Effective January 1, 2026, the Community Spouse Resource Allowance will increase to $162,660.00. The combined resource allowance will increase to…
There are a few major changes for elders in the One Big Beautiful Bill Act. First, as discussed in numerous…
Improper Use Spoils Trust Is it possible to spoil a trust by misusing it? The answer was "yes" in S.P.…
On November 15, 2024, the Centers for Medicare and Medicaid Services posted the 2025 spousal impoverishment standards. These are the…
On October 10, 2024, the Social Security Administration announced that Americans will increase a 2.5 percent cost of living increase…
When the Deficit Reduction Act of 2005 changed 42 U.S.C. ยง 1396p, new restrictions were imposed on promissory notes. Subsection…
In Lamle ex rel. Lamle v. Shropshire (W.D. Oklahoma 5/29/2024), a United States District Court upheld a denial of benefits…
Section 1115 of the Medicaid statute allows sates to test new or existing ways to deliver and pay for health…
Medicaid's "Any Circumstance" Test for Trusts In case you missed the memo, Medicaid doesn't like trusts. The rules relating to…
Long-Term Care Partnership Policies One example of good planning is purchasing long-term care insurance. The greatest risk to non-taxable estates…