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April 11, 2018
State of Wisconsin "Name on the Check Rule" Decision

In this case, the court needed to decide if income from an annuity can be counted towards the institutionalized spouse's income (Petitioner) or can it can be excluded since the payment is in the Petitioner's wife's name alone?

Administrative Law Decision Name on the Check Rule Wisconsin
September 2, 2015
Zahner, Claypoole, Sanner v. Penn Dept. of Human Services

Zahner, Claypoole, Sanner v. Penn Dept. of Human Services validated the use of short-term MCAs in Medicaid planning. There is no limitation on how short an MCA needs to be in order to be considered "actuarially sound."

Court of Appeals - Federal Exempt Asset Gifting Pennsylvania
March 23, 1970
Goldberg v. Kelly

Adherence to proper procedure is essential for elder law practitioners who assist clients with Medicaid applications and benefit denials. In this article, we provide historical context to these procedures by revisiting the United States Supreme Court Case, Goldberg v. Kelly, 90 S. Ct. 1011 (1970), in which the Supreme Court was asked to answer the question: does the state's termination of a recipient's benefits without a hearing violate the 14th amendment due process clause?

New York Procedural Rights Supreme Court - Federal