Services
ALTCS Financial Eligibility requirements:

Resource limit:
$2,000 individual

for a married couple $21,912- $109,560

Income limit: $2,022 monthly gross

If your income exceeds this amount, an Income Only Trust (Miller) may be used.

Patricia is a dedicated professional well-versed in many specialized areas & an expert in all of your ALTCS planning needs. Patricia brings a diverse background to the table, allowing her to assist  you in your application for ALTCS. This gives Valley of the Sun Medicaid Planning an edge when dealing with complex ALTCS planning matters. Often, more than one area of expertise is required.  She can provide you with comprehensive resource support in many areas.

Valley of the Sun Medicaid Planning offers $50 initial consultations.

Fees for other services (listed below) are extra.

Call Patricia today to ensure your loved one is on the way to a better quality of life.  623.329.9369


  • Initial Consultation
  • Review financial & medical requirements for ALTCS
  • Determine spenddown, if needed
  • Design asset protection and/or spenddown plan
  • Prepare necessary paperwork for the ALTCS
  • Attend ALTCS appointment on your behalf
  • Monitor the ALTCS application process
  • Advocate and assist in maintaining eligibility once approved for benefit(s)
  • If legal documents are needed, you will be referred to an attorney (separate cost)
  • Notarize documents
  • Assist in organization of paperwork or home
  • Provide referrals to appropriate agencies
  • Determine if you are eligible for other State or VA assistance
  • Licensed to sell Medicaid Annuities, Burial Trusts & LTC insurance
  • Other services may be available
    Medical Eligibility requirements: The applicant must meet or exceed a combination of functional & medical factors as established by the Preadmission Screening process.  The applicant must need long term care at a level of care comparable to that provided in a nursing facility.

    There are other non-financial requirements to be met.
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