Who knows if the receiving end is going to correctly manage your client's assets?
When utilizing our services, we help the attorneys we recommend understand the case in a way that does the best job for the client and leaves most, if not all of the assets, under your management. Few attorneys know how to do this or even think about you, the advisor. Platinum keeps you and your practice in mind while correctly handling your client's case.
It's a win for everyone! Platinum looks out for the client, the attorney, and the advisor.
That is serving others!
Qualify your client for long-term care Medicaid and/or VA without losing control of the AUM
Never Again...
Feel on the defensive about long-term care Medicaid.
Lose assets to another advisor over long-term care.
Witness your client's financial devastation
Have an untrained "professional" botch your client's Medicaid qualification
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Who want to protect their clients from unscrupulous "Medicaid Planners"
Who want to protect their own AUM and revenue stream
Who want the very best job to be done with no outside commission influence
Who want to be seen as adding additional value
Who want to refer to a Medicaid application service that can be completely transparent
Advisors that have clients that transferred assets into a IRR Trust or gave other gifts within the last 5 years and now need Medicaid
Advisor that just wants to make a quick buck
Advisor who believes you already know everything about Medicaid crisis planning
Advisor who has created a mess doing the Medicaid planning and wants us to fix the case without being honest with the client
Qualify your client for long-term care Medicaid and/or VA without losing control of the AUM
Mr. Turbeville and His Team
are the best in the Medicaid application processing business. Not only are they accurate and timely in making sure an application will be processed quickly, they go above and beyond in order to make a frustrating and complicated process as easy as possible for the client and their family. I highly recommend Platinum and Tony Turbeville to anyone in need of help filing a Medicaid nursing home application
Michael T. Heider
Attorney-CPA Clearwater Fl
16 + Year Association
be involved in Medicaid crisis planning without a qualified company processing the applications. Platinum Benefits Services, Inc. is such a company and is extremely knowledgeable in all aspects of Medicaid planning and application requirements. I have been associated with Platinum for more than 10 years and consider this association vital to my success in getting my clients qualified and approved for Medicaid benefits.
Michael Johnson
Attorney / Lakeland Fl
20+ Year Association
enjoy practicing law without the added headaches of dealing with the government bureaucracy. I have complete confidence that Platinum will take the plan I create, make successful application, obtain a correct approval and stay within the bounds of administrative functions... I highly recommend Platinum because of the great work they have carried out for both myself and my clients
Patrick Quarles
Attorney / Clearwater Fl
10+ Year Association
This is your scarcity. You must have some sort of scarcity to encourage immediate action.
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Yes, Platinum guarantees to obtain proper benefits. If Platinum fails because of its negligence, the fee will be refunded and the case will be fixed going forward.
Because the local attorney isn't going to know the advanced strategies that allow you to keep your Assets Under Management while the family avoids taxes, maintains control, and maintains liquidity.
The five-year lookback causes a great deal of confusion. The key is to understand that the five-year lookback only applies to transfers for less than fair value (gifting). It does not apply to recategorizing assets!
Qualify your client for long-term care Medicaid and/or VA without losing control of the AUM
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I practiced Medicaid crisis planning in the past and stopped because of the administrative nightmare. Because of your service I have reentered this practice area. After working with you and your team on several cases I realized I was previously practicing this planning at a high school ball level. With your help I now play with a Super Bowl team
Steven Schwartz
Attorney / Boca Raton Florida
If you currently offer, or are thinking about offering Medicaid planning to your practice, then you should absolutely talk to Platinum Benefit Services, Inc. Platinum’s knowledge, professionalism, follow-through, and results are tops in the industry. I could employ my own Medicaid processor, but with Platinum, there simply is no need. Platinum provides me everything I need to be in the Medicaid crisis planning business. Platinum’s services include the following: case consulting, client communication, strategy determination software, document creation software that is just as effective as the estate planning software I use, application processing, regular updates, and administrative support for all mundane functions of crisis planning. Those mundane, yet time-consuming, functions include document gathering, asset and income verifications, strategy implementation at my direction, application filing, processing, approval audits to validate accuracy, and ongoing client support. I encourage you to speak with Tony Turbeville at Platinum. Tony is a wealth of knowledge, and his staff is top notch! He understands, and ensures you maintain, the boundaries between legal support and practicing law. Further, he has built a system that covers me and covers him. There is an audit trail of who does what, and when. If you are exhausted from handling applications in-house, outsourcing to a subpar service, or you are thinking of entering the Medicaid crisis planning business, you should speak with this Tony and learn about all that Platinum has to offer. I learn something new every time I do a case and let Platinum handle the processing. This relationship has resulted in an increase in revenue and profitability while minimizing my work. I could not be happier.
David Toback ESQ
Attorney / Tampa Fl
8+ Year Association
Working with Platinum Benefit Services has been nothing short of...
an exceptional experience. Having worked with them for some time, I can say that they have made my Medicaid Crisis Planning practice incredibly more efficient and profitable. The scope and volume of work that they are able to accomplish lifts so much weight off of my firm’s shoulders. Platinum handles all the nitty-gritty work that is required for the processing portions of Medicaid cases, allowing my firm to focus solely on the legal portion; in other words, the things in which we specialize and enjoy most. They are always prompt, meticulous, and professional. In addition to the weight that they take off my firm’s shoulders in terms of workload, I can rest assured that every family that works with my firm and Platinum will be treated with the highest degree of respect and care. Because of Platinum’s ability to handle the heavy lifting of the Medicaid Processing, my reputation with my clients is never in doubt. I know that Platinum treats my clients like family and works to build and maintain bridges, not burn them. I would highly recommend Platinum benefit Services, without hesitation, to any Attorney seeking to add Medicaid Crisis Planning to their areas of practice, or to any attorney who wants to streamline and optimize the way that they approach their existing Medicaid Crisis Planning area of practice.”
Matt Jones
Attorney Tampa Fl
5+ Year Association
Wow! I entered this business after meeting with Tony Turbeville with Platinum. I was a bit skeptical but after reading his book, listening to him, reviewing the software he provides and then trying a case, I became a believer. He does what he says he will do, has built a staff to back it up, shares ideas I've never heard in any other Medicaid setting and always takes care of the client. I can't imagine trying to directly provide clients the same level of administrative service as Platinum does. I just couldn't afford the staff or have the time. If you provide Medicaid crisis planning and don't use Platinum you could be doing yourself and your client a disservice.
Larry Griggs
Attorney St. Augustine Fl.
7+ Year Association