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Charlotte Medicaid Asset Protection Assessment Lawyer

Safeguard Your Assets - Call (704) 870-0340

As you or your loved ones begin to age, it is a good idea to think about how you will protect your assets should you ever need to apply for Medicaid. If you wish to qualify for Medicaid without having to first exhaust most of your assets, there are strategies that can be used to protect many of those resources. Early planning allows for maximum asset protection.

How the Process Works

This process begins with a Medicaid Asset Assessment. During this time, we will gather information about your and your spouse’s income, resources, and health. Attorney Kelli Allen will analyze all the data supplied and recommend various strategies for protecting the maximum amount of assets.

These strategies may include:

  • Setting up an irrevocable trust
  • Strategic Gifting/Loaning using Medicaid-Complaint Promissory Note
  • Making allowable purchases
  • Transferring assets
  • Purchasing Medicaid-Complaint Annuity or long-term care insurance

Learn more by contacting our Charlotte elder law attorney at  the Law Office of Kelli Y. Allen, PLLC!

Contact a Lawyer You Can Trust

At the Law Office of Kelli Y. Allen, PLLC, we are dedicated to helping clients navigate the often confusing world of elder law and come out with protected assets and a sense of security. At our firm, we have a personalized, caring atmosphere and we treat you with all the respect you deserve. We are a small law office with responsive attention and we provide personalized service to those who come to us for help.

When you put your trust in us, we can go straight to work on securing you the most favorable outcome. Our Charlotte elder law attorney will make sure you feel like your needs are being heard, and we will do everything in our power to exceed your expectations. With our vast amount of knowledge in elder law, rest assured you are in good hands with the Law Office of Kelli Y. Allen, PLLC.

Start on protecting your assets by requesting a consultation.

What Our Clients Are Saying

Work With A Firm You Can Trust
  • “Kelli and Allison were great and made our process painless and guided us in every way.”


  • “Work was performed in a timely fashion with great attention to accuracy, detail and professionalism, thus making my entire experience with this firm "Excellent" in every aspect.”


  • “Working with Kelli Allen Immigration Law has been a phenomenal experience!”


  • “Excellent & welcoming team!”

    Ryan Sweeny

  • “They treated us very well and made the process easy.”


  • “We are happy with their service.”


  • “I feel like I can trust them and I would definitely go to them again if i needed their help.”


  • “Would highly recommend them, both are very friendly and excellent at what they do.”


  • “Thanks for Kelli we put together a very solid case and beat the odds.”


  • “Very knowledgeable, caring and professional.”


  • “You are an essential part of this great change in my life.”

    Manuel P.

  • “Every member of the firm was great!”


  • “I would highly recommend them to anyone who has any immigration matter.”


  • “The staff were always helpful and personable. ”

    Marcia G.

  • “Very professional and I would definitely recommend them.”


Law Office of Kelli Y. Allen, PLLC

10150 Mallard Creek Rd, Suite 105
Charlotte, NC 28262

Phone: (704) 870-0340

Regular Hours
  • Monday - Friday 9:00 Am - 5:00 PM
  • Saturday & Sunday Closed

Also available by Text (704) 727-4310 or Live Chat

Service Area:

Charlotte and surrounding areas.