Medicaid

What are the realities when nursing homes engage in relationships with nonlawyer Medicaid planners and things go wrong?   The following is a simplified example:   A nonlawyer’s Medicaid planning strategies have failed for a resident of the facility. Because of incompetent Medicaid planning efforts, the elderly resident is...

Uncollectable accounts receivable are debts that have no chance of being paid. When Medicaid planning by a nonlawyer fails for an elder resident, how will the nursing home be paid for services rendered?   Questions that need to be asked when nonlawyer Medicaid planning fails:   Are unpaid...

Commissioned-Based Medicaid Planning Fees Some nonlawyer Medicaid planners are compensated when they sell annuities. These individuals target seniors who exceed Medicaid eligibility limits. A senior purchases an annuity from the planner in order to fall within Medicaid asset limits, and the Medicaid planner takes a commission.   The...

When facilities or employees receive rewards for referring to nonlawyers, things take a turn for the worse. Under Florida law, “bribes, kickbacks, and certain solicitations are prohibited.” The nursing home that engages in such activity may be subject to civil liability or even criminal penalties.   But...

Yes, it is possible. According to Florida Statute 777.011, (and as stated in Chapter 3): Both referral sources and seniors who retain a nonlawyer for Medicaid planning purposes should be aware of the possible illegality of their actions, however unwitting or intentional their actions may be. “Whoever...

Serious liabilities may lurk for long-term care facilities and employees affiliated with nonlawyer Medicaid planners. When a non-lawyer Medicaid planner’s actions result in the nursing home resident’s personal financial harm and/or denial of Medicaid eligibility, this can become a matter of financial exploitation of the resident. Depending...

Individuals and companies with no license to practice law, yet stake their claim as Florida “Medicaid planners” run the gamut. Individuals as Medicaid planners Public record shows that the following types of individuals have been Medicaid planners in Florida: annuity salesmen insurance salesmen geriatric care managers Florida...