Protect Your Home. Preserve Your Family’s Wealth.
Most families wait until a health crisis forces the conversation. By then, the five-year look-back period, eligibility rules, and asset-repositioning windows have already narrowed — sometimes irreversibly. We help you plan before the clock runs out.
Book a Free Strategy SessionReal Estate Solutions for Medicaid Planning
Most real estate brokers approach Medicaid-related real estate transactions like any other sale. At Bethesda Brokers, we understand that these transactions often involve unique planning considerations that extend well beyond a traditional real estate closing. Jared Stape, Broker, Attorney, and co-author of Finding Safe Harbor: The Complete Maryland Medicaid Planning Guide 2025, brings experience coordinating real estate transactions that intersect with Medicaid planning, helping clients and their legal and financial advisors navigate the process from contract to closing.
Look-Back Period Analysis
We review your real estate transaction history and planned dispositions against the five-year look-back window to identify any transfers that could trigger penalty periods before you apply.
Exemption Identification
Maryland and DC Medicaid rules contain specific exemptions for primary residences, spousal protections, and caregiver-child provisions. We help you identify which exemptions apply to your situation.
Compliant Sale Structuring
When a property must be sold, the timing, pricing, and proceeds management must all be structured to avoid inadvertently disqualifying the seller from Medicaid benefits.
Spousal Protection Planning
When one spouse requires long-term care, the community spouse’s assets and home must be protected. We understand the Medicaid spousal impoverishment rules and help structure transactions accordingly.
Estate Recovery Awareness
Maryland and DC both have Medicaid estate recovery programs. Understanding how real estate is treated in estate recovery — and how to plan around it — is part of every strategy we develop.
Integrated Legal Coordination
We do not operate in isolation. Every Medicaid real estate engagement is coordinated with qualified Medicaid planning attorneys to ensure the real estate strategy is legally sound and properly sequenced.
Understanding the rules is only valuable if you know when to act and how each real estate decision interacts with your eligibility timeline, your family’s assets, and your attorney’s strategy. That integrated view is what we bring to every engagement.
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Medicaid Real Estate Services
Every service we provide executes the real estate side of your Medicaid plan, in close coordination with your planning attorney and financial advisors.
Property sales, attorney-directed
We manage the sale of your primary residence or investment property in accordance with your Medicaid planning attorney’s instructions, handling timing, pricing, and transaction structure so nothing falls out of sequence.
Primary residence transactions
When your attorney has determined that a residence sale or transfer is part of your plan, we execute the real estate side of that transaction, keeping your legal team informed throughout.
Real estate coordination within your plan
When your attorney directs that real estate assets should be sold or repositioned, we coordinate the transaction and handle all real estate logistics while keeping your legal team updated at every stage.
Attorney and advisor coordination
We work directly with your Medicaid planning attorney and financial advisors, ensuring every real estate decision is made within the context of your full legal and financial strategy, not in isolation.
Important: Bethesda Brokers provides real estate brokerage services only. We do not provide legal advice, Medicaid planning guidance, or eligibility determinations. All Medicaid planning strategy is provided by your licensed Medicaid planning attorney.
A broker who understands the full picture
Medicaid-informed real estate
We understand how Medicaid-related transactions work at a depth most brokers never develop. That knowledge shapes how we handle timing, documentation, and coordination with your legal team.
Maryland and DC market expertise
As a licensed broker in Maryland and Washington, DC, we understand the local market conditions, timing, pricing, and transaction structure that affect real estate in Medicaid-related planning situations.
Full-cycle transaction management
We coordinate the real estate sequence from listing through closing, keeping your attorney, financial advisors, and family informed throughout so no deadline is missed.
“The families who plan early keep their home. The families who wait often lose it. Let’s make sure yours is protected.”
Book a Free Strategy SessionLegal Disclaimer: Bethesda Brokers LLC and its affiliates, independent contractors, employees, and agents do not provide legal services through Bethesda Brokers. Any legal advice regarding Medicaid eligibility, Medicaid planning, estate planning, or related legal matters must be provided by your retained Medicaid planning attorney. References to Medicaid planning are for informational purposes only and are not legal advice.