I am also going to have to refer the taxpayer to a local specialist in elder care tax and estate planning. Generally, you have to be "poor" (assets below a certain amount) to qualify for medicaid. There are several ways a person can use their assets for their or their family's benefit while still qualifying for medicaid assistance, but it's complicated and if it is done wrong, the person's benefit can be affected. Now is the time to pay an expert to get it right, because getting it wrong could be more expensive than the fee for the expert.
