I facilitated a discussion at the first ever Wisconsin NAELA Chapter UnProgram on June 13, 2008, in Green Bay, Wisconsin on the subject of DRA. Four of the topics discussed are outlined below:
1. Medicaid Complaint Annuities – Community Spouse
In those states that have already passed the DRA legislation, in the majority of the states it is clear that if the community spouse purchases a Medicaid Complaint Annuity (“MCA”) with the spend-down amount, it is required that the primary benefici ...
