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In my February 22 post I wrote about QITs and specifically about a case involving an application being denied because the QIT was improperly funded.  In that case my client established the QIT just before the pandemic and funded the QIT correctly in the first month but not in the several

The past 2 weeks my blog posts have covered QITs.  Last week I told you about a case in which the trustee initially transferred the correct amount to the QIT, the Medicaid recipient’s entire monthly Social Security, however, when that amount increased because of the cost of living adjustment, the trustee

In my post last week I revisited a Medicaid topic that I am frequently asked about - qualified income trusts.  An applicant’s income that exceeds Medicaid’s strict monthly income cap ($2382 in 2021) must deposit some of that income into a QIT before then sending it where it must go according

I last wrote about qualified income trusts (QITs)last September but I want to revisit the topic because of 2 recent applications in our office in which the trustee failed to follow the very specific requirements that the State of New Jersey has imposed. It has often happened that people call our

Last week I wrote about the recent calls we’ve received regarding couples in unhappy marriages where one spouse now needs care.  Even though they may have kept their finances separate for many years, under Medicaid rules the healthy spouse’s assets will be counted as well as the ill spouse’s assets when

Last month Congress and President Trump finally agreed to additional stimulus checks to be sent to Americans in need during the current pandemic.  This is the second such round of payments since the COVID crisis hit.  There are some differences, however between this second payment and the first. The most important change is

Last week I wrote about the medical part of Medicaid eligibility.  The preadmission screening (PAS) process requires the state to  certify that the applicant needs nursing home level care.  Nursing home level care means needing assistance with at least 3 of the activities of daily living.  Those activities are transferring (eg. in and out

When talking to clients about achieving Medicaid eligibility, we spend most of our time focused on the financial requirements.  That includes an asset test and an income test and transfers that are potentially subject to a Medicaid penalty.  However, I always tell families that we can’t forget about the medical test. If we