Checklist of Medicaid Planning Options

This checklist is designed for attorneys, to serve as a “memory jogger” as you focus on the facts of a client’s situation, to prevent you from overlooking a helpful technique. Of course, as you have learned, not every technique works in every state! Note that ALL of these techniques are discussed in detail in the Medicaid Secrets book and the Medicaid Planning: From A to Z manual.

Single Clients



Married Clients
in addition to all of the above:

Avoiding Estate Recovery