Community Spouse Case **DO NOT EDIT**

Medicaid Compliant Annuity Planning for a married couple.

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Blog

Pennsylvania - Community Spouse Court Decision - Weatherbee

In 2006, I worked with a Pennsylvania elder law attorney who had a Medicaid case involving a husband and wife, the Weatherbees.  The institutionalized spouse, Mr. Weatherbee, entered a nursing home in September of 2006, and was expected to remain there indefinitely.  After a resource assessment, Mrs. Weatherbee wanted to qualify her husband for Pennsylvania Medicaid benefits. In order to eliminate the spend-down amount, pursuant to my suggestion, Mrs. Weatherbee purchased a Medicaid C ...

Medicaid 2009 - RMD Distributions Suspended

On December 23, 2008, President Bush signed into law the Worker, Retiree, and Employer Recovery Act of 2008 (the "Act"). The Act provides relief to plan participants and pension plan sponsors impacted by the current economic crisis by suspending the requirement to receive minimum distributions for 2009.  It also provides limited relief from the defined benefit plan funding rules enacted by the Pension Protection Act of 2006 for both single-employer defined benefit pension plans and multi-em ...

Wisconsin Residents Have Incentive To Buy Long-Term Care Insurance

In 1965, President Lyndon Johnson, as part of the Great Society legislation, initiated universal healthcare coverage for citizens ages 65 and older.  Today, we know this program as Medicare.  Simultaneously, healthcare and long-term care for the indigent were created and funded with federal and state tax dollars.  Today, we know this program as Medicaid. As we all know, Medicare and the Medicaid programs are seriously under funded and will need major overhauls very soon to contin ...

Wisconsin - Implementation of DRA

In an Operations Memo dated January 7, 2009, Amy Mendel-Clemens, of the Division of Health Care Access and Accountability, discussed the implementation of the Deficit Reduction Act of 2005 ("DRA") rules as to Wisconsin. As we all know, the DRA made major changes to the Medicaid divestment laws.  These changes included a new divestment penalty period begin date, a longer look back period, new treatment options for multiple divestments, a requirement that penalty periods include partial mont ...