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MassHealth Update: State Must Be Named Beneficiary on Community Spouse Annuities

POSTED ON - June 24, 2021

Written By Katie Camann

  In a recent case out of Massachusetts, a trial court held that MassHealth must be named the primary beneficiary on annuities purchased by the community spouse of a Medicaid applicant. Prior to this decision, […]
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MassHealth Update: State Must Be Named Beneficiary on Community Spouse Annuities

POSTED ON - June 24, 2021

Written By Katie Camann

  In a recent case out of Massachusetts, a trial court held that MassHealth must be named the primary beneficiary on annuities purchased by the community spouse of a Medicaid applicant. Prior to this decision, […]

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Unsold Property Countable for Medicaid in Ohio Case

POSTED ON - June 2, 2021

Written By Katie Camann

  In a recent case out of Ohio, a Medicaid applicant was denied benefits because she owned two pieces of land valued over her resource limit. Despite being unable to sell the property, an Ohio […]

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What Happens When Someone Predeceases a Medicaid Compliant Annuity?

POSTED ON - May 20, 2021

Written By Katie Camann

  While many individuals may outlive their Medicaid Compliant Annuity (MCA) term, some may pass away before the contract term ends. So, what happens then? Well, it depends on a few important factors, including who […]

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State Variations in Defining the Unauthorized Practice of Law in Medicaid Planning

POSTED ON - April 27, 2021

Written By Katie Camann

  The Medicaid planning process, from developing a strategy that works for a specific case to assisting with the Medicaid application, often involves legal procedures and requires legal advice. That’s why we work specifically with […]

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Caretaker Child Exemption Granted in Recent New Jersey Case

POSTED ON - March 19, 2021

Written By Katie Camann

  Earlier this month, a New Jersey appeals court held that a Medicaid applicant’s son qualified for the caretaker child exemption despite working outside the home as a teacher and hiring aides to help him […]

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Recent Minnesota Ruling: Medicaid Transfer Penalty Exception for a Pooled Trust

POSTED ON - February 11, 2021

Written By Katie Camann

  In a recent case out of Minnesota, Pfoser v. Harpstead, the state Supreme Court affirmed the decision of the court of appeals, thus affirming the district court’s decision to reverse a transfer penalty imposed […]

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How Does Medicaid Determine the Snapshot Date?

POSTED ON - January 21, 2021

Written By Katie Camann

  When seeking Medicaid benefits, married couples have a lot to consider. Besides making sure they meet the eligibility requirements, you must also address the specific, and potentially uncommon, details of their case. For instance, […]

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Pivoting to Promote Your Law Firm During a Pandemic

POSTED ON - December 18, 2020

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

Marketing Gurus Encourage Use of Direct Mail, Creative Campaigns in Times of Crisis Any lawyer who’s ever headed to court negotiated with an opposing party, or convinced a hesitant client to take the right steps […]

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