Medicaid Qualification Strategy

Ideal For: Individuals or families worried about affording long-term nursing home care or assisted living. What We’ll Do: In this session, we’ll conduct a personalized review of your financial situation—including income, assets, recent transfers, and any gifting history—to determine where you stand in relation to Georgia or North Carolina’s Medicaid eligibility rules. We’ll discuss legal strategies to qualify for Medicaid without unnecessarily spending down all your assets, including exempt assets, spousal protections, and timing considerations. You’ll also learn how to avoid triggering penalties or disqualification due to gifts or asset transfers. This is not a cookie-cutter overview—it’s a tailored roadmap to help you or your loved one preserve resources while accessing essential care. Common Topics Covered: • Medicaid asset and income limits • Look-back period analysis • Gifting penalties • Spousal resource and income protections • Legal strategies for spend-down or asset repositioning • Planning next steps for application or appeal