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MEDICAID PLANNING CLIENT QUESTIONNAIRE  Form

MEDICAID PLANNING CLIENT QUESTIONNAIRE Form

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This is a question that we get all the time and sometimes, and I understand the point. I might be helping out a married couple, only one of which needs Medicaid, whether it's help paying for home health care or help paying for care in a facility. And I'm asking for not only their assets, but the assets that are jointly owned and even assets that are individually owned by the community spouse. The community spouse is the one who's not applying for Medicaid, and maybe he's not thinking about applying for Medicaid for a very long time. And often the community spouse will get quite indignant. They're going. "This is not about me. This is about my wife or my husband, who is the one that needs Medicaid. Why are you asking me about my assets?" And the answer is not because we're trying to be annoying. The answer is that your elder law attorney is doing that because we need that information because that information must be su

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