Resource Eligibility

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…

4 years ago
Medicaid Spend-down – What is it?Medicaid Spend-down – What is it?

Medicaid Spend-down – What is it?

What are people talking about when they say you have to "spend down" to become eligible for Medicaid? Well, it…

4 years ago
Form: Spreadsheet to Evaluate ResourcesForm: Spreadsheet to Evaluate Resources

Form: Spreadsheet to Evaluate Resources

The spreadsheet included below can be used to help total your countable and exempt resources when evaluating your eligibility for…

4 years ago
Medicaid: Deeming Terminates After Eligibility is EstablishedMedicaid: Deeming Terminates After Eligibility is Established

Medicaid: Deeming Terminates After Eligibility is Established

Deeming Terminates After Eligibility Is Established. Four years later, the Duprees were back in Court. At the annual review on…

4 years ago
Medicaid: Homeplace ExemptionMedicaid: Homeplace Exemption

Medicaid: Homeplace Exemption

Which Home is the Homeplace? Pernie Dupree entered a nursing home on September 11, 2009. Prior to her admission, she had…

4 years ago
Medicaid: Pooled Trust Subaccount Established for Individual Over 65Medicaid: Pooled Trust Subaccount Established for Individual Over 65

Medicaid: Pooled Trust Subaccount Established for Individual Over 65

Pooled Trust Subaccount Established for Individual Over 65yo. An 83 year old deposited $12,320 into a pooled trust in August…

4 years ago
Medicaid: No Penalty on Transfer to Disabled Child; Previously Unknown Resource ExemptMedicaid: No Penalty on Transfer to Disabled Child; Previously Unknown Resource Exempt

Medicaid: No Penalty on Transfer to Disabled Child; Previously Unknown Resource Exempt

Direct Transfer to Disabled Child; Previously Unknown Resource. Applications for Medicaid were filed on November 24, 2008 and January 8,…

4 years ago
Medicaid: Annuity; Transfer Penalty for Failing to Name State as BeneficiaryMedicaid: Annuity; Transfer Penalty for Failing to Name State as Beneficiary

Medicaid: Annuity; Transfer Penalty for Failing to Name State as Beneficiary

Annuity; Transfer Penalty for Failing to Name State as Beneficiary. Petitioner, a 95 year old nursing home resident, applied for…

4 years ago
Medicaid: Single Premium Life Insurance Policy; Penalty ReversedMedicaid: Single Premium Life Insurance Policy; Penalty Reversed

Medicaid: Single Premium Life Insurance Policy; Penalty Reversed

Single Premium Life Insurance Contract; Penalty Reversed. On November 5, 2008, Petitioner filed an application to purchase a Single Premium…

4 years ago
Medicaid: No Retroactive Application of Policy Changes Permitted; Payments for Renovations to Accommodate Petitioner Permitted; Payments Consistent with Prior Accepted Obligation PermittedMedicaid: No Retroactive Application of Policy Changes Permitted; Payments for Renovations to Accommodate Petitioner Permitted; Payments Consistent with Prior Accepted Obligation Permitted

Medicaid: No Retroactive Application of Policy Changes Permitted; Payments for Renovations to Accommodate Petitioner Permitted; Payments Consistent with Prior Accepted Obligation Permitted

No Retroactive Application of Policy Changes Permitted; Payments for Renovations to Accommodate Petitioner Permitted; Payments Consistent with Prior Accepted Obligation…

4 years ago