Trusts & Estates

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Trusts & Estates

Medicaid Planning: Thinking INSIDE the Right Box

By: Brent Kellenberger, Esq.

This concept of thinking inside the right box, as applied to Medicaid planning, refers to the attorney getting out of her proverbial “box” to spot and reveal the issues she would want to consider if she were in the client’s position. In this brief article, I will introduce the “box,” how to get in it, and why it can be important. This article will challenge you to reconsider your approach to Medicaid planning.

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