Elder Advantage
Why choose a non-attorney
representative?
representative?
| But Why should YOU choose a non-attorney representative? |
| Elder Advantage |
Strategic Planning for the Senior Generation . . . Because Wise Decisions Last a Lifetime |
| Elder Advantage Owensboro, KY Toll-Free: 1-866-896-3466 Fax: (270) 684-6757 info@elderadvantage.org |
Non-Attorney representation in the Medicaid planning process
is both legal and advantageous to our clients. Some people are
not aware that Medicaid representation does not require an
attorney.
Here at Elder Advantage, we have years of experience in
dealing with the government agencies governing Medicaid. Our
non-attorney representatives have the ability under state and
federal administrative law to handle all of the following tasks...
is both legal and advantageous to our clients. Some people are
not aware that Medicaid representation does not require an
attorney.
Here at Elder Advantage, we have years of experience in
dealing with the government agencies governing Medicaid. Our
non-attorney representatives have the ability under state and
federal administrative law to handle all of the following tasks...
 | Consulting with the family about how to handle financial matters | |
| in the light of an upcoming Medicaid application |
| Providing guidance on financial decisions to optimize the family | |
| assets in order to provide a better quality of life for their loved one |
| Completing and Submitting the application paperwork for | |
| Medicaid benefits to the appropriate Medicaid agencies on behalf of the family. |
| Representing the family at the county's Medicaid agency for all | |
| in-person interviews involved with the application for Medicaid benefits |
| Receiving all correspondence from the Medicaid agency to | |
| verify information, provide documentation and answer questions regarding the Medicaid application. |
| Explaining what the responsibilities and rights of the family are | |
| and how to comply with Medicaid restrictions. |
| Communicating with out network of attorneys or your personal | |
| attorney about the Medicaid implications of financial documents such as deeds, Powers of Attorney and financial contracts |
| Assisting the family to apply for VA benefits at no charge |
| Assisting the family with avoiding the Probate process for their | |
| loved one - a crucial matter in the case of Medicaid Recipients due to the risk of Estate Recovery |
| Gathering documentation for the Medicaid application - | |
| including communication with: |
 | Funeral Homes | |
| Banks | |
| Brokerage Firms | |
| Real Estate Agents | |
| Attorneys | |
| Auctioneers | |
| Life Insurance Agencies | |
| ...and many more |
| Providing referrals to appropriate assisted living facilities, home | |
| health agencies or nursing homes |
... because our non-attorney
representatives will:
 | Protect your loved one's | |
| rights to benefits and care |
| Ensure that your loved | |
| one receives the MAXIMUM benefit award possilble |
| Prevent an unnecessary | |
| denial or delay in the start of your loved one's benefits |
| Save your family | |
| THOUSANDS of dollars due to lost benefits or higher fees commonly associated with an attorney specializing in this field. |
| Come to your home or | |
| your loved one's home or care facility for consultations - thus Preventing unnecessary travel of long distances to seek out this specialized advice. |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| Certified Senior Advisors (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials and education signify. The CSA designation alone does not imply expertise in financial, health or social matters. |