Annuity

Is a Community Spouse required to name the State as remainder beneficiary of an annuity?

A Petition for writ of certiorari in the case of Dermody v. Massachusetts Executive Office of Health and Human Services…

10 months 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

Applicants sought MSJ and Injunction where eligibility was denied due to annuity structure

Plaintiffs were a group of couples with one spouse in the nursing home and other spouse still in the community.…

4 years ago

James v. Richman, 465 F. Supp. 2d 395 (M.D. Pa. 2006)

Robert and Josephine James were married when Robert went to the nursing home. A resource assessment was done and Medicaid…

4 years ago

Cook v. Glover, 295 Ga. 495 (2014)

The Georgia Supreme Court granted certiorari to consider whether the Court of Appeals properly interpreted 42 USC ยง 1396p with…

4 years ago

James v. Richman, 465 F. Supp. 2d 395 (D. Pa. 2006)

A community spouse purchased an actuarially sound single-premium irrevocable annuity for $250,000 for the purpose of spending down excess assets…

4 years ago