Spousal Refusal in Medicaid Planning
Spousal Refusal is a Medicaid Planning tool that Elder Law Attorneys use for their married clients. Essentially, the Medicaid spouse...
Low Cost Medicaid Applications
Recently a potential client became a client due to a Medicaid Application non lawyer company. These companies are not attorneys, and can...
Joint Accounts
Joint bank accounts are usually done as a means of DIY Estate Planning. The adult child places themselves on the parents account as a...
Personal Injury and Medicaid/SSI
Personal Injury settlements could be a little difficult. The difficulty is that while the IRS does not recognize the settlement for tax...
Rental Property and Medicaid
Rental Property is a common issue with Medicaid Planning. Some applicants may have a rental property. Medicaid does not treat the...
Countable Asset in Medicaid
What exactly is exempt from Medicaid as a countable asset? The answer is really quite simple: anything that is a non-countable asset is...
Medicaid Failures
Recent Live Facebook feed of our monthly lunch and learn on lessons learned from "failed" medicaid strategies.......
Importance of funding Qualified Income Trust
I was recently asked by a Nursing Home to help them with a client of theirs for the Medicaid renewal. Apparently, the client was denied...
Medicaid Transfer of Assets
Medicaid Transfer As you might be aware, Medicaid has a “look back” period of five years for transfers. This means that a person can not...
