Resource Eligibility

Medicaid Changes for Seniors in the One Big Beautiful Bill Act

There are a few major changes for elders in the One Big Beautiful Bill Act. First, as discussed in numerous…

1 week ago

Improper Use Spoils Trust

Improper Use Spoils Trust Is it possible to spoil a trust by misusing it? The answer was "yes" in S.P.…

3 weeks ago

2025 Spousal Impoverishment Standards

On November 15, 2024, the Centers for Medicare and Medicaid Services posted the 2025 spousal impoverishment standards. These are the…

8 months ago

Social Security Announces 2.5 Percent Benefit Increase for 2025

On October 10, 2024, the Social Security Administration announced that Americans will increase a 2.5 percent cost of living increase…

10 months ago

Promissory Notes

When the Deficit Reduction Act of 2005 changed 42 U.S.C. § 1396p, new restrictions were imposed on promissory notes. Subsection…

10 months ago

Refusal to Answer Medicaid’s Questions Justified Denial of Eligibility

In Lamle ex rel. Lamle v. Shropshire (W.D. Oklahoma 5/29/2024), a United States District Court upheld a denial of benefits…

10 months ago

Georgia Medicaid Waiver Programs

Section 1115 of the Medicaid statute allows sates to test new or existing ways to deliver and pay for health…

11 months ago

Medicaid’s “any circumstance” test for trusts

Medicaid's "Any Circumstance" Test for Trusts In case you missed the memo, Medicaid doesn't like trusts. The rules relating to…

1 year ago

Long-Term Care Partnership Policies

Long-Term Care Partnership Policies One example of good planning is purchasing long-term care insurance. The greatest risk to non-taxable estates…

1 year ago

Home purchased after nursing home admission was not an exempt homeplace

In a Texas case decided on May 3, 2024, the Texas Supreme Court reversed the Court of Appeals and trial…

1 year ago