Elder Law Planning
This robust system aids in the planning phase and during preparation of documents outlining and executing the modern Medicaid strategies that provide the most benefit for your client.
Our Solution
Elder Law Planning™ from InterActive Legal is a comprehensive planning and drafting system for elder law and special needs planning attorneys. This robust system assists at every stage and includes all the estate planning and asset protection documents most planning attorneys will need as well as legal documents which help implement a client-centered plan.
Long-Term Wealth Preservation Strategies
- Wills & Trusts
- Trusts for Medicaid Asset Protection
- Trusts for planning for Non-Service Connected Veterans Pension Benefits
- Aid & Attendance
- Surrogate Decision Making Documents
- Third Party Special Needs Trusts
- First Party Special Needs Trusts
- Commonwealth Community Trust® Pooled Trust Documents
- Strategy Specific Documents (Caretaker Child Affidavits, Promissory Notes and much more)
- Checklists for common planning scenarios
- Asset Protection Workflow Documents
- Asset Protection Plan to provide to clients
Document Summary
- Practice Management Materials
- Estate Planning Memoranda
- Estate Planning Marital Property Agreements
- Asset Protection Planning
- Medicaid Qualification Workflow
- Medicaid Qualification Workflow Related Materials
- Elder Law Agreements and Plan Implementation Documents
- Estate Planning Documents
