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Medicaid Look-Back Rule and Transfer Penalties Series

In this six-part series, Wes Coulson discusses the Medicaid Look-Back Rule and transfer penalties and how they can affect your eligibility when applying for Medicaid long-term care insurance.

Will routine gifts cause a Medicaid Transfer Penalty?

Wes Coulson discusses routine gifts and whether or not they may incur a transfer penalty when applying for Medicaid. I coulsonelderlaw.com

In this first of a six part series on the Medicaid Look-Back Rule and Transfer Penalties Series, Wes Coulson discusses routine gifts and whether or not they may incur a transfer penalty when applying for Medicaid. Will routine gifts cause a Medicaid Transfer Penalty? Transcript: Hi I’m Wes … Read More ...

Withdrawals from Joint Accounts: Are they subject to transfer penalties?

In this second of a six part series, Wes Coulson discusses withdrawals from joint accounts and whether they are subject to Medicaid transfer penalties. I coulsonelderlaw.com

In this second of a six part series on the Medicaid Look-Back Rule and Transfer Penalties Series, Wes Coulson discusses withdrawals from joint accounts and whether, or not, they are subject to Medicaid transfer penalties. Withdrawals from Joint Accounts: Are they subject to transfer … Read More ...

Will transferring assets between spouses cause a Medicaid Transfer Penalty?

Wes Coulson discusses transferring assets between spouses in this third part of a six part series on Medicaid Look-Back Rule and Transfer Penalties. I coulsonelderlaw.com

In this third of a six part series on the Medicaid Look-Back Rule and Transfer Penalties, Wes Coulson discusses transferring assets between spouses and whether, or not, they will cause a Medicaid transfer penalty. Will transferring assets between spouses cause a Medicaid Transfer … Read More ...

Look-Back Rule and Delay in Eligibility

Wes Coulson discusses how the delay in eligibility is determined when gifts are made in this fourth part of the Look-Back Rule & Transfer Penalties series. I coulsonelderlaw.com

In this fourth of a six part series on the Medicaid Look-Back Rule and Transfer Penalties, Wes Coulson discusses the Look-Back rule and how the delay in eligibility is determined when gifts are made. Look-Back Rule and Delay in Eligibility Transcript: Hi, I’m Wes Coulson and this your elder law … Read More ...

Gifts and the Five-Year Look Back

Wes Coulson discusses Gifts and the Five-Year Look Back in this fifth of a six part series on the Medicaid Look-Back Rule and Transfer Penalties. I coulsonelderlaw.com

In this fifth of a six part series on the Medicaid Look-Back Rule and Transfer Penalties, Wes Coulson discusses Gifts and the Five-Year Look Back and answers the question: If you've made gifts within five years, do you have to wait out the five years before applying for Medicaid? The answer may … Read More ...

Strategies for Transfer Penalties

In this Elder Law Minute video, Wes Coulson discusses strategies for transfer penalties and the Medicaid Look Back rule. I Coulson Elder Law

In last of a six part series on the Medicaid Look-Back Rule and Transfer Penalties, Wes Coulson discusses strategies for transfer penalties. Strategies for Transfer Penalties Transcript: Hi, I’m Wes Coulson and this is your Elder Law Minute. This is the last in our six part series on the … Read More ...

Medicaid Planning Case Study: Single or Widowed Person

In this Elder Law Minute, Wes Coulson discusses the ways to help single or widowed individuals with their estate planning. ?????? Transcript: Hi! I'm Wes Coulson from Dent-Coulson Elder Law, proudly serving clients throughout the St. Louis metropolitan area and beyond. I'd like to welcome … Read More ...

Medicaid Planning Case Study: Only Asset Is a Residence

In this Elder Law Minute, Wes Coulson discusses how to help single or widowed individuals utilize the money in their assets. ?????? Transcript: Hi! I'm Wes Coulson from Dent-Coulson Elder Law, proudly serving clients throughout the St. Louis metropolitan area and beyond. I'd like to welcome … Read More ...


"Your Trusted Advisor on the Elder Care Journey"

Coulson Elder Law is dedicated to providing families in the St. Louis area with their Elder Law needs. Our practice areas include Asset Preservation Planning, Veterans Benefits, Medicaid Eligibility, Alzheimer's Planning, Special Needs Planning, Estate Planning and more. We understand the financial challenges you may face as you and your loved ones grow older. At Coulson Elder Law, our clients' well-being is our number one priority. For immediate help, call (877)995-6876 or Contact Us and we will get in touch as soon as possible.

Veterans Benefits O'Fallon ILFor Immediate Help

If you or a loved one needs immediate help with a planning matter or legal issue, please contact us, and we will get back to you promptly.

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Monday - Friday: 8:30 a.m. to 5 p.m.

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618-632-7000
217-330-5500
314-567-9292

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Free WorkshopsIf you have reached age 65, there's about a 45% chance that you will eventually need long-term care.

Join us for one of our highly informative and FREE workshops and find out how you can protect your family's hard-earned life savings.

Visit Free Workshops for more information.

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Recent Posts

  • What an Illinois Medicaid Applicant Can and Cannot Keep: Motor Vehicles
  • What an Illinois Medicaid Applicant Can and Cannot Keep: Personal Residence
  • What an Illinois Medicaid Applicant Can and Cannot Keep: Household Goods & Personal Effects
  • What an Illinois Medicaid Applicant Can and Cannot Keep: Life Estates
  • What an Illinois Medicaid Applicant Can and Cannot Keep: Money & Other Assets Held in Trusts

More News & Videos

  • Alzheimer's Planning (85)
  • Asset Preservation Planning (150)
  • Coronavirus Preparedness Series (9)
  • Coulson Elder Law (11)
  • Elder Law Minute Video (385)
  • Estate Planning (132)
  • Health Care Planning/Medicare (79)
  • Medicaid Eligibility (141)
  • News & Videos (429)
  • Special Needs Planning (48)
  • Trust Administration (14)
  • Veterans Benefits (51)

774 Sunset Blvd Suite 200
O'Fallon, IL 62269
IL: (618) 632-7000
MO: (314) 567-9292

415 W. Virginia Ave.
Effingham, IL 62401
(217) 330-5500

Fax: (618) 632-7333
Send us an email

Front office building of Coulson Elder Law

Front office building of Coulson Elder Law

  • Directions to our office locations

774 Sunset Blvd Suite 200
O'Fallon, IL 62269
IL: (618) 632-7000
MO: (314) 567-9292

415 W. Virginia Ave.
Effingham, IL 62401
(217) 330-5500

Fax: (618) 632-7333
Send us an email

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