MEDICAID PLANNING

Definition of Medicaid in Indiana

Medicaid is program that is funded by both the State and the Federal Government. Specific to nursing home care, an Indiana resident can qualify for Medicaid if certain resource guidelines and income guidelines are met.  In addition to nursing home care, Indiana also has a program known as Medicaid Waiver, that if someone meets eligibility guidelines, can qualify for nursing home level of care services that are provided either in the home, or can be provided through an assisted living facility. 


Extensive documentation is required when one applies to Medicaid benefits. In addition, there are complicated rules in Indiana that must be followed if one is to be successful in obtaining Medicaid benefits. 

Medicaid Planning

In order to help clients determine if they would be eligible to qualify for Medicaid relating to nursing home care, we look at a client’s assets (which are referred to as “resources”), as well as income. Resources include real estate, retirement plans, investment account, bank accounts, stocks and bonds, and motor vehicles. Some resources are considered exempt when applying for Medicaid, while other assets are not exempted. Different Medicaid rules govern a client’s eligibility for Medicaid relating to nursing home care depending upon whether client is married, or if a client is single, divorced, or widowed. In addition, Medicaid limits the amount of gifts that can be made, and that have been made during a five (5) year period prior to a Medicaid application being filed. 

Medicaid Planning — Lafayette, IN — Gregg Theobald Law

Our goal is to collect the necessary information and to create a plan that will allow you or your spouse to be able to successfully apply for and obtain Medicaid benefits relating to nursing home care or in home care / assisted living care through the Medicaid Waiver program. 

Medicaid Planning

In order to help clients determine if they would be eligible to qualify for Medicaid relating to nursing home care, we look at a client’s assets (which are referred to as “resources”), as well as income. Resources include real estate, retirement plans, investment account, bank accounts, stocks and bonds, and motor vehicles. Some resources are considered exempt when applying for Medicaid, while other assets are not exempted. Different Medicaid rules govern a client’s eligibility for Medicaid relating to nursing home care depending upon whether client is married, or if a client is single, divorced, or widowed. In addition, Medicaid limits the amount of gifts that can be made, and that have been made during a five (5) year period prior to a Medicaid application being filed. 


Our goal is to collect the necessary information and to create a plan that will allow you or your spouse to be able to successfully apply for and obtain Medicaid benefits relating to nursing home care or in home care / assisted living care through the Medicaid Waiver program. 

Medicaid Planning — Lafayette, IN — Gregg Theobald Law
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