rapid response — because we know that you may be experiencing anxiety, stress, fear, guilt and uncertainty.