Medicaid and Long-Term Care Planning

Working with older individuals and their families, Roark Law Office P.C. assists in the preparation for and application for Community and Long-Term Care Medicaid, referred to in Massachusetts as MassHealth. Roark Law Office P. C. provides advice on the applicable eligibility rules and their application to each individual’s specific circumstances and provides counsel on the proper titling, transferring, and investment and spend down of assets in anticipation of the need for Medicaid.

Roark Law Office P.C. has experience in the preparation of Medicaid trusts and Care Giver agreements. Annmarie Roark as a Massachusetts licensed insurance producer and registered securities representative, is able to assist in the review, recommendation and purchase of insurance products including annuities, long-term care insurance and life insurance. Where appropriate Roark Law Office P.C. will provide recommendations on the need for substitute authority for incapacitated persons via powers of attorney, health care proxies, guardianships and conservatorships.

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