Who can help with the sale of my house from my Trust?

When advising clients regarding Medicaid asset protection planning, it is common to recommend the transfer of their residence (and other properties they may own) to a Medicaid Asset Protection Trust (“MAPT”). After five years, the trust assets would not be considered an available resource for purposes of determining Medicaid eligibility. One of the most frequently… Read More »

New VA Pension Rules

Check out Kim N. Christian, Esq.’s Article on the New VA Pension Rules in the Latest Issue of The Nassau Lawyer! “As of October 18, 2018, the Department of Veterans Affairs (VA) Pension Rules have changed in a significant way. There are several areas of the rules that were affected, including financial net worth, asset transfers and medical expense… Read More »

2019 Medicaid Levels Released

The New York State Department of Health recently issued General Information Statement (GIS) 18 MA/15 which sets forth several of the 2019 Medicaid figures.   Here are a few of them (as compared to 2018) – Minimum Monthly Maintenance Needs Allowance (“MMMNA”) – $3,160.60 ($3,090) Community Spouse Resource Allowance (“CSRA”) – $126,420 ($123,600) Resource limit… Read More »

Free Educational Seminars on Elder Law

Join Us For An  Upcoming Seminar Keeping it Simple:  Elder Law 101™ – The Four “Must Have” Legal Documents – Planning for Long-Term Care (Medicaid) – How You Can Protect Your Residence – How to Protect Your Life Savings Wednesday, May 30 12:00 – 1:30 PM (Lunch will be served)   Billy’s Beach Café 222… Read More »

Am I Eligible for Community Medicaid ?

OK, you have done your Google search.  You read about Community Medicaid but you don’t believe that your loved one qualifies because they have too much money in the bank, their income is too high, or both. In order to be eligible for Medicaid Home Care (Community Medicaid) services you must meet the following criteria:… Read More »

2018 Medicaid Update

Commencing January 1, 2018, there are new Medicaid amounts reflecting Medicaid eligibility. This is the second of a four-part series of updates for 2018.  2018 Asset and Income Allowances   One Person   Two People  Income Level *including $20 unearned income disregard  $  862  $  1,253  Medicaid Resource Level  $ 15,150  $  22,200    2018 Medicaid Transfer Rates… Read More »

Does Social Security Recognize a Power of Attorney?

Social Security and Supplemental Security Income (SSI) benefits are incredibly important for many senior citizens and individuals with special needs. It can be devastating if there is a disruption in these benefits of any kind. In order to avoid disruption or mitigate any issues regarding these federal payments, it is important to make sure that… Read More »