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Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older

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…

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CMS Reacts to Oklahoma Law that Instills Five-Year Waiting List for Those with Special Needs

CMS Reacts to Oklahoma Law that Instills Five-Year Waiting List for Those with Special Needs  By Jill Roamer, J.D., CIPP/US  Special Needs Planning October marks the beginning of National Special Needs Law Month! Let’s start celebrating with some good news about an Oklahoma…

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