In this episode, Scott Engstrom and Collin Terry discuss key elder law updates in the realm of Medicaid Compliant Annuities, including recent case law and reminders that states cannot impose stricter rules than federal Medicaid law.
During the discussion, they review:
- A Massachusetts case where a short-term annuity was upheld
- Free look period rulings in New Jersey and West Virginia
- Wisconsin policy changes that eliminated additional annuity valuation requirements
Don’t miss the latest developments in elder law!
