Unexpected Medicaid Estate Recovery Hiccup (Part 3)
In this third post of three I finish telling you about the estate recovery problem we encountered with one of our clients. As I explained last week, when the client died and we asked the State what it was seeking to recover, what we got back was an amount
Unexpected Medicaid Estate Recovery Hiccup (Part 2)
Last week I started to tell you about the Medicaid estate recovery process in which the State attempts to recover from the estates of deceased Medicaid recipients, benefits it paid out. The process is usually pretty routine. The State runs a printout, which shows the dates and amounts
Unexpected Medicaid Estate Recovery Hiccup – Part 1
Medicaid's estate recovery law requires state Medicaid offices to attempt to recover paid benefits from the estates of Medicaid recipients after they die. New Jersey takes an expanded definition of estate, which includes probate assets (those passing by way of a will or otherwise thru the estate administration
2023 Medicaid Numbers
Last month in this blog I updated you on some of the new Social Security and Medicare numbers for 2023. The recently announced cost of living adjustment (COLA) of 8.7% has resulted in another big jump in benefits for the second year. Many other federal programs are tied to the
Recent Trends in Medicaid
I have always said that the desire to quickly file a Medicaid application should be tempered by the ability to provide the documentation that is required for an application to be successful. The State is now scrutinizing every single transaction in and out of every single account that existed in
Medicaid Application Finish Line Shortened
In the past several years, especially since COVID, the Medicaid application process has become more lengthy and time consuming. More documents are now required in order to achieve Medicaid approval than ever before. The 16 page application is the easy part but I always tell people that you must have your ducks
Increase in Medicaid Divisor
As I have written about frequently in this blog, when applying for Medicaid an applicant must establish by documentary evidence that he or she did not transfer assets in the 5 year period directly before the requested start date for benefits. Any transfers made for which product or service of equal value
Estate Administration to Pursue Legal Claims – Part 3
In last week’s blog post I talked about a call from an attorney who needed help. He was handling a wrongful death claim on behalf of the children of a father who had died of injuries suffered in a car accident. I was able to get the son appointed administrator ad prosequendum
Happily Married or Something Else? Part 3
In this third post of 3, I continue the discussion about second marriages and Medicaid and more specifically how to handle a fraudulent marriage. Last week I explained that if we make every effort to get the documentation from an ex-spouse for the Medicaid application process, regulations provide that the application
Longtime Partners but Never Married (Part 5)
In last week’s post about Bill and Mary, I told you that we applied for a guardian to be appointed for each of them. The court approved their neighbor and friend, Nancy. Bill had sufficient assets to pay for his care for at least several years. Mary did not. By the time we were