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Home Medicaid Planning Letters And Provision Forms-Package I

 

The attorney-client relationship is established from the initial contact. Make sure you have correct forms in place to assist in keeping your elder law practice in order with our first package of Medicaid Planning Letters and Provision Forms.


List of Legal Forms Included in this Package:

  • Form 5.1. Form Finding Chart
  • Form 5.1.1. Format of Client Letter
  • Form 5.2 Sample Medicaid Planning Letters
  • Form 5.2.1. Married, Letter to Senior, Spouse in Nursing Home, Assets $0-$210,000, House
  • Form 5.2.2. Married, Second Marriage, Letter to Relative, Senior in Nursing Home, Assets $0-$210,000, House
  • Form 5.2.3. Married, Letter to Relative, Both Seniors in Nursing Home, Assets $0-$210,000, No House
  • Form 5.2.4. Married, Letter to Senior, Spouse in Nursing Home, Assets $210,000-$1 Million, House
  • Form 5.2.5. Married, Letter to Relative, Parent in Nursing Home, Second Parent May Need to Go in into Nursing Home, Assets $210,000-$1 Million, No House
  • Form 5.2.6. Married, Letter to Senior, Spouse in Nursing Home, Assets $210,000-$1 Million, No House
  • Form 5.2.7. Married, Letter to Senior, Spouse in Nursing Home, Assets More than $1 Million, Two Condominiums
  • Form 5.2.8. Married, Letter to Son, Both Parents in Nursing Home, Assets More than $1 Million, House
  • Form 5.2.9. Married, Letter to Senior, Spouse Placement in Nursing Home Imminent, Assets $210,000-$1 Million, House
  • Form 5.2.10. Married, Spouse's Placement in Nursing Home Imminent, Assets $210,000-$1 Million, House
  • Form 5.2.11. Married, Letter to Senior, Spouse's Placement in Nursing Home Forseen, Assets $0-$210,000, House
  • Form 5.2.12. Married, Letter to Relatives, Nursing Home Foreseen for Mother, Assets $0-$210,000, House
  • Form 5.2.13. Married, Letter to Son, Mother Will Need Nursing Home Care, Assets $0-$210,000, No House
  • Form 5.2.14. Married, Letter to Senior, Spouse's Placement in Nursing Home Forseen, Assets $210,000-$1 Million, House
  • Form 5.2.15. Married, Letter to Spouse, Husband is Disabled and Will Need Nursing Home Care Sometime in Future, Assets $205,000, House
  • Form 5.2.16. Married, Letter to Relative, Placement in Nursing Home Forseen, Assets $210,000-$1 Million, No House
  • Form 5.2.17. Married, Letter to Seniors, Client Healthy, Assets $210,000-$1 Million, House
  • Form 5.2.18. Married, Letter to Relative, Clients Relatively Healthy, Assets $0-$210,000, House
  • Form 5.2.19. Married, Letter to Senior, Clients Healthy, Assets $210,000-$1 Million, House
  • Form 5.2.20. Married, Letter to Relative, Clients Healthy, Assets $210,000-$1 Million, House
  • Form 5.2.21. Married, Letter to Senior, Clients Relatively Healthy, Assets $210,000-$1 Million, No House
  • Form 5.2.22. Married, Letter to Seniors, Clients Relatively Healthy, Investment Assets Between $210,000 and $1 Million, House
  • Form 5.2.23. Single, Letter to Relative, Client in Nursing Home, Assets $0-$210,000, House
  • Form 5.2.24. Single, Letter to Relative, Client in Nursing Home, Assets $0-$210,000, No House
  • Form 5.2.25. Single, Letter to Relative, Senior in Nursing Home, Assets $0-$210,000, No House
  • Form 5.2.26. Single, Letter to Relative, Placement in Nursing Home Imminent, Assets $210,000-$1 Million, No House
  • Form 5.2.27. Single, Letter to Relative, Assets $0-$210,000, No House
  • Form 5.2.28. Single, Letter to Senior, Nursing Home Placement Forseen, Investment Assets $210,000-$1 Million, House
  • Form 5.2.29. Single, Letter to Friend, Placement in Nursing Home Foreseen, Assets $210,000-$1 Million, House
  • Form 5.2.30. Single, Letter to Relative, Nursing Home Placement Foreseen, Assets $210,000-$1 Million, No House
  • Form 5.2.31. Single, Letter to Relative, Nursing Home Placement Foreseen, Assets More Than $1 Million, House
  • Form 5.2.32. Single, Letter to Senior, Client Healthy, Assets $0-$210,000, House
  • Form 5.2.33. Single, Letter to Relative, Client Healthy, Assets $0-$210,000, House
  • Form 5.2.34. Single, Letter to Senior, Client Healthy, Assets $210,000-$1 Million, House
  • Form 5.2.35. Single, Letter to Friend, Client Healthy, Assets $210,000-$1 Million, House
  • Form 5.3. Medicaid Explanation
  • Form 5.4.1. Married Client, Disabled Spouse Still at Home, Explanation of CSRA

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Product Details

Forms are in Rich Text Format (.rtf)
For use with word processing software
Each pack is zipped and sent by email
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