1. THE HILBUN LAW FIRM DOCUMENT CHECKLIST
COMMITMENT
MEDICAID
• Last Will & Testament
• Power of Attorney (POA) E L I G I B I L I T Y FOR
I have the experience necessary to ' • Health Care (POA)
represent individuals in this complicated ; • Living Will LONG-TERM
legal process. My technical staff is i • Trusts
qualified to assist in the preparation and i • Proof of monthly Income CARE
filing of your Medicaid application. My ! o Current bank statements
firm will provide highly professional legal • Current brokerage statements
services to assist you in accomplishing
o Annuities/Life Insurance
your objectives while avoiding i
• Health insurance information
unnecessary long term care expenses. |
• Real Property Tax Documents
(including oil and gas rights)
COMPLIMENTARY MEDICAID |
• List of automobiles
ELIGIBILITY APPRAISAL o List of personal property,
collectables, jewelry, safe
A comprehensive Medicaid Eligibility deposit box contents
Appraisal requires detailed information ;
• Funeral and burial
about the financial resources of the '
arrangements
individual. We have included a checklist |
of documents necessary for our ] o Assets transferred in the past
Medicaid review. Please have copies of [ 5 years THE H I L B U N LAW FIRM, P.C.
these documents available at the • Date of nursing home entry Attorney at Law
consultation.
ADDITIONAL LEGAL 21840 N o r t h w e s t Freeway, Suite C
Cypress, Texas 77429
SERVICES
C A L L FOR A N A P P O I N T M E N T (281) 955-9292
In connection with your Medicaid
Regular office hours are 9-5 Monday | Application, it may be advantageous to
through Thursday and 9-Noon on i adopt additional legal steps. Our firm E l i z a b e t h S. H i l b u n
Fridays. Evening hours can be available ; provides experienced services in the
if necessary. Please call (281) 955-9292 • following areas:
Board Certified - Estate
to schedule a complimentary [ Planning and Probate Law
appointment. Following the consultation, Guardianship; T e x a s Board of Legal
we will explain our services and : Wills I
reasonable fees. Miller trusts '
Specialization
Powers of Attorney
Medical Directives
Probate
Estate Plannipg

2. P L A N N I N G FOR L O N G T E R M COMPLICATED PROCESS MY PLANNING PROCESS
CARE
Medicaid law is complicated. The Texas My process for creating a financial plan
Department of Human Services does not to qualify for Medicaid benefits consists
Individuals must assess their options in
provide financial and legal advice to of four basic activities:
funding long-term care. If the individual is
healthcare consumers.
not financially independent, other
1. Establishing the current
options, including Medicaid, should be Thousands of senior citizens, their situation, including financial
evaluated. Appropriate legal and spouses and families, are burdened with spreadsheets
financial planning can solve the unnecessary expense because of their 2. Reviewing the goals and
problems encountered when applying for lack of knowledge about available objectives of the spouse and
Medicaid benefits. Even after a person Medicaid resources. Without legal advice family
has entered a nursing home, planning and planning, financial assets become 3. Comparing the cunrent
can be effective. depleted, creating further stress for a situation vs. goals through a
spouse and family members. comprehensive analysis
4. Providing recommendations
that will help the family
MEDICAID IN T E X A S CREATING A PLAN
achieve their goals and
The State of Texas provides financial Creating an effective plan for Medicaid objectives
assistance for long-term healthcare qualification requires sound legal advice
through the Medicaid Program of the as well as sensitivity to spousal and PUTTING THE PLAN INTO
Texas Department of Human Services. family goals, objectives, and needs.
A complicated application process is Legal documents, such as a Miller Trust,
ACTION
used to qualify potential recipients for Power of Attorney and guardianship
A thorough review of the individual's
Medicaid. proceedings, may be required for
current situation and explanation of my
Medicaid eligibility.
suggested course of legal action is
QUALIFYING CRITERIA Important areas we consider during
completed. The client then implements
the recommendations of my law firm. All
the planning process incSude:
To receive Medicaid benefits, an necessary legal documents are prepared
•Plan of care needed and desired
irdividual must: for signature and as a final step, my law
•Long-term care cost vs. monthly
firm prepares Medicaid Form 1200 for
income
Be a US Citizen submission to the Texas Department of
•Liquid resources to supplement
Be a Texas Resident Human Services requesting Medicaid
shortfalls
Meet health criteria benefits.
•Life expectar.cy
Be in a nursing home for 30 days
•Spousal and famiiy needs
Be under the income cap limit
•Special needs of famiiy members
Be under the resource limit
•Overall asset holdings
•Legal needs
•Transfer penalties
•Wills and estate distribution