A Medicaid applicant who made payments to her daughter for more than four years and claimed those payments were made to cover the cost of monthly payments for her mentally ill daughter’s rent could not prove the payments were made for a purpose other than to qualify for Medicaid because she did not prove that [...]
Entries Tagged as 'Medicaid Planning'
Court Finds Medicaid Applicant Who Paid Disabled Daughter’s Rent For Many Years Subject to Penalty Period
June 10th, 2013 · No Comments
Tags: Care Facilities · Governmental or Public Benefit Programs · Medicaid · Medicaid Planning · New Cases · Nursing Homes · Transfers For Reasons Other Than To Qualify For Medicaid · Transfers to Disabled Adult Children
NJ Federal Judge Finds Annuity Purchased By Spouse Of Medicaid Applicant With Couple’s Excess Resources Is An Exempt Asset
June 7th, 2013 · No Comments
A federal district court in New Jersey holds that an annuity purchased by the spouse of a Medicaid applicant with the couple’s countable resources which exceeded the resource limit under Medicaid is not a transfer for less than fair market value for purposes of Medicaid eligibility. Carlini v. Velez (U.S. Dist. Ct., D.N.J., No. 12-7290 (JEI/KMW), [...]
Tags: Annuities · Governmental or Public Benefit Programs · Medicaid · Medicaid Planning · New Cases
The VA’s New “Fully Developed Claim” Process
May 16th, 2013 · No Comments
Fully Developed VA Claims The Department of Veterans Affairs (VA) has implemented a new process designed to expedite claims for VA benefits having all information required by the agency and all required supporting evidence. The new process, officially titled in 38 CFR §20.1509(a) as the “Expedited Claims Adjudication Initiative-Pilot Program,” is unofficially called the Fully [...]
Tags: Medicaid Planning · VA Compensation Benefits · VA Pension Benefits · Veterans Benefits
Chancery Court Lacks Subject Matter Jurisdiction Over Medicaid Eligibility Determinations
May 9th, 2013 · No Comments
New Jersey appeals court ruled that a Chancery court’s order holding that certain trust expenditures “shall not” act to deprive the beneficiary of any Medicaid benefits should a Medicaid application be made, exceeded the court’s subject-matter jurisdiction because New Jersey’s Medicaid agency, the Division of Medical Assistance and Health Services (DMAHS), was the single state [...]
Tags: Governmental or Public Benefit Programs · Medicaid · Medicaid Planning · New Cases
New Jersey Improperly Denies Medicaid Benefits To Veterans By Incorrectly Including VA Pension Benefits As “Countable Income”
May 6th, 2013 · No Comments
In recent years, applicants for Medicaid benefits in New Jersey have been incorrectly denied eligibility as a result of including as “countable income” the applicants’ Veterans Administration Improved Pension (“VAIP”) benefits awarded pursuant to 38 U.S.C. § 1541(d)(1) for unreimbursed medical expenses (“UMEs”). New Jersey’s Medicaid agency, the Department of Medical and Health Services (“DMAHS”), [...]
Tags: Medicaid Planning · VA Pension Benefits · Veterans Benefits
Presentation on the Impact of Elder Law Issues on Divorce Mediation
May 4th, 2013 · No Comments
On Saturday, April 27, 2013, I presented a session on the impact of elder law issues on divorce mediation at the 2013 Annual Divorce Mediation Seminar by the New Jersey Association of Professional Mediators. The topics covered in my session included Social Security, including retirement, disability and survivors benefits, Supplemental Security Income benefits, Medicare, Medicaid, [...]
Tags: Child Support · Divorce · Divorce Mediation · Elder Law · Family Law · Governmental or Public Benefit Programs · Mediation · Medicaid · Medicaid Planning · Medicare · Personal Achievements and Awards · Social Security Benefits · Special Needs Planning · Special Needs Trusts · Spousal Support · Supplemental Security Income (SSI) Benefits · Veterans Benefits
Reporting VA Pension with Aid and Attendance Supplement for Medicaid Purposes
March 30th, 2013 · No Comments
The Department of Veterans Affairs (VA) is causing Medicaid applicants to be incorrectly denied benefits due to the way the federal agency is reporting the VA pension benefit to state agencies for the purpose of determining Medicaid eligibility. In that regard, the VA is issuing letters to state Medicaid agencies which breakdown the VA benefit [...]
Tags: Governmental or Public Benefit Programs · Medicaid · Medicaid Planning · VA Pension Benefits · Veterans Benefits
Medicaid Eligibility Under The “Undue Hardship” Exception
February 20th, 2013 · No Comments
In the event of a Medicaid denial as a result of an unauthorized transfer or gift to a third party, one avenue of redress that may be available to a Medicaid applicant is to seek a waiver of the penalty based upon the “undue hardship” exception in the Medicaid regulations. The standards under which a [...]
Tags: Governmental or Public Benefit Programs · Medicaid · Medicaid Planning · Undue Hardship Provision
Top 12 Elder Law Court Rulings In 2012 From Across The Nation
January 25th, 2013 · No Comments
Below, courtesy of the ElderLawAnswers website, is the annual roundup of the top 12 elder law decisions decided by federal and state courts in 2012. The cases were selected based upon readership as measured by the number of readers who “clicked through” to the full story in the website’s Weekly and Monthly e-letters. Links in [...]
Tags: Elder Law · Estate Litigation · Estate Planning · Medicaid Planning · New Cases · Top Ten
Calculating The Amount Of VA Pension Benefits Payable To A Single Veteran Based Upon Unreimbursed Medical Expenses
January 22nd, 2013 · No Comments
For years, clients have asked about pension benefits available from the Department of Veterans Affairs (VA). Because of this consistent client interest, I’ve written about VA pension benefits with Housebound or Aid and Attendance Supplement in many blog posts over the years. However, one issue I haven’t blogged about yet involves calculating the amount of [...]
Tags: Medicaid Planning · VA Pension Benefits · Veterans Benefits