Sharing the Planning Experience
The National Attorney Message Board
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Child Caregiver Exception
Hello, I am a New Jersey attorney and have never dealt with a case using the Child Caregiver Exemption. The client's child has lived in the home and cared for the client for...
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- 4 months ago
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Advice Re: Fee Structure for Medicaid Planning/Crisis Cases
Hello fellow elder law attorneys, I am looking for insight into how you structure your Medicaid planning, spend-down, and application assistance fees in your practice. Specif...
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- 5 months, 1 week ago
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Trust Planning for MCA Payments?
I have a client who is relatively young and receiving fairly large MCA payments from his Wife who is currently on Medicaid in Pennsylvania and in a SNF. He has asked me how t...
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- 7 months, 1 week ago
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Client Over MIPT Limit
Hello, I am assisting a client with an MCA crisis plan. Client's AIF provided me with gross income information. We went ahead and purchased the MCA. Now, I have received info...
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- 8 months, 2 weeks ago
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Strategic Referral Partnerships
I'm interested in expanding my strategic referral partnership for my elder law practice. What types of businesses have you found to be the most beneficial partners?
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- 1 year, 4 months ago
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Gaining Immediate Medicaid Eligibility
I have a client who wishes to obtain immediate Medicaid eligibility. He is under the age of 65 and is disabled (severe case of MS). His assets consist primarily of a residence...
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- 1 year, 5 months ago
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Setting Value of Medicaid-compliant Promissory Note
Hello, I have a question concerning the valuation of a Medicaid-compliant promissory note. Client would be selling a house and stock account to her daughter. The home is encu...
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- 1 year, 6 months ago
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disclaiming inheritance, sort of
Potential client is currently in rehab after a car wreck that injured her severely and killed her husband. Upon release she will need LTC. She will qualify with very little sp...
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- 1 year, 6 months ago
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Sibling with an Equity Interest
All, My client owns a 1/3 interest in real estate with her brother and sister-in-law. Prior to entering the nursing home, my client lived in a house on the property. The brot...
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- 2 years ago
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MCA income to well spouse
Hello All, If a community spouse (CS) immediately forwards his income from an MCA into a Medicaid trust, will this be considered an uncompensated transfer in case the CS need...
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- 2 years, 2 months ago
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Child Caregiver Exception