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Lawyers on the Move: 5 Tips for Opening a New Office During a Pandemic

POSTED ON - September 15, 2020

Written By Andrea Gage-Michaels, J.D., M.D.R.

Planning can help you avoid delays and start helping clients sooner. So, you’ve decided to take the plunge and open your own law firm, even during a pandemic. While your friends and family might gasp […]
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Lawyers on the Move: 5 Tips for Opening a New Office During a Pandemic

POSTED ON - September 15, 2020

Written By Andrea Gage-Michaels, J.D., M.D.R.

Planning can help you avoid delays and start helping clients sooner. So, you’ve decided to take the plunge and open your own law firm, even during a pandemic. While your friends and family might gasp […]

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Another “Name on the Check Rule” Win in Wisconsin

POSTED ON - August 13, 2020

Written By Amy Beacham

Chances are, if you’ve used a Medicaid Compliant Annuity (MCA) in Medicaid planning for senior clients, you’ve probably heard of the “Name on the Check Rule” strategy. This strategy is based on a rule used […]

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How Does a Reverse Mortgage Affect Medicaid?

POSTED ON - July 29, 2020

Written By Katie Camann

  Do you have clients who are considering a reverse mortgage? If so, it’s important for you to understand how reverse mortgages can impact Medicaid eligibility so you can advise them accordingly. Let’s explore this […]

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“Name on the Check Rule” Win in Indiana

POSTED ON - July 6, 2020

Written By Amy Beacham

In a breaking decision out of Indiana, the state’s Court of Appeals ruled in favor of the “Name on The Check Rule” on a case where a Medicaid applicant was denied benefits due to having […]

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Proposed Michigan Policy Change: Transfers to SBO Trusts to be Evaluated for Divestment

POSTED ON - June 25, 2020

Written By Scott Engstrom, J.D.

  The Michigan Department of Health and Human Services (DHHS) has issued a proposed rule that would evaluate transfers by a Medicaid applicant or their spouse to a trust established for the benefit of the […]

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How to Spend Down Retirement Accounts for Seniors in Texas

POSTED ON - June 5, 2020

Written By Krause Financial Services

  When spending down for Medicaid eligibility, retirement accounts can pose a problem. Although IRAs are exempt in some states, they are considered countable assets in other states. In Texas, IRAs were previously considered countable, […]

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What to Consider When Choosing an MCA Provider

POSTED ON - May 12, 2020

Written By Krause Financial Services

  As you navigate long-term care planning with your senior clients, you have some important decisions to make. And one of those decisions is choosing a trustworthy partner to support you with products, services, and […]

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District Court Affirms Medicaid Compliant Annuity as Irrevocable

POSTED ON - March 31, 2020

Written By Krause Financial Services

  In a recent case stemming from New Jersey, the Division of Medical Assistance and Health Services (DMAHS), through its Director, affirmed the decision of an administrative law judge determining that a Medicaid Compliant Annuity […]

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