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- Articles to Help Build Your Practice -

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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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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The Importance of Deadlines in Fair Hearing Cases: An Example Out of Alabama

POSTED ON - January 27, 2020

Written By Scott Engstrom, J.D.

A recent case out of Alabama illustrates just how important the procedural rules are to the fair hearing process. The case also serves as a prime example of why an elder law attorney should be […]

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How does the SECURE Act Affect Your Clients?

POSTED ON - December 30, 2019

Written By Krause Financial Services

  One of the main aspects of the SECURE Act, which was signed into law earlier this month, affects how beneficiaries receive money from inherited retirement accounts. The new rule stipulates beneficiaries of qualified retirement […]

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