#4-Medicaid Estate Recovery

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Happy Holidays 2023, Now Is The Time, Wade's Words

Every State has statutes that permit the Long-Term Care Medicaid program to recover against a person’s estate up to the amount of benefits actually paid out. Most states limit the right of estate recovery to a person’s probate estate, which includes the house. There are States that have enhanced recovery statutes allowing for recovery against […]

#1-Holidays and the Medicaid Five-Year Look-Back Rule

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Happy Holidays 2023, Now Is The Time, Wade's Words

The Holidays are here! For many, this is the season for giving. This is a perfect time to remind families managing the care of a disabled loved one (one who needs care with activities of daily living) about the Medicaid five-year look-back rule. Every applicant has a look-back period. It is triggered when the Long-Term […]

#3-Santa’s Medicaid List: Distinguishing the “Naughty” from the “Nice” in Asset Transfers

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Happy Holidays 2023, Now Is The Time, Wade's Words

Medicaid has a way of distinguishing the naughty from the nice in asset transfers. The Medicaid financial rules set limits on the amount of assets a person can retain to qualify for long-term care benefits. The applicant must prove how they spent down excess assets to reach the limit on assets. There are only two […]

#4-Beware of the Grinch! (The scam That Stole Christmas)

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Happy Holidays 2023, Now Is The Time, Wade's Words

Our parents are using their phones and tablets regularly. Generally speaking, this is great. It is not so great when they unwittingly fall victim to online scams. Many internet sources cover this issue well. I mention scamming seniors here because I see it in my Elder Law practice. Interestingly, there are some common themes in […]