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  • Resources
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    • Blog
      • Reader Favorites
      • General
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    • Newsletter
  • About
    • Bob Mason, Attorney
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Medicaid Planning

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Tackling the North Carolina Medicaid Application Monster

December 8, 2018 by bob mason

Once a fairly routine procedure, the North Carolina Medicaid application process has gotten much more difficult. Perhaps rising budget concerns and controlling Medicaid is the reason. The North Carolina Medicaid Application Problem Medicaid has always placed restrictions on the …

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Read This to Understand How Medicaid Treats Trusts

April 21, 2017 by bob mason

Dad died 5 years ago and there is a trust under his will for Mom. Will the trust be countable if Mom goes into a nursing home? Mom and Dad set up an irrevocable trust years ago (Bill Clinton was on his first term) and put land and some other assets in the trust. Are the assets …

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Why I Do Medicaid Planning

November 1, 2015 by bob mason

It’s time I explain why I have no problem helping out all but the wealthy with Medicaid long term care planning. Bear with me, because at the end I am once again seeking your input. I recently wrote that the Medicaid-based system of financing long term care (nursing home care) …

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My Response to a Medicaid Nightmare

February 12, 2015 by bob mason

Recently the following letter appeared in the Asheboro Courier-Tribune. My response follows. The Letter If you, a family member or parent, are thinking of going on Medicaid, you need to read this story. If you or an elderly parent still has property in their name, consider …

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How Annuities Can Help With Medicaid

August 15, 2012 by bob mason

You now understand the basics of annuities because you read Banish Annuity Confusion in 5 Minutes (If you haven't read it and you aren't an annuity expert, you better go back and read it now). But how can annuities help (or hurt!) you when considering either Medicaid or VA …

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