Sharing the Planning Experience
The National Attorney Message Board
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Viewing 9 topics - 1 through 9 (of 9 total)
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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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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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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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Otherwise Eligible Serving Penalty: Private Pay Rate or Medicaid Rate
Where the applicant has been found to be otherwise eligible for nursing home benefits under medicaid, but is serving a penalty, must the nursing home charge the medicaid rate ...
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- 2 years, 2 months ago
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Reverse Mortgages
Just want to get another opinion on using a reverse mortgage to get the community spouse more income. Husband is in a nursing home. We are submitting a medicaid application fo...
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- 3 years ago
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Child Caregiver Exception
Viewing 9 topics - 1 through 9 (of 9 total)