THE H I L B U N LAW FIRM COMMITMENT

I have the experience necessary to ' represent individuals in this complicated ; legal process. My technical staff is i qualified to assist in the preparation and i filing of your Medicaid application. My ! firm will provide highly professional legal \ services to assist you in accomplishing your objectives while avoiding i unnecessary long term care expenses. |

COMPLIMENTARY MEDICAID | EL IGIBIL ITY APPRAISAL

A comprehensive Medicaid Eligibility Appraisal requires detailed information ; about the financial resources of the ' individual. We have included a checklist | of documents necessary for our ] Medicaid review. Please have copies of [ these documents available at the consultation.

CALL FOR A N APPOINTMENT

Regular office hours are 9-5 Monday | through Thursday and 9-Noon on i Fridays. Evening hours can be available ; if necessary. Please call (281) 955-9292 • to schedule a complimentary [ appointment. Following the consultation, we will explain our services and : reasonable fees.

DOCUMENT CHECKLIST

• Last Will & Testament • Power of Attorney (POA) • Health Care (POA) • Living Will • Trusts • Proof of monthly Income o Current bank statements • Current brokerage statements o Annuities/Life Insurance • Health insurance information • Real Property Tax Documents

(including oil and gas rights) • List of automobiles o List of personal property,

collectables, jewelry, safe deposit box contents

• Funeral and burial arrangements

o Assets transferred in the past 5 years

• Date of nursing home entry

ADDITIONAL LEGAL SERVICES

In connection with your Medicaid Application, it may be advantageous to adopt additional legal steps. Our firm provides experienced services in the following areas:

Guardianship; Wills I Miller trusts ' Powers of Attorney Medical Directives Probate Estate Plannipg

MEDICAID ELIGIBILITY FOR LONG-TERM CARE

THE HILBUN LAW FIRM, P.C. A t t o r n e y a t L a w

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S p e c i a l i z a t i o n

PLANNING FOR LONG TERM CARE

Individuals must assess their options in funding long-term care. If the individual is not financially independent, other options, including Medicaid, should be evaluated. Appropriate legal and financial planning can solve the problems encountered when applying for Medicaid benefits. Even after a person has entered a nursing home, planning can be effective.

MEDICAID IN TEXAS

The State of Texas provides financial assistance for long-term healthcare through the Medicaid Program of the Texas Department of Human Services. A complicated application process is used to qualify potential recipients for Medicaid.

QUALIFYING CRITERIA

To receive Medicaid benefits, an irdividual must:

Be a US Citizen Be a Texas Resident Meet health criteria Be in a nursing home for 30 days Be under the income cap limit Be under the resource limit

COMPLICATED PROCESS

Medicaid law is complicated. The Texas Department of Human Services does not provide financial and legal advice to healthcare consumers.

Thousands of senior citizens, their spouses and families, are burdened with unnecessary expense because of their lack of knowledge about available Medicaid resources. Without legal advice and planning, financial assets become depleted, creating further stress for a spouse and family members.

CREATING A P L A N

Creating an effective plan for Medicaid qualification requires sound legal advice as well as sensitivity to spousal and family goals, objectives, and needs. Legal documents, such as a Miller Trust, Power of Attorney and guardianship proceedings, may be required for Medicaid eligibility.

Important areas we consider during the planning process incSude: •Plan of care needed and desired •Long-term care cost vs. monthly income •Liquid resources to supplement shortfalls •Life expectar.cy •Spousal and famiiy needs •Special needs of famiiy members •Overall asset holdings •Legal needs •Transfer penalties •Wills and estate distribution

M Y PLANNING PROCESS

My process for creating a financial plan to qualify for Medicaid benefits consists of four basic activities:

1. Establishing the current situation, including financial spreadsheets

2. Reviewing the goals and objectives of the spouse and family

3. Comparing the cunrent situation vs. goals through a comprehensive analysis

4. Providing recommendations that will help the family achieve their goals and objectives

P U T T I N G THE P L A N INTO ACTION

A thorough review of the individual's current situation and explanation of my suggested course of legal action is completed. The client then implements the recommendations of my law firm. All necessary legal documents are prepared for signature and as a final step, my law firm prepares Medicaid Form 1200 for submission to the Texas Department of Human Services requesting Medicaid benefits.