In E.S. vs. Division of Medical Assistance and Health Services, petitioner, a 91 year old nursing home resident, transferred $42,053 to her son after paying the nursing home privately from her savings for two years. The nursing home payments and the gift combined to leave petitioner with no assets, so she applied for Medicaid. The [...]
Entries Tagged as 'Governmental or Public Benefit Programs'
New administrative law case disallows any reduction in a Medicaid penalty period based upon the return of gifted assets after a Medicaid application is filed
November 9th, 2008 · No Comments
Tags: Elder Law · Gifts · Governmental or Public Benefit Programs · Medicaid Applications · Medicaid Planning · New Cases
I was a Speaker at the 2008 NAELA Advanced Elder Law Institute
November 3rd, 2008 · No Comments
This year, the National Academy of Elder Law Attorneys held its Advanced Institute in Kansas City, Missouri from October 23 - 26. The program-of-events-10-31-08 shows that the presentations at the Institute covered a wide array of subjects. I attended two terrific sessions on the eligibility criteria for Veterans Administration (VA) service-related compensation benefits and non-service [...]
Tags: Elder Law · Financial Exploitation of the Elderly · Governmental or Public Benefit Programs · Medicaid Applications · Medicaid Planning
Social Security Benefits to Rise 5.8 Percent, Biggest Leap Since 1982
October 31st, 2008 · No Comments
The nation’s roughly 53 million elderly and disabled Social Security recipients will get their biggest pay hike since 1982 — a 5.8 percent cost of living increase in payments in 2009. This is expected to raise the average monthly payment for the typical beneficiary by $63. The 2009 increase is up from the 2.3 percent [...]
Tags: Social Security Benefits · Supplemental Security Income (SSI) Benefits
New Medicaid Planning Strategy Held To Be Valid In New Jersey In An Important New Case
October 29th, 2008 · No Comments
As I reported in a May 22, 2008 blog posting several months ago, I received a denial notice from the Middlesex County welfare agency in a case in which the applicant’s Medicaid eligibility plan involved making a loan to a relative. The borrowing relative signed a promissory note agreeing to repay the note in monthly installments, including [...]
Tags: Governmental or Public Benefit Programs · Medicaid Applications · Medicaid Planning
Medicaid Spousal Impoverishment Figures for 2009 Released by CMS
October 27th, 2008 · No Comments
Updated Figures for 2009.
The Centers for Medicare & Medicaid Services (CMS) has released the community spouse resource allowance and the maximum monthly maintenance needs allowance for 2009. The new minimum CSRA is $21,912 and the new maximum is $109,560. The new maximum monthly maintenance needs allowance is $2,739. The minimum monthly maintenance needs allowance remains [...]
Tags: Governmental or Public Benefit Programs · Medicaid Applications · Medicaid Planning
How Does Work Affect Your Social Security Payments?
October 18th, 2008 · No Comments
Many people continue to work beyond retirement age, either by choice or out of necessity. But if you are receiving Social Security benefits, working may affect your benefit payments. Earning income above Social Security thresholds can cause a reduction in benefits and mean your benefits will be taxed.
If you work and are “full retirement age” [...]
Tags: Social Security Benefits · Taxation
Second Circuit Rules that the Three-Day Hospitalization Requirement for Skilled Nursing Facility Coverage under Medicare Starts at Inpatient Admittance
October 14th, 2008 · No Comments
The Second Circuit Court of Appeals ruled that until a patient is formally admitted to a hospital as an inpatient, the clock does not begin to run on Medicare’s three-day hospital stay requirement to qualify for skilled nursing facility coverage. estate-of-landers-v-leavitt (2nd Cir., No. 06-4921-cv, Oct. 1, 2008).
Marion Landers, along with several other Medicare [...]
Tags: Medicare · New Cases · Skilled Nursing Facilities
Wall Street Journal Article Discusses Estate Planning for Disabled Children and Adults with Special Needs
October 13th, 2008 · No Comments
An article in the October 9th edition of The Wall Street Journal discussed estate planning for disabled children and adults with special needs.
According to the WSJ, more than 41 million Americans, or almost 15% of the population, have some type of disability. In addition, 6.2% of children ages 5 to 15, or 2.8 million [...]
Tags: Estate Planning · Governmental or Public Benefit Programs · Special Needs Planning
CMS Issues Final Rule Enabling Medicaid Beneficiaries To Direct Personal Assistance Services
October 9th, 2008 · No Comments
A final rule that would allow more Medicaid beneficiaries to be in charge of their own personal assistance services, including personal care services, instead of having those services directed by an agency, was announced on September 29, 2008 by the Centers for Medicare & Medicaid Services (CMS).
The rule guides states who wish to allow [...]
Tags: Governmental or Public Benefit Programs · News Briefs
A New York Appeals Court Holds That The Usual Household Expenses Incurred by a Wife Necessitate An Increased Maintenance Allowance Even Though Her Husband Is A Medicaid Recipient In A Nursing Home
September 29th, 2008 · No Comments
A New York appeals court held that a community spouse is entitled to an increased minimum monthly maintenance needs allowance (MMMNA) because her basic monthly expenses are almost double her monthly income and therefore qualify as “exceptional circumstances” necessitating access to her husband’s income. Matter of Balzarini v. Suffolk County Dept. of Social Servs. (N.Y. [...]
Tags: Governmental or Public Benefit Programs · Medicaid Applications · Medicaid Planning