Elder Law Attorneys
4828 Lincoln Ave. • Evansville, Indiana, 47715 • Phone: (812) 476-2762
101 S. Hull St. • Ft. Branch, Indiana 47648 • By Appointment Only

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Welcome to Sheets, Charles & Charles - Elder Law Attorneys

The Law Firm of Sheets, Charles & Charles practices Elder Law.  Our Elder Law Practice includes: Nursing Home Medicaid Planning; Estate Planning; Special Needs Planning; Probate/Trust Administration; and Uncontested Guardianships.  Our mission is to provide the highest quality Elder Law services at the most reasonable cost to our clients.  We are committed to holistic planning and the well-being of our clients to achieve their specific goals.  We strive to exceed every expectation.       

We are located in Evansville, Indiana, and handle cases for clients residing in Southern Indiana, including but not limited to Vanderburgh, Gibson, Warrick, Posey, Pike, Spencer, Dubois, Daviess, Perry, and Orange counties.

Please contact our office today at (812) 476-2762 or (877) 664-6501 for a consultation.

What is the 5-Year Look Back for Medicaid Planning?

The "5-year look back" period is a crucial aspect of Medicaid planning, particularly concerning eligibility for Medicaid-funded long-term care services. Here’s a breakdown of what it entails:

Definition: The 5-year look back period refers to the time frame that Medicaid examines an applicant's financial transactions to determine if any assets were transferred for less than fair market value (i.e., gifted or transferred) in order to qualify for Medicaid benefits. The purpose is to prevent individuals from transferring assets to others to meet Medicaid's asset eligibility requirements.

Duration: For 2024, the look back period is 5 years. This means Medicaid can review all financial transactions, including gifts and...

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