Asset Protection Plan Implemented for Senior Couple

February 2022

An elderly couple approached us to create a comprehensive estate plan that would protect their life savings while ensuring they qualified for Medicaid assistance for long-term care. We developed a strategy that included irrevocable trusts, advanced directives, and asset transfers to meet Medicaid's strict eligibility criteria. This plan allowed the couple to preserve their financial legacy for their children while accessing the care they needed. Our approach gave them financial security and peace of mind as they moved into the next stage of their lives.

Through personalized legal strategies and relentless advocacy, Clarity Legal Solutions has achieved life-changing outcomes for our clients. Contact us today to discuss your case and see how we can assist you

Practice area(s): Estate Planning

Caitlin M. Sample

Meet Attorney Caitlin Sample Your Dedicated Family and Personal Injury Attorney in Santa Fe Caitlin Sample is a double-graduate of the University of New Mexico, earning her Bachelor's Cum Laude in 2013 and her Juris Doctorate with honors in 2019. Born and raised in Pensacola, Caitlin is passion...