Elder Law & Estate Planning
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31
07, 2020
Stacked moving boxes in an empty room symbolizing relocation and its impact on Medicare and Medicaid plans for estate planning and elder law considerations.

Can You Transfer Your Medicare and Medicaid Plans When You Move to Another State?

July 31, 2020
If you plan to move states, can you take your Medicare or Medicaid plans with you? The answer depends on whether you have original Medicare, Medicare Advantage, or Medicaid. Medicare If you have original Medicare (Plans A and B), you can move anywhere…
06
07, 2020
An elderly couple reviewing financial documents with a professional, focusing on asset transfer strategies for Medicaid eligibility in estate planning.

Transferring Assets to Qualify for Medicaid

July 6, 2020
Transferring assets to qualify for Medicaid can make you ineligible for benefits for a period of time. Before making any transfers, you need to be aware of the consequences. Congress has established a period of ineligibility for Medicaid for those…
27
05, 2020
Elderly couple sitting together smiling, symbolizing Medicaid protections for community spouses in estate planning and elder law contexts.

Medicaid Protections for the Healthy Spouse

May 27, 2020
Medicaid law provides special protections for the spouses of Medicaid applicants to make sure the spouses have the minimum support needed to continue to live in the community while their husband or wife is receiving long-term care benefits, usually in…
08
05, 2020
Image of a gavel and a medical stethoscope on a desk, representing the intersection of law and healthcare during the pandemic, significant for understanding Medicaid benefits protection under COVID-19 regulations.

States May Not Terminate Medicaid Benefits During the Coronavirus Pandemic

May 8, 2020
Access to affordable medical care is especially important during a global health crisis. You should be aware that federal law prevents the states from terminating Medicaid benefits while the coronavirus health emergency continues. The Secretary of Health and Human Services…
04
05, 2020
People examining financial documents related to the impact of stimulus checks on Medicaid eligibility and estate planning for seniors.

How Your Stimulus Check Affects Medicaid Eligibility

May 4, 2020
The coronavirus relief bill includes a direct payment to most Americans, but this has Medicaid recipients wondering how the payment will affect them. Because the payment is not income, it should not count against a Medicaid recipient’s eligibility. The Coronavirus…
09
03, 2020
A healthcare professional in a hospital setting discussing Medicare and Medicaid coverage for COVID-19 testing with a patient, emphasizing the importance of understanding healthcare benefits for seniors and those on government-assisted programs during the pandemic.

Medicare and Medicaid Will Cover Coronavirus Testing

March 9, 2020
With coronavirus dominating news coverage and creating alarm, it is important to know that Medicare and Medicaid will cover tests for the virus. The department of Health and Human Services has designated the test for the new strain of coronavirus…
08
03, 2020

Medicaid’s Asset Rules

March 8, 2020
In order to be eligible for Medicaid benefits a nursing home resident may have no more than $2,000 in "countable" assets (the figure may be somewhat higher in some states). Note that Medicaid is a state-run program, so the rules…
03
12, 2019
A single-family home symbolizing the challenges of Medicaid estate recovery and homeownership in estate planning and elder law topics.

Medicaid’s Treatment of the Home

December 3, 2019
Nursing home residents do not automatically have to sell their homes in order to qualify for Medicaid, but that doesn't mean the house is completely protected. The state will likely put a lien on the house while the resident is…
14
11, 2019
A house for sale sign in front of a residential property, illustrating the potential need to sell a home as part of Medicaid estate recovery in estate planning and elder law contexts.

Medicaid’s Power to Recoup Benefits Paid: Estate Recovery and Liens

November 14, 2019
Federal law requires the state to attempt to recover the long-term care benefits from a Medicaid recipient's estate after the recipient's death. If steps aren't taken to protect the Medicaid recipient's house, it may need to be sold to settle the claim.…
10
10, 2019
A puzzle piece labeled Medicaid symbolizing the complexities of Medicaid planning in the context of estate planning and elder law.

How to Use a Trust in Medicaid Planning

October 10, 2019
With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting Medicaid's low asset limit. The problem with transferring assets is that you have given them away. You no longer…

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