Medicaid Planning

Experienced Medicaid Planning Attorneys Serving Ohio

Planning for long-term care can bring difficult questions about your finances, your property, and the assets you have worked hard to build. Our attorneys help individuals and families in Greenville, Arcanum, and surrounding Ohio communities understand their options and develop a plan tailored to their specific needs. Whether you are planning ahead for the possibility of nursing home care or helping a loved one who has already entered a nursing facility, we provide clear, personalized guidance throughout the process.

Our Medicaid planning services include asset protection planning, assistance with Medicaid applications, and guidance involving Medicaid estate recovery. We work closely with individuals, couples, and families to evaluate their circumstances, explain available planning options, and address important considerations such as preserving assets for a spouse or appropriately spending down assets to qualify for Medicaid benefits. If you are facing a Medicaid estate recovery claim, our attorneys can also review the claim, explain the State of Ohio's right to recovery, and negotiate on your behalf. Our goal is to make a complicated process easier to understand while helping you make informed decisions for yourself and your family.

To learn more about our services or to schedule a consultation, please contact us today at (937) 692-5278.

Medicaid Planning Services & Our Approach

We understand that Medicaid planning and long-term care decisions can feel complicated and overwhelming for individuals and their families. Every situation is different, which is why our attorneys take the time to understand your finances, family circumstances, and long-term goals before recommending a course of action. We explain the options available to you and work closely with you to develop a plan tailored to your specific needs.

Our attorneys assist individuals, couples, and families throughout Ohio with a variety of Medicaid planning matters, including:

Asset Protection Planning

Many people are concerned about what will happen to their assets if they require nursing home care. There are many estate planning tools available to individuals and couples who wish to preserve their assets for the benefit of their spouse or children in the event they are admitted into a nursing facility. Our attorneys meet with individuals, couples, and families to discuss their estate planning goals and thoroughly explain the options that might be available to them. Every situation is different, and our attorneys work closely with their clients to ensure they develop a plan tailored to each client’s specific needs and circumstances.

Medicaid Applications

When a loved one is admitted into a nursing facility, the process of becoming eligible and applying for Medicaid benefits can often be a daunting task. There are many issues to consider through this process, including preserving assets for a spouse who remains at home or developing an appropriate plan to spend down assets in order to become eligible for Medicaid benefits. Our attorneys have experience filing applications with Job and Family Services agencies in multiple counties and work closely with our clients to ensure the process goes smoothly.

Medicaid Estate Recovery

When an individual who receives Medicaid benefits passes away, the State of Ohio has a right to recover the amount paid for those benefits from the individual’s estate. If you or a loved one receive notice of a claim for Medicaid recovery, we can review the claim and provide guidance on the State’s right to recover and negotiate such a claim on your behalf.

Contact Our Team

Since partnering together in 2001, Phillip R. Garbig and Caroline R. Schmidt have proudly served clients in Arcanum, Greenville, and surrounding Ohio communities with trusted, results-driven legal counsel. Alongside their associate attorney, they offer a broad range of services including personal injury, estate planning, wrongful death, and real estate law. With over 80 years of combined experience, the team at Garbig, Schmidt & Pohlman, LLC is committed to handling every case with integrity, compassion, and personal attention.

If you’d like to learn more about how we can assist you, please contact our office at (937) 692-5278 or fill out the form below. We’re here to help and look forward to working with you.

Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail.