Medicaid Annuity Case Law and Fair Hearings

Case Law & Fair Hearings

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Zahner v. Mackereth: Short-Term Medicaid Compliant Annuities

Krause Financial Services | March 5, 2018

Zahner v Mackereth: Short-Term Medicaid Compliant Annuities On January 16, 2014, the United States District Court for the Western District of Pennsylvania held that a Medicaid Compliant Annuity holding a term of 60-months is a […]

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Pennsylvania – Community Spouse Court Decision – Weatherbee

Paul Malcore | March 4, 2018

Pennsylvania Community Spouse Court Decision – Weatherbee In 2006, I worked with a Pennsylvania elder law attorney who had a Medicaid case involving a husband and wife, the Weatherbees.  The institutionalized spouse, Mr. Weatherbee, entered […]

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Favorable Ohio Medicaid Compliant Annuity Decision – Vieth v. Ohio Department of Job & Family Services

Krause Financial Services | March 4, 2018

Favorable Ohio Medicaid Compliant Annuity Decision – Vieth v Ohio Department of Job & Family Services In January of 2007 I worked with an Ohio elder law attorney who had a Medicaid case involving a […]

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Missouri Community Spouse Annuities – Favorite Decision

Krause Financial Services | March 4, 2018

Missouri Community Spouse Annuities – Favorite Decision I recently reviewed a Missouri Circuit Court of Appeals decision involving four community spouse and their purchases of post-Deficit Reduction Act of 2005 Medicaid Compliant Annuities as a […]

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Name on the Check Rule Annuity Win: Jackson v. Selig

Krause Financial Services | March 4, 2018

Name on the Check Rule Annuity Win: Jackson v. Selig In May of 2008 Mr. Jackson entered an Arkansas nursing home while his wife, Mrs. Jackson, continued to reside in the community.  In February of […]

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Geston v. Anderson: Eight Circuit Medicaid Annuity Win

Krause Financial Services | March 4, 2018

Geston v Anderson: Eight Circuit Medicaid Annuity Win In the recent matter of Geston v. Anderson, the U.S. Court of Appeals for the Eighth Circuit has affirmed a judgment in a North Dakota married couple case […]

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