The Elder Firm, LLC - Nathan J. Forck, Attorney

Wednesday, February 29, 2012

Medicaid-Compliant Annuities

If anyone has any questions on "Medicaid-Compliant" Annuities, please feel free to call my office.  In my opinion, these annuities are an outstanding vehicle for asset protection, especially for a married couple. However, there is a lot of misinformation about what can and cannot be done with these annuities and how they work within the framework of an application for Medicaid vendor nursing care benefits with the Missouri Family Support Division.

Please understand that while a financial advisor may understand the product itself, he or she does not understand how the annuity works within the context of an application for Medicaid benefits.  Consequently, it is very important to discuss these products with an elder law attorney that is familiar with the Missouri Medicaid system and with how it treats these products.

Upcoming Seminars: March and April

March 20, 2012
12:00-1:30 PM
Lunch and Learn Basics of Medicaid and Veteran's Aid in Attendance Eligibility

Millard Family Chapel
540 South Summit Drive
Holts Summit, MO
RSVP: Mark (573) 680-7880

March 29, 20126:00-8:00 PM
Estate Planning and Medicaid Eligibility

Crestview Home
1313 South 25th Street
Bethany, MO
RSVP: Sherry (660)425-3128


March 22, 2012

6:00 pm - 8:00 PM
Estate Planning and Medicaid Eligibility

Frene Valley Health Center
1800 Wein
Hermann, MO
RSVP: Jenny (573) 486-3155


April 24, 2012

12:15-1:00 PM
Basics of Medicaid Eligibility

Senior Center @ the Mall
3600 Country Club Drive
Jefferson City, MO


April 26, 2012

12:15-1:00 PM
Basics of Veteran's Aid in Attendance Eligibility

Clarke Senior Center
1310 Linden Drive
Jefferson City, MO