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- Articles to Help Build Your Practice -

“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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“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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How Do I Choose an MCA Carrier?

POSTED ON - March 13, 2020

Written By Krause Financial Services

  When purchasing a Medicaid Compliant Annuity (MCA), you and your clients not only want a carrier they can trust, but also one that provides the most beneficial outcome. However, it can be difficult to […]

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When Does the Medicaid Penalty Period Begin?

POSTED ON - February 26, 2020

Written By Krause Financial Services

  Do you have a client who has made an ineligible transfer, or divestment, during the last five years but is looking to qualify for Medicaid benefits? If so, it’s important for you to understand […]

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Massachusetts Estate Recovery: State Cannot Recover Against Community Spouse's Annuity

POSTED ON - January 29, 2020

Written By Scott Engstrom, J.D.

  An important consideration in any crisis planning case is the issue of estate recovery. Estate recovery is where the state attempts to recoup costs for services rendered under the State Medicaid program upon the […]

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