In the May 19, 2014 J.P. v. Division of Medical Assistance and Health Services decision, New Jersey’s Appellate Division affirmed the final agency decision of the Director of the Division of Medical Assistance and Health Services (“DMAHS”), resulting in the imposition of a transfer penalty on the petitioner’s Medicaid application. After the ALJ had accepted the.. read more →

A New Jersey appeals court upheld a substantial fee award exceeding the amount in controversy for work preformed by law firm in a probate litigation when representing the estate of a man manipulated into modifying his will through undue influence because the wrongdoer’s actions contributed to, and greatly increased, the time and effort required to.. read more →

A federal district court in New Jersey ruled that a Medicaid applicant was not entitled to a preliminary injunction to prevent the State from counting her annuity as an available resource. Matrangolo v. Velez (U.S. Dist. Ct., D. N.J., No. 13-6289 (MAS) (LHG), May 30, 2014). Plaintiff Marie Matrangolo, an 88-year-old woman who has been a.. read more →

Hon. Robert B. Kugler, United States District Judge for the District of New Jersey, reversed a denial of an application for Medicaid benefits by ruling that a pension benefit from the Department of Veterans Affairs (“DVA”) may not be counted as income for the purposes of any Medicaid program to the extent that the DVA.. read more →

In the April 28, 2014 Karlson v. Colvin decision, New Jersey’s Federal District Court reversed an Administrative Law Judge and granted a Social Security recipient’s request for waiver of his Social Security Disability (“SSD”) overpayment. Karlson v. Colvin, 2014 U.S. Dist. LEXIS 58942 (D.N.J. 2014) Under the Social Security Act, if an individual incorrectly receives an.. read more →

A United States District Court recently ruled that a nursing home resident does not have a private right to assert a lawsuit against a nursing home for involuntary discharge under the Nursing Home Reform Act. Schwerdtfeger v. Alden Long Grove Rehabilitation and Health Care Center (U.S. Dist. Ct., N.D. Ill., No. 13 C 8316, May.. read more →

Although the petitioner in this case, A.G., succeeded in obtaining Medicaid benefits after filing a complaint in federal court (which I’ve blogged about in the past here, here and here), the State of New Jersey recently denied benefits back to the date of the original application after an administrative appeal was filed in the state.. read more →

A New Jersey appeals court held that payments made by a Medicaid applicant to her daughter pursuant to a written care agreement under which the daughter provided various services were actually gifts and subject to a transfer penalty. P.W. v. Division of Medical Assistance and Health Services (N.J. Super. Ct., App. Div., No. A-4756-11T3, April 29,.. read more →

I. The Facts. Plaintiff, Alma Galletta, who suffers from a variety of medical impairments, is the surviving spouse of a World War II veteran. Over two years ago, plaintiff began receiving pension benefits from the Department of Veterans Affairs (VA). VA pension benefits are payable to a surviving spouse based on the veteran’s non-service-connected death. .. read more →

For the first time, the Division of Medical Assistance and Health Services (DMAHS), New Jersey’s  Medicaid agency, held that an applicant for nursing home Medicaid was eligible for benefits despite the fact that she made a substantial gift within the look-back period and owned an $80,000 annuity. M.W. v. Division of Medical Assistance and Health.. read more →

On Thursday, February 4, 2014, I, along with amicus counsel, argued before the New Jersey Supreme Court on behalf of Thomas Saccone, a retired Newark fireman with a disabled adult child named Anthony. Anthony, now 40 years old, has received public benefits based on need, specifically SSI and Medicaid benefits, since he was age 18… read more →

In this case, the Superior Court of New Jersey, Appellate Division, held that the state Medicaid agency was not bound by an order for separate support and maintenance entered by a Family Part judge in a case filed by one spouse against the other spouse who later applied for Medicaid benefits when the Family Part.. read more →

A federal district court in Western Pennsylvania held that the purchases of single premium immediate annuities with short payment terms by applicants for Medicaid constitute improper transfers of assets even if the annuities otherwise comply with the federal Medicaid laws in all respects. Zahner v. Mackereth, Civil No. 11-306 (W.D. PA, January 16, 2014). This.. read more →

In a recent opinion, Hon. Robert B. Kugler, United States District Judge for the District of New Jersey, denied a motion filed by the State of New Jersey seeking the dismissal of a pending class action lawsuit which my co-counsel, Alan Sklarsky, Esq., and I filed in federal court seeking an injunction barring the State.. read more →

In this case, the United States District Court for the Southern District of New York granted  summary judgment for plaintiffs in a lawsuit alleging that the State of New York failed to render final decisions following Fair Hearings within the ninety-day period following the filing of Fair Hearing requests as required by federal and state.. read more →

A federal district court ruled that banks cannot foreclose on surviving spouses of reverse mortgage holders when the spouses are unable to pay off the mortgages. Bennett v. Donovan, Civil Action No. 11-0498 (District of Columbia, September 30, 2013) The case involved the surviving spouses of three individuals, each of whom who took out a.. read more →

In a case of first impression, the United States Court of Appeals for the Fourth Circuit ruled that “liking” something on Facebook is a form of speech protected by the First Amendment. Bland v. Roberts, Docket No. No. 12-1671 (4th Cir., September 18, 2013) Defendant, B.J. Roberts, was the Sheriff of the City of Hampton,.. read more →

As the U.S. Court of Appeals, 2nd Circuit, held in Lopes v. Dep’t of Social Services, 696 F.3d 180 (2d Cir. 2012) and the U.S. Court of Appeals, 3rd Circuit, held in James v. Richman, 547 F.3d 214 (3d Cir. 2008) when resolving the same issue, the U.S. Court of Appeals, 8th Circuit, has now.. read more →

New Jersey appellate court ruled that the state can reduce a Medicaid recipient’s allocated hours of private duty nursing [PDN] because the care he received from his school district and his mother limited the state’s duty to provide services. M.F v. Division of Medical Assistance and Health Services, (N.J.Sup.Ct.App.Div., No. A-1790-11T2, Aug. 21, 2013). M.F… read more →

In an Initial Decision of the New Jersey Office of Administrative Law, Administrative Law Judge Laura Sanders held that transfers by a Medicaid applicant to her adult disabled children were exempt transfers that did not subject the Medicaid applicant to a penalty period. M.K. v. Division of Medical Assistance and Health Services and Somerset County Board.. read more →

In an August 29, 2013 unpublished decision, the Appellate Division considered and affirmed the trial court’s denial of a nursing home’s motion to dismiss a personal injury and wrongful death claim brought by the estate of a former resident. Levonas v. Regency Heritage Nursing and Rehabilitation Center (Docket No. A-4995-11T4, Aug. 29, 2013). In Levonas, the.. read more →

The New Jersey Supreme Court ruled that a settlement that is reached at mediation but not reduced to a written agreement signed by the parties before the mediation ends will not be enforceable. Willingboro Mall v Franklin Ave LLC, Docket No. A-62-11 (N.J., August 15, 2013) Willingboro Mall, LTD (Willingboro), the owner of the Willingboro.. read more →

A New York judge held that the trustees of a special needs trust have a duty to the disabled beneficiary to inquire into the beneficiary’s condition and to apply trust income to improving it, and that it is not sufficient for the trustees to simply safeguard the assets in the trust. Matter of JP Morgan.. read more →

In an opinion that breaks sharply with established practice, the New Jersey Supreme Court ruled that an application by a divorced spouse to pay child support for a disabled child into a special needs trust should be granted where the proponent shows that it is in child’s best interest to do so.  This is a.. read more →

Justice Laura L. Jacobson, a  New York trial judge, held that a trustee of a special needs trust breached its fiduciary duty to the trust beneficiary and ordered reimbursement of nearly $180,000 that was misspent on private caregivers, cab rides, and medications that could have been obtained from needs-based government sources.  Liranzo v. LI Jewish.. read more →