What Elements Must be Met for a Hardship Waiver? By Jill Roamer, J.D., CIPP/US Medicaid Planning Federal law, specifically 42 U.S. Code § 1396p(c)(2)(D), dictates that a state must establish procedures that allow a Medicaid applicant to receive needed care via a…
How Medicaid And Medicare Fit Into Planning For Long-Term Care How Medicaid And Medicare Fit Into Planning For Long-Term Care. Beginning this year, workers in Washington state must pay 58 cents of every $100 they earn into the Washington…
Special Needs Trusts and How They Can Benefit Seniors Posted October 13, 2016 in Disability Services Articles, Elder Law Articles by Michael B. Bridges; Dobson, Jones, Ball, Phillips & Bridges, P.A., Attorneys at Law A special needs trust is a trust created for an individual who has special…
Showing Transfers Were for Purposes Other Than to Qualify for Medicaid Benefits By Jill Roamer, J.D., CIPP/US Medicaid Planning, Case Law When someone needs long-term care and applies for Medicaid benefits, there is a look-back period. The Medicaid agency will look back a…
How Medicaid Planning Trusts Protect Assets and Homes from Estate Recovery Last updated: January 04, 2021 What are Medicaid Asset Protection Trusts (MAPT)? Medicaid Asset Protection Trusts (MAPT) can be a valuable planning strategy to meet Medicaid’s asset limit when…
Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older By Jill Roamer, J.D., CIPP/US Special Needs Planning, Medicaid Planning, Case Law Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain Medicaid eligibility rules…
Dealing with IRAs in Crisis Planning By Dale M. Krause, J.D., LL.M. Veterans Benefits, Medicaid Planning Thank you to our guest blogger Dale M. Krause, J.D., LL.M., President and CEO of Krause Financial Services, for leading this conversation on dealing with IRAs in…
Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older By Jill Roamer, J.D., CIPP/US Special Needs Planning, Medicaid Planning, Case Law Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain Medicaid eligibility rules…
The Current State of Medicaid Work Requirements By Jill Roamer, J.D., CIPP/US Medicaid Planning Former President Trump made it very clear during his presidency that he supported Medicaid work requirements. Indeed, the former Administrator for Centers for Medicare & Medicaid Services (CMS),…
Is There an Appeal Right for Denial to Reopen a Medicaid Application? SEPTEMBER 16, 2021 By Jill Roamer, J.D., CIPP/US Medicaid Planning, Case Law Is There an Appeal Right for Denial to Reopen a Medicaid Application? Due process, as guaranteed by the…