Our MMP Program is designed specifically for those clients who would like assistance with ongoing Medicaid eligibility issues.
Your participation in the Medicaid Maintenance Program includes all of the following services and benefits at no additional charge:
- Representation as Designated Representative, acting as intermediary for forwarding written correspondence received from Medicaid.
- Answering general questions about any correspondence received from Medicaid.
- Assisting with the recertification process at annual renewal.
heck our website for our specialty workshops such as Retirement Planning, The Truth About Medicaid Planning, Planning for your Pets, Women In Transition, Special People Special Planning and What to Do When Someone Dies. We also plan additional specialty workshops on topics of interest for MMP clients only.
Telephone Conferences and Email Correspondence
To provide support and assistance when needed or required.
Annual Client Meeting
To share with you the status of the firm and changes in the law that may affect your plan.
Family Focus™ Newsletter
To keep you updated on changing laws and upcoming events.
The following services are offered to Medicaid Maintenance Program participants at a reduced fee.
Advanced Planning (10% discount) –
Including Stand Alone Special Needs Trust, Stretch Inheritance Trust (IRA Trust), Charitable Remainder Trusts, Irrevocable Trusts, Irrevocable Life Insurance Trusts, Family Limited Partnership and Family Foundations, Business Succession and Exit Plans.