The Elder Law Coach
Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. Visit him at www.TheElderLawCoach.com. This podcast was formally known as Elder Law in a Box.
The Elder Law Coach
Epi 20 Presenting the Single Medicaid (Half-a-Loaf Explained)
Working with the family who is needing Medicaid for the Single Person can be a challenge. It's also really exciting since most families really believe they are going to lose everything now that care is needed.
In today's episode, Todd explains the rules for the single person and how to present it to the client. He also fully explains the Half-a-Loaf strategy and also shows you how to make saving half-a-loaf into 60-70% of the loaf. Todd offers you his Golden Formula for calculating how much can be given and how much has to be paid back.
Join us today to learn one of the coolest presentations that you can make to a family to help them save a large part of their estate.
Check out our new website www.TheElderLawCoach.com.