Law Office of Donald D. Vanarelli Blog

New Jersey Elder Law, Estate and Special Needs Planning, Mediation and Collaborative Family Law NJ

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Entries Tagged as 'Gifts'

New Jersey Increases Medicaid Penalty Divisor, But Artificially Keeps The Rate Far Less Than The Actual Monthly Cost Of Nursing Home Care

December 20th, 2012 · No Comments

New Jersey’s Medicaid rules are complicated, and seem like they’re always changing. One such change in the rules that occurs on a regular basis is the State Medicaid agency’s amendment to the Medicaid program’s “penalty divisor.”  On December 10, 2012, a Medicaid Communication, or notice, was released by the Division of Medical Assistance and Health [...]

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Tags: Care Facilities · Gifts · Governmental or Public Benefit Programs · Medicaid · Medicaid Planning · New Laws · Nursing Homes

Gifting, Medicaid and VA Aid and Attendance Benefits

September 23rd, 2012 · 1 Comment

Aid and Attendance is a benefit that is available through the Department of Veterans Affairs (VA) to a qualifying veteran whose net worth is not “excessive” and who: is bedridden, or requires the aid of another person to perform activities of daily living, or is a nursing home resident, as a result of mental or [...]

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Tags: Gifts · Medicaid Planning · VA Pension Benefits · Veterans Benefits

The Legitimate Use of Personal Services Contracts in Long-Term Care Planning

August 10th, 2011 · No Comments

Very often, family members provide assistance in caring for an aged or disabled loved one.  The assistance is often provided at great personal and financial sacrifice by the family member involved in care-giving. One way to alleviate the financial sacrifice experienced by the care-giver to some extent is by utilizing a Personal Services Contract (“PSC”). [...]

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Tags: Care Contracts · Elder Law · Gifts · Medicaid Planning · News Briefs · Personal Achievements and Awards

Court-Approved Compensation Paid To Medicaid Applicant’s Children For Services Under Power Of Attorney Does Not Prevent Medicaid Penalty

June 5th, 2011 · No Comments

A New Jersey appeals court upheld the imposition of a penalty period on a nursing home resident’s receipt of Medicaid benefits, holding that the resident failed to rebut the presumption that a court-ordered payment made to the resident’s adult children for previously uncompensated services provided under a power of attorney was not a valid payment [...]

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Tags: Gifts · Medicaid · Medicaid Planning · New Cases · Powers of Attorney · Transfers For Reasons Other Than To Qualify For Medicaid

Top 12 New Jersey Elder Law Cases Decided In 2010

December 14th, 2010 · No Comments

Here are my selections for the top ten (10) twelve (12) New Jersey elder law / public benefits / Medicaid cases decided in 2010: (1) R.C. v. Division of Medical Assistance and Health Services and Hudson County Board of Social Services, OAK DKT. NO. HMA 08047 – 10 (Hudson County, October 22, 2010): Judge Awards [...]

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Tags: Annuities · Care Contracts · Elder Law · Gifts · Medicaid · Medicaid Planning · Promissory Notes · Social Security Benefits · Supplemental Security Income (SSI) Benefits · Transfers to "Caregiver" Child(ren) · Trusts

New Jersey Rewrites The Rules Concerning Gifts Made By Medicaid Applicants Which Are Later Returned

June 4th, 2010 · 2 Comments

As many readers know, Medicaid applicants are subject to the imposition of a penalty, or a period of ineligibility for Medicaid, when gifts, called “transfers for less than fair market value” in the regulations, are made at any time during the five year period prior to the date on which the Medicaid application is filed, [...]

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Tags: Gifts · Governmental or Public Benefit Programs · Medicaid · Medicaid Planning · New Laws · News Briefs

Federal District Court Permanently Enjoins NJ From Imposing “Never Ending” Penalty For Gifts Made By Applicants For Services Under Medicaid Waiver Programs

April 11th, 2010 · No Comments

Soon after the passage of the Deficit Reduction Act of 2005 (DRA), New Jersey’s Division of Medical Assistance and Health Services, the State Medicaid agency, took the position that the penalty period, or period of ineligibility for Medicaid, resulting from transfers made during the look-back period by applicants for home or community – based services [...]

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Tags: Assisted Living Facilities · Elder Law · Gifts · Housing for the Elderly and Disabled · Medicaid · Medicaid Planning · New Cases

Federal Judge Enjoins New Jersey From Denying Medicaid Eligibility To Aged Parents Who Transferred Assets Outright To Their Blind Or Disabled Children

October 26th, 2009 · No Comments

In order to qualify for Medicaid benefits, applicants cannot possess assets which exceed the financial limits established in the program. In order to prevent applicants from wrongly achieving Medicaid eligibility by transferring their excess resources to others, Congress has established rules which impose a “transfer penalty”, or period of ineligibility for Medicaid benefits, whenever an [...]

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Tags: Elder Law · Gifts · Governmental or Public Benefit Programs · Medicaid · Medicaid Applications · Medicaid Planning · New Cases

NY Court Rules That Guardian May Conduct Medicaid Planning on Behalf of His Great Aunt

June 17th, 2009 · No Comments

A New York trial court allows a guardian to conduct Medicaid planning on behalf of his ward, his great aunt, but requires that gifted money be put into a trust for the aunt’s personal needs. in-matter-of-ml (N.Y. Sup. Ct., No. 924XX/08, June 2, 2009). Matthew S. was appointed guardian of his great aunt, M.L., who [...]

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Tags: Gifts · Guardianship · Medicaid Planning

Medicaid Eligibility Established Although Gifts Were Made During The Look-Back Period

June 8th, 2009 · No Comments

In the May 27, 2009 Initial Decision of Estate of M.M. v. DMAHS, a New Jersey administrative law judge (“ALJ”) made noteworthy decisions regarding two Medicaid topics: (1) increasing the Community Spouse Resource Allowance (“CSRA”); and (2) rebutting the presumption that a transfer of assets was made to establish Medicaid eligibility. In the Estate of [...]

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Tags: Gifts · Medicaid Planning