Resource Eligibility

Excel Worksheet to Estimate Effect of Gifting with Offsetting Promissory Note

Gifting is usually a last resort when creating a Medicaid Plan. The reason is gifts trigger a transfer of resources…

2 years ago

Medicaid: Income is not a Resource During the Month of Receipt

Sometime people assume monthly income counts toward the $2,000 resource limit. Assets (anything of value) are either income or resources. "…

2 years ago

New 2022 SSI and Medicaid Numbers

Every year the Supplemental Security Income (SSI) benefit rate and Medicaid resource allowances are updated. For 2022, the federal benefit…

2 years ago

Protecting Married Seniors from Impoverishment Act of 2021

H.R. 1717, known as the Protecting Married Seniors from Impoverishment Act of 2021, and a companion bill in the Senate…

3 years ago

Medicaid Spend-down – What is it?

What are people talking about when they say you have to "spend down" to become eligible for Medicaid? Well, it…

3 years ago

Form: Spreadsheet to Evaluate Resources

The spreadsheet included below can be used to help total your countable and exempt resources when evaluating your eligibility for…

3 years ago

Medicaid: Deeming Terminates After Eligibility is Established

Deeming Terminates After Eligibility Is Established. Four years later, the Duprees were back in Court. At the annual review on…

3 years ago

Medicaid: Homeplace Exemption

Which Home is the Homeplace? Pernie Dupree entered a nursing home on September 11, 2009. Prior to her admission, she had…

3 years ago

Medicaid: Pooled Trust Subaccount Established for Individual Over 65

Pooled Trust Subaccount Established for Individual Over 65yo. An 83 year old deposited $12,320 into a pooled trust in August…

3 years ago

Medicaid: No Penalty on Transfer to Disabled Child; Previously Unknown Resource Exempt

Direct Transfer to Disabled Child; Previously Unknown Resource. Applications for Medicaid were filed on November 24, 2008 and January 8,…

3 years ago