POSTED ON - June 8, 2022
Written By Alisa Lamal
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]