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1. Facts.
Ms. Smith currently resides in a Wisconsin assisted living facility. Ms. Smith is a surviving spouse of a veteran, and is 81 years of age - age nearest birthday (DOB 02/05/1929). According to the Wisconsin Medicaid Program, her life expectancy is 8.59 years/103.08 months. Presently, Ms. Smith has total countable resources of $180,655 and monthly social security and pension income of $1,436. In order for Ms. Smith to receive the maximum VA benefit of $1, ...
In May of 2008 I worked with a Pennsylvania elder law attorney who had a Medicaid case involving a husband and wife, Mr. and Mrs. M. The institutionalized spouse, Mrs. M, entered a nursing home in March of 2008, and was expected to remain there indefinitely. After a resource assessment, Mr. M wanted to qualify his wife for Pennsylvania Medicaid benefits.
In order to eliminate the spend-down amount, pursuant to my suggestion, Mr. M purchased a Medicaid Compliant Annuity from Employ ...
For those veterans looking for economic assistance to pay for home healthcare, assisted living, or nursing home care, they might want to investigate whether they are eligible for a monthly VA Aid and Attendance Benefit ("A&A"). In order to qualify, the veteran must have served during an active wartime, received a quality discharge, be permanently and totally disabled, be in need of daily aid and attendance, and have nominal assets and a low monthly income. For most veterans who s ...
According to an article which appears in the September 14th, 2009, edition of the Margolis and Bloom Weekly Newsletter, the life expectancy of Americans has reached a new high of nearly 78 years. The findings were reported by the National Center for Health Statistics in August of 2009 and are based on 90% of death certificates filed in 2007. The leading causes of death continue to be heart disease and cancer. Alzheimer's moved up to sixth place, from seventh in 2006. Nota ...
A Massachusetts trial court ruled that a community spouse's transfer of a partial interest in a homestead in exchange for an amended promissory note is an allowable transfer that cures the remaining portion of a divestment penalty period.
In the case of Clark v. Dehner (Mass. Supp. Ct., Middlesex, No. 08-02427-H, July 30, 2009), George Clark ("Mr. Clark") is a resident of a Massachusetts long-term care nursing facility, where he has resided since August 1, 2006. Mr. Clark is married ...
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