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Estate Planning

: Wills, Trusts & Estates Prof Blog

Transfer to Special Needs Trust Allowed for Over-65 Medicaid Applicant

By Trusts EstatesProf

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The Tennessee Department of Human Services found that 92-year-old Ruby Beach made some improper transfers during the look-back period, and assessed a 14.7 month ineligibility period for Medicaid benefits. One of these transfers was a $5,000 transfer into a pooled...

Full post as published by Wills, Trusts & Estates Prof Blog on November 08, 2010 (boomark / email).

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NJ Appeals Court Rules That A Transfer of Assets Was Post-DRA Because It Occured When Checks Were Cashed, Not Written

Benefits of An Inter-Vivos Stand Alone Third-Party Created and Funded Special Needs Trust.

In an important case, a NJ administrative law judge decided that a bank account titled to a Medicaid applicant and another person does not automatically disqualify the applicant for Medicaid

Medicaid Qualified Income Trust (Miller Trust)

Florida Medicaid Asset Protection Trust

Director of Medicaid Affirms ALJs Decision Awarding Medicaid to Beneficiary of Trust Reformed by the Court to Comply with Special Needs Trust Rules

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