Medicaid Mastery

Episode Summary:

In this episode of *Medicaid Mastery*, Tony Turbeville discusses the most common and costly mistakes families make when applying for Medicaid. He emphasizes the importance of avoiding these pitfalls to secure benefits while protecting assets and financial stability.

Key Timestamps:

00:00 – Introduction

02:15 – Number one mistake families make during Medicaid applications

04:30 – Impact of giving away assets on Medi...

Episode Summary

In this episode of Medicaid Mastery, Antony Turbeville explains the role of special needs trusts and pooled trusts in Medicaid planning. He breaks down who needs them, how they work, and why they’re vital for protecting eligibility while ensuring quality of life for loved ones with disabilities. Antony also clarifies common misconceptions, shares real-world examples, and highlights the differences between first-part...

Episode Summary When families face the cost of long-term care, the first instinct is often to shop around for the lowest fee. In this episode, Antony Turbeville explains why Medicaid planning should be based on value—not just price. He shares real examples of how the wrong strategy can leave families paying more in taxes, losing access to liquid funds, or even committing tax evasion without realizing it. Antony also breaks down to...

Antony Turbeville explores how adult children can financially support their aging parents without risking their Medicaid eligibility for long-term care in Florida. In this episode, Tony explains the difference between direct payments and vendor payments, the complications of joint accounts, and the critical role of documentation in maintaining eligibility. He highlights the importance of seeking competent counsel to...

Antony Turbeville examines strategies for safeguarding family farms and small businesses from Medicaid recovery in Florida’s long-term care system. In this episode, Tony explains how Medicaid recovers costs from probate estates, the unique treatment of farms and businesses compared to homes, and methods like joint ownership or LLC structuring to protect assets. He also highlights the importance of competent counsel ...

In this episode of Medicaid Mastery, Antony Turbeville reveals the most common Medicaid spend down mistakes families make when preparing for long-term care and explains how to avoid costly missteps. He discusses the difference between negative and positive spend downs, why gifting assets can backfire, and safe ways to reduce countable assets without triggering penalties.

Listeners will also learn why working with an...

Episode Summary: In this episode of Medicaid Mastery, Florida Medicaid planning expert Antony Turberville explains how long-term care Medicaid works for “snowbirds”—those who split their time between Florida and another state. He clarifies what determines your official Medicaid residency, how benefits are handled across state lines, and why frequent moves between states can create challenges for long-term care planning. Antony also...

Episode Summary: In this episode of Medicaid Mastery, Florida Medicaid planning expert Antony Turbeville clears up one of the biggest fears families have about long-term care: can the government take your home? Antony explains how Florida differs from other states regarding Medicaid estate recovery, how primary residences are treated during eligibility, and what steps families can take to protect the family home. He also covers spe...

Episode Summary:

Antony Turbeville breaks down the complex Medicaid rules for married couples in Florida, explaining how assets are assessed when one spouse needs long-term care. Learn about the Community Spouse Resource Allowance (CSRA), spousal impoverishment rules, and strategies to protect assets. Tony shares insights from his 17,000+ cases and discusses the importance of proper legal documentation.

⏱ Key Timestamps:

00:01 - ...

Episode Summary:

Tony Turbeville explains the critical differences between pre-planning and crisis planning for Medicaid, highlighting the financial risks of waiting too long. Learn why Florida's homestead protection matters and how proper timing can save families hundreds of thousands of dollars in long-term care costs.

Key Timestamps:

00:01 - Introduction to Medicaid Mastery

00:22 - Pre-planning vs Crisis Planning explained

02:...

Episode Summary:

Tony Turbeville breaks down the complexities of Medicaid planning, explaining when attorney involvement is necessary and how Platinum Benefits Network collaborates with legal professionals. Learn about the differences between countable and non-countable assets, the challenges of the Florida Medicaid system, and why a combined approach of legal expertise and application processing is crucial for success.

Key Times...

Episode Summary:

In this episode of Medicaid Mastery, host Kevin Rosenquist and Medicaid expert Antony Turbeville dive into the intricacies of crisis planning for long-term care Medicaid. They dispel common misconceptions about Medicaid, explain the challenges applicants face, and discuss strategies to protect assets while qualifying for Medicaid. Antony shares valuable insights into spend-down techniques, the importance of properl...

Episode Summary 

In this episode of Medicaid Mastery, host Kevin Rosenquist and Medicaid expert Tony Turbeville discuss the importance of proper Medicaid planning, the challenges families face, and the legal battles Tony has fought to advocate for his clients. They explore the intricacies of Medicaid applications, the role of attorneys, and the innovative software Tony has developed to streamline communication and processes. The co...

Episode Summary

In this episode of Medicaid Mastery, host Kevin Rosenquist speaks with Medicaid guru Antony Turbeville about his journey to becoming a leading expert in Medicaid planning. Tony shares how his unique approach, honed through thousands of cases, benefits clients and attorneys alike. The episode covers the intricacies of Medicaid planning, Tony's innovative strategies, and heartwarming success stories of families naviga...