Resource Eligibility

Medicaid Cannot be More Restrictive Than SSI in 1634 States (Non-209(b) States)

Several overriding rules control the creation and application of Medicaid eligibility criteria by the states. These rules are applicable to…

2 years ago

Conservatorship litigation made life insurance policy inaccessible

In a recent case (Dep't of Tenncare 4/20/2022), Appellant's application for nursing home Medicaid was denied due to ownership of…

3 years ago

Irrevocable Trust was not an available resource when determining Medicaid eligibility

In Geyen v. Commissioner of Minnesota Department of Human Services, 964 N.W.2d 639 (2021), Dorothy Geyen's application for Medicaid was…

3 years ago

Medicaid Annuity Cases on Appeal in Massachusetts

In American National Life Insurance Company v. Breslouf (Mass. Super. 6/3/2021), a Community Spouse named Julius Breslouf purchased a Medicaid…

3 years ago

News Roundup 1-21-2022

General News Sources: Oldest person in the US reportedly dies at 115 Supreme Court declines to hear case of Delphi…

3 years ago

2022 Spousal Impoverishment Standards

The standards for the 2022 Community Spouse Resource Allowance and Community Spouse Monthly Income Allowance have been updated in the…

3 years ago

Excel Worksheet to Estimate Effect of Gifting with Offsetting Promissory Note

Gifting is usually a last resort when creating a Medicaid Plan. The reason is gifts trigger a transfer of resources…

3 years ago

Medicaid: Income is not a Resource During the Month of Receipt

Sometime people assume monthly income counts toward the $2,000 resource limit. Assets (anything of value) are either income or resources. "…

3 years ago

New 2022 SSI and Medicaid Numbers

Every year the Supplemental Security Income (SSI) benefit rate and Medicaid resource allowances are updated. For 2022, the federal benefit…

3 years ago

Protecting Married Seniors from Impoverishment Act of 2021

H.R. 1717, known as the Protecting Married Seniors from Impoverishment Act of 2021, and a companion bill in the Senate…

3 years ago