The following notice appeared in the November 15, 2014 RAO Bulletin: To align VA’s healthcare program with the financial assessment requirements for other federal healthcare programs, the VA has approved a process change to cease collection of veterans’ net worth information for purposes of means testing for health benefits. Effective Jan. 1, 2015, VA will.. read more →

Clients often come to my office seeking a solution to the following problem: the client has lost Supplemental Security Income (SSI) and Medicaid coverage due to the receipt of Social Security benefits on a parent’s record based upon the retirement, death or disability of the parent. The client asks if it’s possible to continue receiving.. read more →

Contrary to popular opinion, under the law of Pennsylvania, New Jersey and other states, an unlimited gifting authority in a power of attorney does not protect the agent from criminal liability for self-dealing. A recent appeals court decision in Pennsylvania demonstrates this legal principal. Commonwealth of Pennsylvania v. Patton David L. Patton was arrested in.. read more →

72nd Semi Annual Tax and Estate Planning Forum Presented by the New Jersey Institute of Continuing Legal Education Wed, Dec 3 9:00 AM – 5:00 PM $220.00 General Tuition S12700W5 Location: Renaissance Woodbridge Hotel 515 US Highway 1 South Iselin, NJ (732) 634-3600 Don’t miss out – register today to hear from a virtual “who’s who”.. read more →

New Jersey Medicaid may not count IRAs, 401(k) and pension plans owned by the spouse of an applicant in determining eligibility if funds may be withdrawn only by borrowing against the retirement assets. Avery v. Union County Division of Social Services Rose Avery admitted her husband, Friend Avery, to a nursing home in July 1997. After.. read more →

As discussed in a prior blog post, a major overhaul of Medicaid will be introduced in New Jersey in the coming months. The new Medicaid program is called Managed Long Term Services and Supports (MLTSS). The MLTSS implementation date has been repeatedly adjourned, and the next date scheduled to put the new program into effect.. read more →