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…

9 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