Q. My sister-in-law and my husband have recently been discussing Medicaid Planning for my husband’s mother, who is in an early stage of dementia. You and your law firm represented my parents several years ago when we needed to protect their assets and get my mom
on Medicaid. Thank you again for that! My siblings and I are very grateful that you were able to protect all of our parents’ assets for my father’s use for the rest of his life and still get our mother on Medicaid! Before meeting with you, we did not think this was possible!
From working with you and learning about your credentials, we know
that you are a very experienced Elder Law attorney who understands all the nuances of the Medicaid statutes, the Medicaid regulations, and the Medicaid manual, both at the state level and the federal level. I also know from going through the Medicaid planning process for my parents, and from reading your newsletters over the years, that Medicaid planning and filing of the Medicaid application are extremely complex legal matters, and we know for certain that we should not tackle it alone. I know
you are a Certified Elder Law Attorney because you have CELA after your name, and I know that your law firm (and a few other local law firms) specialize in Medicaid planning, so because my family had such a good experience using your firm, I suggested to my family that we use your firm’s services for my father-in-law’s situation. However, my husband‘s sister has suggested that we may be able to save money by instead using a Certified Medicaid Planner (CMP) to help us do Medicaid planning and
have them apply for Medicaid for us. I have done a little research about CMPs, and from what I’ve seen these people are not attorneys, and therefore can’t give legal advice, and from what I already know about Medicaid planning, and the work we already did with your firm for my parents, there is a lot of legal knowledge and legal advice that goes into it. I really want to make sure the Medicaid planning process for my mother-in-law is done correctly and legally, and that the application is done
at the right time, and done right the first time, but I have my doubts about using a CMP. Can you clarify the difference between using a CMP and a Certified Elder Law Attorney to do Medicaid Planning? Thanks for your help!
