Archive for the Medicaid Category

Second Circuit Affirms That Income Stream from Annuity Is Not an Asset for Medicaid Purposes

On October 9, 2012   /   Medicaid, nursing home  

Second Circuit Affirms That Income Stream from Annuity Is Not an Asset for Medicaid Purposes In an important case impacting the use of Annuities as a part of an Elder Law Plan, the the U.S. Court of Appeals for the Second Circuit upholds a district court ruling […]

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NAELA CONFERENCE – ESTATE RECOVERY

On July 24, 2012   /   Asset Protection, Estate Recovery Program, Irrevocable Trusts, Medicaid  

The specter of Medicaid estate recovery causes fear for many who are considering the consequences of gifting to qualify for Medical Assistance. However, the speakers at the recent National Academy of Elder Law Attorneys’ (NAELA) 2012 Annual Conference in Seattle, Washington reminded the attendees that through proper […]

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Annuity Purchased Post-Initial Eligibility Determination Is Not Available Resource

On July 12, 2012   /   Asset Protection, Medicaid, nursing home  

Annuity Purchased Post-Initial Eligibility Determination Is Not Available Resource Many elder law clients use annuities as a means to protect assets for a community based spouse when his or her is receiving long term care. An important decision was reached that may benefit planners and their elder […]

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