Recent Articles

Follow Us
  >  Posts tagged "#529PlansandMedicaid"

            Last week I was telling you about the problem 529 plans pose for Medicaid.  Maria called me to handle her dad, George’s Medicaid application.  George had set up 529 plans for Maria’s daughters.  Are those accounts countable assets subject to Medicaid’s spend down rules?             Last week I explained that

            Maria asked me to handle the Medicaid application that needed to be filed on behalf of her father, George.  We went over the assets he has left to spend down.  That’s when Maria told me that George had set up 529 plans for his granddaughters.  “Do we have to