Transfer Penalty

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
Medicaid: Personal Services Contract RejectedMedicaid: Personal Services Contract Rejected

Medicaid: Personal Services Contract Rejected

Personal Services Contract rejected. Petitioner was admitted to a nursing home in October 2008, where she continued to stay. At…

4 years ago
Medicaid: Transfer to Disabled Child Approved Upon ALS DiagnosisMedicaid: Transfer to Disabled Child Approved Upon ALS Diagnosis

Medicaid: Transfer to Disabled Child Approved Upon ALS Diagnosis

Direct Transfer to disabled child allowed from date ALS was diagnosed. Petitioner made transfers directly to a disabled child with…

4 years ago
Medicaid: No Transfer Penalty Where Transfer Was Exclusively for Purpose Other Than to Qualify for MedicaidMedicaid: No Transfer Penalty Where Transfer Was Exclusively for Purpose Other Than to Qualify for Medicaid

Medicaid: No Transfer Penalty Where Transfer Was Exclusively for Purpose Other Than to Qualify for Medicaid

Transfer penalty cannot be imposed where transfer was exclusively for purpose other than to qualify for Medicaid. Petitioner was admitted…

4 years ago
Medicaid: Transfer Penalty AffirmedMedicaid: Transfer Penalty Affirmed

Medicaid: Transfer Penalty Affirmed

Penalty Affirmed After Life Estate Conveyed; Hardship Waiver Unavailable Because No Legal Action was Taken to Recover Property. Petitioner, a…

4 years ago
Medicaid: Transfer Penalty Reversed Where Services Provided Under AgreementMedicaid: Transfer Penalty Reversed Where Services Provided Under Agreement

Medicaid: Transfer Penalty Reversed Where Services Provided Under Agreement

Transfer Penalty Reversed Where Care Services Were Provided Under Agreement. Petitioner was discharged from a nursing home to home in…

4 years ago