potterlaw

North Carolina and Kentucky Estate Planning Attorneys

NC (704) 944-3245
KY (606) 324-5516
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Be Aware of Medicaid Recovery Efforts

November 13, 2019 by Pam Potter

Medicaid recovery

If you have worked and paid taxes for at least 10 years, or if your spouse has done this, you will qualify for Medicare when you reach the age of 65. This program will provide a health care insurance underpinning, but there are out-of-pocket expenses, and there is one huge gap. Medicare will pay for convalescent care after an injury or illness when recovery is anticipated. However, it will not pay for custodial care. This is the type of care that you would receive in a nursing home or some … [Read more...]

Filed Under: Elder Law Tagged With: Medicaid estate recovery, nursing home asset protection

Medicaid Income Rules for Healthy Spouses

October 24, 2019 by John Potter

Medicaid

Before we dive into the Medicaid Monthly Maintenance Needs Allowance, we should provide some general background information about long-term care costs. Most people will qualify for Medicare when they reach the age of eligibility, which is currently 65. This will provide a relatively solid health insurance underpinning, but there are out-of-pocket expenses. These include copayments, deductibles, and monthly premiums. In fact, the program only pays 80% of bills that you receive from doctors, … [Read more...]

Filed Under: Elder Law Tagged With: Monthly Maintenance Needs Allowance, nursing home asset protection

Don’t Make a Nursing Home Your Sole Heir

September 11, 2019 by Pam Potter

nursing home

Since so many people procrastinate when it comes to estate planning, when they do take action, they often look for “simple solutions.” They may use a do-it-yourself template or download that they got off the Internet to draw up a last will, and they feel as though they have satisfied their responsibilities to their loved ones. Of course, there is nothing stopping you from taking this approach, but it can be shortsighted. First of all, a last will is not always the best asset transfer vehicle … [Read more...]

Filed Under: Elder Law Tagged With: Long Term Care, nursing home asset protection

Medicaid Planning Facts and Figures

August 16, 2019 by John Potter

medicaid planning facts figures

When you hear the term “Medicaid planning,” you may scratch your head for a moment. Why would anyone plan ahead to be able to qualify for a health care program that is only available to people with limited resources? The financial goal of life is something very different, right? All of the above is completely understandable, but there is a good reason why Medicaid is quite relevant to people that were never financially needy throughout their lives. This program will pay for a stay in a … [Read more...]

Filed Under: Elder Law Tagged With: Medicaid Planning, nursing home asset protection

Develop a Holistic Plan for Aging

July 18, 2019 by John Potter

long-term care aging

The human condition is not static, and everyone understands this within certain limits that are easy to embrace. For example, you know that you are going to have new responsibilities when you transition out of childhood into adolescence and young adulthood.  That being said, once you are settled into a particular identity as a self-supporting grown-up, you can fall into the sense that things will be more or less the same going forward. Yes, you are invariably going to have career goals and other … [Read more...]

Filed Under: Elder Law Tagged With: Long Term Care, nursing home asset protection

Medicaid Planning: Definitions of Key Terms

June 7, 2019 by Pamela Potter

Medicaid planning

Before you look into the subject very deeply, it is natural to wonder why you would ever need to know about Medicaid if you are going to qualify for Medicare as a senior. This is understandable, and it is one of the core issues in the elder law arena. Medicaid is important for seniors because Medicare will not pay for a long-term stay in a nursing home. Medicaid will pick up the tab if you can qualify. This is why Medicaid planning should be on your radar. These facilities are extremely … [Read more...]

Filed Under: Elder Law Tagged With: Medicaid Planning, nursing home asset protection

Q & A Session With an Elder Law Attorney

May 13, 2019 by John Potter

elder law

Most of our clients are somewhat surprised when they find out how an elder law attorney can help them preserve their legacies for the benefit of their loved ones. We often hear many of the same questions when we interact with people here in our office, and this gave us an idea. In this blog post, we'll share a hypothetical question-and-answer session between a client and a member of our firm. Do a lot of people need nursing home care eventually? One of the very best elder law resources on the … [Read more...]

Filed Under: Elder Law Tagged With: Elder Law, nursing home asset protection

Medicaid Planning: Action Is Required

April 26, 2019 by John Potter

Medicaid planning

Our Charlotte elder law attorney assists people who are concerned about the eventualities of aging. The major elder law issue of our day is long-term care and the costs that go along with it. Many people assume that Medicare will pay for long-term care, and this makes sense since the program is ostensibly designed to address medical issues that seniors typically face. A lot of us would say that it isn't fair, but Medicare will not pay for help with your activities of daily living -- your … [Read more...]

Filed Under: Elder Law Tagged With: Medicaid Planning, nursing home asset protection

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Testimonials

John Potter has been a real pleasure to work with. He is very knowledgeable and explains things in a very simplistic manner so the average person can understand how/why the laws are written. He is very attentive and asks questions in such a way that not only helps him understand your goals, but also helps you think about what type of goals and expectations you should be considering. Exemplary client service.
David J.
My husband and I selected Ms. Potter to assist with our small business. She responsive and attentive every time I have a question or need assistance, and is extremely knowledgeable and able to answer any legal question I have had. I know I can count on Ms. Potter for all of my business legal needs and I would highly recommend her to anyone needing legal assistance with such.
Jillian
Overall The Potter Firm was very professional. They took what could of been a very complicated process and were able to break it down so it was a lot easier to understand. We are confident we now have made the right decisions in our estate planning. Good firm to work with.
DKS & KMS

Where We Are

Ashland

ASHLAND
1620 Carter Avenue
Ashland, KY 41101-7631
Phone: (606) 324-5516
Fax: (606) 324-4766

Charlotte

CHARLOTTE
15720 Brixham Hill Avenue
Suite 300,
Charlotte, NC 28277
Phone: (704) 944-3245

Huntersville

HUNTERSVILLE
11330 Vanstory Drive
Huntersville, NC 28078
Phone: (704) 944-3245

Northern Kentucky

NORTHERN KENTUCKY
7310 Turfway Road
Suite 550,
Florence, KY 41042
Phone: (859) 372-6655

Office Hours

Monday8:30 AM - 4:30 PM
Tuesday8:30 AM - 4:30 PM
Wednesday8:30 AM - 4:30 PM
Thursday8:30 AM - 4:30 PM
Friday8:30 AM - 3:00 PM

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