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Medicaid planning describes legal changes in one’s estate plan, one goal of which may be to obtain or preserve Medicaid coverage when private coverage options are untenable.

Medicaid planning is legal and accepted under federal law. It is not fraudulent or illegal.

Medicaid planning is not cheating. Current rules, enacted by Congress over a period of years, reflect public policy that balances the needs of individuals and families with that of fiscal responsibility.

Source: National Academy of Elder Law Attorneys

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