Comprehensive Medicaid Planning to Protect Your Future

Our elder law attorneys at Strauss Attorneys, PLLC can help you with this complex process and ensure you receive the necessary care. We have a solid history of effective representation for families seeking elder law & Medicaid planning services. If you need a safety net that helps protect you from catastrophic healthcare costs as you age, we can help with effective planning. 

What Our Clients Say

Efficient. Courteous. Professional. Thorough. Educative. Detailed.
Lee did a great job guiding us through the process.

D.H. & E.H. – Candler, NC

We found it a pleasant experience, not the ordeal we thought it would be.

N.H. & M.H. – Flat Rock, NC

Very professional. Prompt service.

D.B. & B.B. – Pisgah Forest, NC

Very professional, objective and precise, yet presented in easy to understand language.

E.M. & J. M. – Brevard, NC

I sincerely thank all of you and I feel comfortable concerning my will.

S.H. – Asheville, NC

Strauss Attorneys PLLC does a terrific job of estate administration.

B.A. – Waynesville, NC

Reinstatement of our trust since moving from CA. Brad. Alex and Kim were so welcoming and professional in every way including some very personal issues with family members. Brad...

Mark & Kathy Willard

I need help with a final accounting and I think I’ve found the right person.

Robert Todd Dorsey

Our experience with Strauss Attorneys PLLC in Hendersonville, North Carolina has been nothing short of fantastic. At our age, we were long overdue to generate a Will or Trust to...

RK

Andy Strauss is the best. He’s smart, caring, a good listener, a clear communicator, and collaborative. Highly recommend him.

L — Asheville, NC

I needed to get a document notarized and it was a wonderful experience. The professionalism was outstanding with an extremely knowledgeable young lady.

Richard Ehlers

I was taken care of very well. James Fleming was polite and well knowledged.

L.H., Hendersonville, NC

Very friendly, informative, and thorough. All personel seem very professional.

Anonymous, Hendersonville, NC

We felt important and have had for years a good relationship with Lee Mulligan

Wiley & Betty, Hendersonville, NC

I have been particularly impressed with the thoroughness of document preparation and explanations in writing of what I should do to maximize the provisions & benefits of my ...

P.A., Hendersonville, NC

Professional assistance in a friendly atmosphere!

William & Linda, Hendersonville, NC

I was unaware of the document called a Living Trust until I attended a seminar presented by Lee Mulligan comparing the advantages of a trust with those of a traditional will. At...

Anonymous, Hendersonville, NC

Our experience was wonderful. Spoke with a language we both could understand and digest. You are a keeper.

MZ & BZ, Hendersonville, NC

Forming a trust for my family was a great experience with Mr. Henry’s professional and personal approach. I felt well informed and treated with the utmost respect. I appre...

PA, Hendersonville, NC

The experience & staff were courteous, professional, and we got what we needed.

GG & NG, Hendersonville, NC

Brad Henry was brilliant and precise. We highly recommend him.

DC & EC, Hendersonville, NC

Impeccable knowledge of NC Trusts & Wills. Difficult questions answered clearly and easily

WH, Hendersonville, NC

Great experience. Brad took time to explain everything thoroughly and was very thoughtful with looking at our entire situation. Grateful to him and the team that supports him.

Adam & Stephannie, Hendersonville, NC

Brad was very helpful in explaining the whole legal process – Brad explained the whole process in a very clear and understandable manner – Two notaries were very eff...

RL & NT, HEndersonville, NC

Our attorney, Lee Mulligan, and the staff were professional, courteous, and friendly.

D. R., Hendersonville, NC

Our experience was pleasurable, informative, emotionally satisfying, and confident that we are in good hands. Everyone is always courteous, helpful, considerate, and caring. The...

Burton and Doris, Hendersonville, NC

I have always been made to feel welcome and very well cared for by a most professional team of kind people who know their business well. Lee Mulligan in particular!

Anonymous, Hendersonville, NC

Professional, congenial, comforting. We have confidence in what you’ve done for us.

Steven & Carmon, Hendersonville, NC

We felt Brad welcomed us, educated us and made himself available for clarifications.

Sandy, Hendersonville, NC

Even though I feel intimidated by the “Big Book”, Lee was thorough in her explanations.

Nancy Pew, Hendersonville, NC

Lee explained everything in terms we could understand and the chart she drew was very helpful. We are confident our children will be well advised when settling our estate.

J.E. & B.E., Hendersonville, NC

We had a series of issues that Brad was able to incorporate into the discussion and explain the implications of each.

Cindy & Pam, Hendersonville, NC

Restatement of my trust was a stressless experience- Felt very comfortable with Brad & staff.

J.H., Hendersonville, NC

As a financial planner experienced with numerous estate planning attorneys, I was thoroughly impressed by...

E.R. Asheville, NC
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What Services Do We Offer for Elder Law and Medicaid Planning?

Our legal team in Hendersonville provides comprehensive elder law and Medicaid planning services to help individuals and families prepare for long-term care while protecting their financial well-being. When you knock on our doors, here are the services you can expect to enjoy: 

Medicaid Eligibility Planning

We assess your financial situation and develop strategies to meet Medicaid’s requirements while safeguarding your assets. Some of the strategies we use for Medicaid eligibility applications include the following:

  • Spending down assets. Utilizing funds on exempt expenses such as home modifications, medical care, and prepaid funeral expenses.
  • Converting countable assets to exempt assets. Transferring funds into a Medicaid-compliant annuity or purchasing an exempt home.
  • Utilizing spousal protection rules. Ensuring that the well spouse retains enough resources without affecting the other spouse’s Medicaid eligibility.
  • Life insurance policies. We can help explore using certain types of life insurance policies.
  • Family agreement. Setting up care agreements with family members can help address long-term nursing costs.

Asset Protection

We implement legal tools to shield your savings from being depleted by long-term care costs. We do this through various tools, such as:

  • Irrevocable Medicaid trusts. Transferring assets into a trust to protect them from Medicaid's asset limits.
  • Gifting strategies. Making strategic gifts to beneficiaries while considering Medicaid’s five-year look-back period.
  • Homestead exemptions. Ensuring your primary residence remains protected under Medicaid regulations.

Medicaid Applications & Appeals

We also assist families with the Medicaid application process to avoid delays or denials. Our services include gathering necessary financial records, income statements, and proof of eligibility. If your application is denied, we can represent you through the appeals process to secure Medicaid benefits.

Long-Term Care Planning

We help you prepare for potential nursing home or assisted living costs by structuring your assets and income appropriately. We can advise families to explore long-term care insurance options to help cover nursing home or in-home care expenses. We may also pursue the option of creating personal care agreements where family members provide care in exchange for compensation.

Estate Planning

Our Hendersonville, NC elder law & Medicaid services involve drafting wills, trusts, powers of attorney, and advance directives to ensure your wishes are honored. Some of the key components of estate planning concerning Medicaid include:

  • Durable power of attorney. Granting authority to a trusted individual to handle health decisions and legal matters.
  • Healthcare proxy & living will. We can also ensure your medical treatment preferences are respected if you become incapacitated.
  • Revocable and irrevocable trusts. We also help protect assets for future generations while maintaining your Medicaid eligibility.

Crisis Medicaid Planning

If you or a loved one suddenly require nursing home care, we can develop last-minute strategies to qualify for Medicaid without exhausting all assets. We can help develop urgent strategies such as the following: 

  • Medicaid-compliant annuities. Converting assets into an income stream to reduce countable resources.
  • Half-a-loaf strategy. We can also help in transferring a portion of assets to a family member while using the remainder for care costs.
  • Immediate spend-down plans. This strategy involves allocating funds to legal, medical, and personal expenses to meet eligibility requirements quickly.
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When Should I Get Started with Medicaid Planning?

Many people don’t consider Medicaid planning until they are faced with costly medical bills or an urgent need for nursing home care. However, proactive planning is key in improving your financial security and eligibility for Medicaid benefits. 

The best time to start Medicaid planning is before you need care, ideally several years in advance. Early planning allows for more asset protection options and reduces the risk of penalties from Medicaid’s five-year look-back period. 

If you didn’t plan well in advance, you might be caught needing Medicaid and not being able to access it. If you have assets you don’t want to be counted when determining if you qualify for Medicaid, the time to start planning is now. If you think you might require long-term care in the future, contact your attorney now to help you explore the available Medicaid planning options.

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Contact Us Today for Hendersonville, NC Elder Law & Medicaid Planning Services

The legal maze involved in Elder law and Medicaid planning in Hendersonville can be overwhelming. Our attorneys at Strauss Attorneys, PLLC are ready to guide you through the Medicaid planning that aligns with your wishes. The best approach is not to wait until a crisis occurs but to take action today. Contact us to schedule a consultation and secure your future.

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Our Team: Certified and Award-Winning Attorneys

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Andrew A. Strauss Partner, Board-Certified Specialist

With over four decades of experience, Andy takes a comprehensive approach, guiding clients through everything from basic will preparation to complex trust structures and business succession planning.

  • Top-Rated Lawyer in Trust & Estates
  • Member of the North Carolina, Florida, and Pennsylvania State Bars
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Lee C. Mulligan Partner, Attorney at Law

With a keen eye for detail and a client-focused approach, Lee helps individuals and families safeguard their legacies, minimize tax burdens, and confidently navigate complex legal matters.

  • President of Summit Title Insurance in Hendersonville, NC.
  • Numerous non-profit board services in New Jersey and North Carolina
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Cory Howes Partner, Attorney at Law

Cory combines legal expertise with a strong financial background in tax, investments, and insurance. His practice is centered around a deep commitment to assisting families with their estate planning and administration needs.

  • North Carolina Bar Association
  • Virginia Bar Association
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Larry S. Hartley Partner, Board-Certified Specialist

A former U.S. Naval Diving and Salvage Officer, Larry brings dedication and expertise to protecting seniors and their families, with a focus on estate planning, Medicaid, and veterans benefits.

  • Member, North Carolina Bar Association
  • Member, National Academy of Elder Law Attorneys (NAELA)
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Brad Henry Partner, Attorney at Law

With over a decade of experience practicing law, Brad brings extensive expertise in estate planning, guardianships, fiduciary litigation, and probate and trust administration, as well as a dedication to helping clients protect their legacies.

  • AV Preeminent® rating by Martin Dale Hubbell
  • Florida’s Real Property and Probate Trust Law (RPPTL) Section
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Peter McGuire Partner, Attorney at Law

Leading our estate and fiduciary litigation team, Peter has practiced law in Western NC. since 2002 and specializes in trust and estate disputes, advanced planning, and business succession.

  • Member of the North Carolina Bar Association
  • Inaugural Member of the Harry C. Martin American Inn of Court
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Daire Roebuck Attorney at Law

With nearly two decades of experience, Daire guides clients through estate planning with clarity and compassion. Dedicated to giving back, she actively supports pro bono initiatives and community advocacy.

  • Estate Planning & Fiduciary Law Section, North Carolina Bar Association, since 2007
  • North Carolina Bar Admission
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James B. Fleming Attorney at Law

Inspired by witnessing seniors’ challenges, James is passionate about guiding families through estate planning and elder law. Through Wills for Heroes, he proudly provides essential estate planning services to first responders.

  • North Carolina Bar Admission, 2019
  • South Carolina Bar Admission, 2021
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Samantha Reichle Attorney at Law

With nearly two decades of experience, Samantha specializes in estate planning, trust administration, and fiduciary income tax matters. She has a unique ability to make complex estate planning discussions approachable.

  • North Carolina Bar Admission, 2013
  • Member, 10th Judicial District Bar
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Our Offices

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Let’s Start Planning Your Future Today

Whether you need to create a simple Will, protect your assets, or plan for your business, our team is here to help.

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