During this phase of the Medicaid project you will be instructed to:
- Purchase exempt assets (if applicable).
- Transfer assets (if applicable).
- Execute Miller Trust and begin funding (if applicable).
- Both your Action Plan and Section 4 Overview will detail the specific details necessary.
- There are additional resources with pictures and information regarding the documents required. If you wish to print off any of these resources, you can find them under Section 7.