Our services

Medicaid Planning

Medicaid Planning

Rockville, MD
Richard A. Burton, Jr., Esq

Medicaid Planning

Medicaid planning is a legal strategy aimed at helping individuals and families navigate the complex rules and regulations of the Medicaid program to secure long-term care coverage while preserving assets. This specialized area of law involves careful analysis of an individual’s financial situation to develop strategies that minimize the impact of nursing home or long-term care costs on their savings and assets.

Medicaid planning often involves techniques such as asset protection trusts, Medicaid-compliant annuities, gifting strategies, and spend-down plans to achieve eligibility for Medicaid benefits without exhausting one’s resources.

  • Gain peace of mind
  • Protect your assets and your loved ones
  • Preserve your legacy for the next generation
  • Navigate the complex network of Medicaid rules
  • Medicaid Strategies
  • Medicaid Applications
  • Irrevocable Trusts
  • Medicaid-compliant Annuities
  • Powers of Attorney
  • Guardianships

  • Special Needs Trusts

  • Asset Protection Trusts

Contact us today to schedule a Free Consultation.

25 Wood Lane
Rockville, MD 20850
(301) 941-3620

Our services

Other services we offer

Estate Planning

Estate Planning involves the drafting of documents, such as wills and trusts, to ensure that your legacy will be passed on accordingly.

Elder Law

Elder Law is a combination of legal fields for issues affected by aging.  It includes asset projection for Medicaid Planning and long-term care.

Medicaid Planning

Medicaid planning involves using strategies for using and preserving assets while enabling loved ones to qualify for Medicaid.


Probate is the administration of an estate in probate.  Closely related is the administration of trusts, which become irrevocable at death.

Trust Administration

Upon the death of the grantor, Trustees must notify beneficiaries and administer the trust according to the Trust Agreement.


Guardianship involves using the legal process to take control of a person’s affairs who is unable to manage them on their own.

Richard A. Burton, Jr., Esq.

Mr. Burton has years of experience helping families all over Maryland protect themselves and plan for the future.  He was raised in Gaithersburg, Maryland and graduated from Quince Orchard High School.

As a member of the National Academy of Elder Law Attorneys and the Society of Financial Service Professionals, he has developed a reputation as a strong advocate and counselor. He works closely with other professionals in finance and accounting to deliver the best results for his clients.

Mr. Burton was admitted to practice law in Maryland in 2016. Since then, he has focused exclusively on Estate Planning and Elder Law which comprise diverse and ever-changing bodies of law.

He is an accomplished jazz pianist and in college was the pianist for Synthesis, the premier jazz ensemble at Brigham Young University.

Mr. Burton lives in Gaithersburg with his wife and two children.