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.
To learn more about getting into the "box", please fill out the form below.
Topics
Complete the form to get your free guide
Related Resources
WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset
Learn More
2024 Estate Planning Awareness Week - Free Marketing Package
Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More
2024 Estate Planning Industry Trends Report
Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.
Learn More