28 Apr 2008
April 28, 2008

Financial Exploitation of an Elder May Have Negative Consequences if the Elder Later Applies for Medicaid Benefits

Financial Exploitation of the Elderly, Medicaid Applications, Medicaid Planning 0 Comment

I recently litigated two different cases in the Superior Court, Union County, each involving the financial exploitation of the elderly. In one case, a non-relative “friend” took a frail, elderly widow into her home as a tenant. The elderly widow had no family in NJ. The friend acted as caregiver for the elder, and the.. read more →

24 Apr 2008
April 24, 2008

Receipt of VA Aid & Attendance benefits will NOT make a resident of an assisted living facility ineligible for Medicaid based on excess income.

Medicaid Planning, Veterans Benefits 0 Comment

In recent presentations to staff at assisted living facilities, I was told that staff members hesitated to recommend to appropriate facility residents that they should apply for Veteran’s Administration (VA) Aid & Attendance benefits, even when the residents had limited income and/or resources and would financially benefit from the additional income that the VA benefit.. read more →

21 Apr 2008
April 21, 2008

NJ Court Narrows Exception Excluding Business Property For Medicaid Purposes

Medicaid Planning 0 Comment

A New Jersey appeals court ruled that $1.7 million in customer contracts held by a disabled man’s family business should be counted as a resource when determining his Medicaid eligibility rather than excluded under Medicaid rules which permit the exclusion of assets otherwise countable that are “used in a business … self-support activity.” G.T. v… read more →

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