Julie Martin is one of Arizona’s foremost legal assistant in Medicaid and special needs law. She joined the firm for the second time in 2008 and is the firm’s go-to person for all public benefits matters. She helps Mr. McLaughlin develop long term care planning strategies and handles the preparation and execution of public benefits applications, including ALTCS, AHCCCS, and VA service-related compensation and improved pension. She drafts special needs and income-only trusts, including any required public benefits forms, and provides instruction letters and assistance to the trustees. She is also well-versed in other public benefits program policies, including Supplemental Security Income (SSI), Nutrition Assistance (NA), AHCCCS Medical Assistance, and Housing and Urban Development (HUD) Section 8. She handles the firm’s Maricopa County matters, including guardianship, conservatorship, and estate planning, as well as drafting briefs and pleadings in contested litigation. Julie leads the firm in drafting and review of business formation documents and business succession planning.
Julie received her bachelor’s degree in Justice Studies at the Arizona State University in 2012 and earned her Juris Doctor degree from Sandra Day O’Connor College of Law at Arizona State University in May 2015. She has worked in the elder law field for over 10 years, and previously worked for AHCCCS/ALTCS for five years as an eligibility interviewer, training officer, and policy specialist. As an eligibility interviewer, Julie pioneered several verification forms that ALTCS still uses today and she developed a client contact log that was used as a model for the contact log in the AHCCCS Computer Eligibility (ACE) system. As a training officer, Julie helped develop public information brochures and update AHCCCS/DES application forms. She wrote technical manuals for the ALTCS financial eligibility computer systems, in addition to providing training about AHCCCS and ALTCS eligibility requirements to AHCCCS employees and public advocacy groups. As a policy specialist, she developed policies, procedures, and forms for KidsCare (Arizona’s children’s health insurance program), and assisted with the development and testing of the ACE system.
Julie is a skilled public speaker and often presents at seminars with Mr. McLaughlin. As a third-year law student, Julie was invited to speak at an Arizona State Bar Continuing Legal Education seminar, where she discussed the Achieving a Better Life Experience (ABLE) Act and ALTCS eligibility requirements. In 2017, she facilitated an Arizona NAELA discussion about ALTCS medical eligibility.
Julie lives in Ahwatukee and telecommutes through a remote connection to the firm’s network drive. Our staff scans all of the clients’ information and documents into files on the network drive, so Julie has all of the information she needs at her fingertips. Julie also travels to the Glendale and Prescott offices as needed and from time to time.
Diligent and compassionate, Julie skillfully helps seniors, individuals with disabilities, and their families navigate and understand the complex interplay between estate planning, Medicaid, probate, tax, and medical issues. Julie is passionate about helping veterans and enjoys volunteering for veterans’ assistance projects such as Arizona StandDown and Disabled American Veterans legal clinics. She passed the bar exam in February 2016 and is currently working on obtaining her professional license. Once she is admitted to the Arizona Bar, she will continue with the firm as an associate attorney.