Category

Medicaid Planning
25
Feb

CMS Provides Guidance on Application of Medicaid’s Estate Recovery and Asset Transfer Rules to Medicaid Recipients Eligible Under The Affordable Care Act

February 25, 2014
The Centers for Medicare and Medicaid Services (CMS) has released a letter (CMS Letter SMD-14-001)...
11
Feb

The Top 10 Elder Law Court Rulings of 2013

February 11, 2014
The annual roundup of the top 10 11 elder law decisions from across the country...
09
Feb

NJ Resident Found Eligible For Medicaid Despite Making A Gift And Owning An $80,000 Annuity

February 9, 2014
For the first time, the Division of Medical Assistance and Health Services (DMAHS), New Jersey’s ...
27
Jan

Medicaid Agency Not Bound By Court Order Of Support For Community Spouse Entered Without Notice To Agency

January 27, 2014
In this case, the Superior Court of New Jersey, Appellate Division, held that the state...
21
Jan

Federal Court Holds Short-Term Annuities Purchased By Medicaid Applicants Constituted Improper Transfers Of Assets

January 21, 2014
A federal district court in Western Pennsylvania held that the purchases of single premium immediate...
13
Nov

Amicus Curiae Granted Permission To Appear Before The Supreme Court Regarding State’s Refusal To Permit Retired Firefighter To Name Special Needs Trust As Beneficiary Of Pension Benefit For His Disabled Child

November 13, 2013
On March 13, 2013, the highest court of our state granted my Petition for Certification,...
12
Sep

Another Federal Circuit Court Rules Spouse’s Annuity Is Not an Available Resource In Determining Medicaid Eligibility

September 12, 2013
As the U.S. Court of Appeals, 2nd Circuit, held in Lopes v. Dep’t of Social...
04
Sep

Transfers By Medicaid Applicant To Adult Disabled Children Are Exempt, Even Though Children’s Social Security "Disability" Benefits Were Converted To “Retirement” Benefits At Age 65

September 4, 2013
In an Initial Decision of the New Jersey Office of Administrative Law, Administrative Law Judge...
23
Aug

New Jersey Supreme Court Rules That Order Awarding Child Support To Disabled Child May Be Modified By Establishing Special Needs Trust For Child

August 23, 2013
In an opinion that breaks sharply with established practice, the New Jersey Supreme Court ruled...
22
Jul

Federal Court Enjoins New Jersey From Counting Annuity Owned By Medicaid Applicant’s Spouse As An Available Resource

July 22, 2013
A federal district court judge in New Jersey granted a Medicaid applicant’s motion for a...
19
Jul

Federal Court In New Jersey Affirms Denial Of Medicaid, Finding Promissory Notes Owned By Applicants To Be Countable Resources

July 19, 2013
John Landy and Margaret Sauchelli are elderly persons who purchased promissory notes and subsequently applied...
10
Jun

Court Finds Medicaid Applicant Who Paid Disabled Daughter’s Rent For Many Years Subject to Penalty Period

June 10, 2013
A Medicaid applicant who made payments to her daughter for more than four years and...
07
Jun

NJ Federal Judge Finds Annuity Purchased By Spouse Of Medicaid Applicant With Couple’s Excess Resources Is An Exempt Asset

June 7, 2013
A federal district court in New Jersey holds that an annuity purchased by the spouse...
16
May

The VA’s New “Fully Developed Claim” Process

May 16, 2013
Fully Developed VA Claims The Department of Veterans Affairs (VA) has implemented a new process...
09
May

Chancery Court Lacks Subject Matter Jurisdiction Over Medicaid Eligibility Determinations

May 9, 2013
New Jersey appeals court ruled that a Chancery court’s order holding that certain trust expenditures...
06
May

New Jersey Improperly Denies Medicaid Benefits To Veterans By Incorrectly Including VA Pension Benefits As “Countable Income”

May 6, 2013
In recent years, applicants for Medicaid benefits in New Jersey have been incorrectly denied eligibility...
04
May

Presentation on the Impact of Elder Law Issues on Divorce Mediation

May 4, 2013
On Saturday, April 27, 2013, I presented a session on the impact of elder law...
30
Mar

Reporting VA Pension with Aid and Attendance Supplement for Medicaid Purposes

March 30, 2013
The Department of Veterans Affairs (VA) is causing Medicaid applicants to be incorrectly denied benefits...
20
Feb

Medicaid Eligibility Under The “Undue Hardship” Exception

February 20, 2013
In the event of a Medicaid denial as a result of an unauthorized transfer or...
25
Jan

Top 12 Elder Law Court Rulings In 2012 From Across The Nation

January 25, 2013
Below, courtesy of the ElderLawAnswers website, is the annual roundup of the top 12 elder...
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