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As I have written about frequently in this blog, when applying for Medicaid an applicant must establish by documentary evidence that he or she did not transfer assets in the 5 year period directly before the requested start date for benefits.  Any  transfers made for which product or service of equal value

In this third post of 3, I continue the discussion about second marriages and Medicaid and more specifically how to handle a fraudulent marriage.  Last week I explained that if we make every effort to get the documentation from an ex-spouse for the Medicaid application process, regulations provide that the application

In last week’s post I went back to the topic of Medicaid and more specifically how the need for long term care might affect both spouses.  The assets of both spouses are counted for eligibility purposes even if only one spouse is applying for benefits.  I always remind people that a second

       Once again, a recent New Jersey court case has highlighted the dangers of do it yourself Medicaid planning. In the case in question, C.W. v. New Jersey Division of Medical Assistance and Health Services, 90 year old C.W. moved into a nursing home in 2007. She then transferred her

            When having a conversation about long term care and qualifying for Medicaid, every so often the topic turns to paying a family member to care for Mom or Dad. Is it a permitted Medicaid spend down?             In many cases the discussion occurs after the services have already been provided

                Last week I said I would share with you my experiences filing applications with Qualified Income Trusts (Miller Trusts) which are required when an applicant has income over Medicaid’s  strict income cap ($2199 for 2015).                 The rules are very technical.  Income can’t be split.  If I receive $1500 from

            It has been 7 months now since New Jersey eliminated its Medically Needy Medicaid program and as a result brought back Miller trusts. I detailed the changes in my posts of October 13 and October 20, 2014. The changes actually went into effect December 1, 2014. How have these changes