Blog

  Last week, a Minnesota appeals court ruled that a Minnesota state statute viewing irrevocable trusts as revocable for purposes of Medicaid eligibility was preempted by federal law. The decision came after Dorothy Geyen appealed […]

  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, […]

  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 […]

  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 […]

  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 […]

  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 […]

  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 […]

  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, […]