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Massachusetts SJC Hearing Update: Ruling Issued in Favor of the Commonwealth

POSTED ON - January 30, 2023

Written By Alisa Lamal

  In a recent case out of Massachusetts, the state Supreme Judicial Court (SJC) heard oral arguments surrounding the application of 42 U.S.C. 1396p(c)(2)(B)(i), also known as the “sole benefit provision” and 42 U.S.C 1396p(c)(F)(i), […]

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Reporting Your Client's Rollover: Filing Taxes After Funding a Medicaid Compliant Annuity With an IRA

POSTED ON - December 21, 2022

Written By Alisa Lamal

  When completing a Medicaid spend-down, one asset that may cause hesitation is how best to spend down the client’s IRA without incurring large tax consequences. In states where an IRA is considered a countable […]

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5 Features of the New Attorney Access

POSTED ON - November 8, 2022

Written By Alisa Lamal

  Attorney Access has become an invaluable Medicaid planning resource for many attorneys and legal professionals in the elder care planning space. As more seniors find themselves in a crisis Medicaid planning scenario, more elder […]

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Preserving a Legacy: How to Protect Your Client’s Inheritance From Medicaid 

POSTED ON - October 4, 2022

Written By Alisa Lamal

  The application process to qualify for Medicaid benefits can be lengthy. That’s why, once applicants become qualified for benefits, they try to avoid causing any further changes to their assets or income that could […]

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Free-Look Waiver Enforced in Recent New Jersey Fair Hearing

POSTED ON - September 22, 2022

Written By Alisa Lamal

  A recent case out of Cumberland County, New Jersey has provided clarification regarding the effective date of an applicant’s eligibility for benefits when an Immediate Irrevocable Election Form is utilized in combination with the […]

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7 TikTok Marketing Tips for Elder Law Attorneys

POSTED ON - August 25, 2022

Written By Alisa Lamal

  Learning to use a new social media platform for your marketing efforts can seem complicated and overwhelming. That’s why we interviewed Elder Law Attorney and TikToker, Greg McIntyre (@lawyergreg) to compile the top seven […]

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Ohio Property Listed for Sale Is Considered Countable for Medicaid

POSTED ON - August 10, 2022

Written By Alisa Lamal

  A recent case out of Ohio spotlighted the question of whether a real estate property that is listed for sale but remains unsold, should be considered a countable resource in determining the Medicaid applicant’s […]

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5 Reasons to Connect With Your Relationship Manager

POSTED ON - July 25, 2022

Written By Alisa Lamal

  If you’re new to Krause or considering adding Medicaid Compliant Annuities to your practice, a Relationship Manager is your primary point of contact with our office. They are the individuals that can help answer […]

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