Category

Promissory Notes
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...
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...
20
Sep

Third Circuit Affirms Federal District Court Holding Promissory Notes Countable Resources As “Trust-Like Devices”

September 20, 2011
In Sable v. Velez, applicants were denied Medicaid because of promissory notes owned by the...
14
Dec

Top 12 New Jersey Elder Law Cases Decided In 2010

December 14, 2010
Here are my selections for the top ten (10) twelve (12) New Jersey elder law...
09
Jan

Summary Judgment Denied In NJ Medicaid Planning Case Involving A Loan / Promissory Note

January 9, 2010
Cases involving a variety of Medicaid planning strategies in New Jersey are now pending in...
26
Nov

Ocean County Judge Rules Against The Validity Of A Caregiver Agreement But Finds That A Promissory Note – Loan Medicaid Plan Is Valid

November 26, 2009
In A.G. v. Division of Medical Assistance and Health Services and the Ocean County Board...
18
Nov

Tips On The Use Of Promissory Notes / Loans In Estate Planning To Accelerate Medicaid Eligibility

November 18, 2009
Elder law attorneys who attended the National Academy of Elder Law Attorneys’ program in Jersey...
27
Oct

Federal Court Rules That Promissory Notes May Be Countable Resources

October 27, 2009
Sable v. Velez, Civ. No. 09-2813 (D.N.J., October 16, 2009), involved five applicants for nursing home...
29
Oct

New Medicaid Planning Strategy Held To Be Valid In New Jersey In An Important New Case

October 29, 2008
As I reported in a May 22, 2008 blog posting several months ago, I received a...
22
May

NJ Medicaid is now denying eligibility if the applicant engages in Medicaid estate planning with the intent of achieving eligibility for benefits, holding that the motivation of the applicant determines whether the applicant is or is not eligible. This ruling is plainly contrary to settled NJ law

May 22, 2008
I recently received a denial notice from the local Medicaid agency in a case in...

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