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In the case of a couple, where a prior gift does not afford immediate Medicaid eligibility, is there a perfect plan for spending down?  Yes, there is!   Assume the following:  Robert and Nancy reside […]

This blog tackles the issue of partial cures. More specifically, this blog addresses confusion about how a partial cure plan operates, when a partial cure plan may be used, and situations that do not constitute […]

  This is the second in a two-part blog post which answers popular questions many people ask when they start planning for Medicaid benefits.   What appeal rights are available? If your client has been […]

One of the requirements an annuity must meet in order to be considered Medicaid compliant is that it is actuarially sound. The term “actuarially sound” means that the owner of the annuity will receive their […]

  This is “part one” of two-part series of popular questions many people have when they begin planning for Medicaid benefits.   What is the difference between Medicare and Medicaid in providing for nursing home […]

“Name on the Check Rule” The “Name on the Check Rule” is a guideline used by Medicaid to determine who owns income. If a check is made payable to one individual, that same individual will […]

  A MaineCare waiver that would have fundamentally changed crisis planning for married couples was rejected in its entirety by new Democratic Governor, Janet Mills.  The waiver was put into motion by former Republican governor […]

Many people may misinterpret the Gift Tax Exclusion and assume, incorrectly, that the amount they gift to a loved one will not have any effect on their Medicaid eligibility. As you are planning with your […]