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- Articles to Help Build Your Practice -

Choosing the Right Medicaid Spend-Down Tool: Promissory Note or Medicaid Compliant Annuity

POSTED ON - March 17, 2022

Written By Alisa Lamal

  When it comes to choosing between a Promissory Note or a Medicaid Compliant Annuity (MCA), there are many factors to consider when determining which spend-down strategy will best serve your client. Both tools must […]

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What You Need to Know About Qualified Income Trusts

POSTED ON - February 21, 2022

Written By Alisa Lamal

  When applying for Medicaid, most clients aren’t surprised to hear that they will need to comply with certain asset limitations in order to qualify for benefits. However, what some clients may not realize is […]

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Massachusetts SJC Hearing Recap: Should MassHealth Be Named Primary Beneficiary?

POSTED ON - February 3, 2022

Written By Katie Camann

  Yesterday, the Massachusetts Supreme Judicial Court (SJC) heard oral arguments regarding the case of EOHHS of the Commonwealth of Massachusetts v. Linda Marie Mondor, et al. The arguments centered around whether the commonwealth must […]

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How to Use the Medicaid Desk Reference

POSTED ON - January 20, 2022

Written By Alisa Lamal

  It is always helpful to have a “cheat sheet” on hand to quickly reference your state’s Medicaid planning figures when advising a new client or preparing a new case. However, while some figures you […]

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New Jersey Supreme Court Reverses Penalty Period Ruling Regarding Returned Property Interest

POSTED ON - November 9, 2021

Written By Alisa Lamal

  A recent decision handed down from the New Jersey Supreme Court states that the institutionalized spouse maintains an interest in previously gifted property that has been returned only to the name of the community […]

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What to Expect from the Secondary Annuity Market

POSTED ON - October 19, 2021

Written By Katie Camann

  When you have a senior client seeking Medicaid benefits, existing annuities can pose a problem. Certain annuities may be deemed a countable asset, while others may count as a divestment. In some cases, your […]

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Massachusetts Update: Is the State Entitled to the Remainder of a Community Spouse’s Annuity?

POSTED ON - September 30, 2021

Written By Katie Camann

  UPDATE: This matter has been referred to the Supreme Judicial Court in Massachusetts and is set for argument in February. The Executive Office of Health and Human Services is arguing the sole benefit rule […]

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7 Considerations for Attorneys to Determine Whether a Client Is a Good Fit for LTC Planning

POSTED ON - August 30, 2021

Written By Jonathan Michaels

  As CEO of a wealth management firm and author of the book, “The Medicaid Roadmap,” many of my trusted referral sources are elder law and estate planning attorneys. One of the biggest frustrations attorneys […]

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