Articles

The articles below are designed to provide additional background information on topics and issues such as estate planning issues, working with state regulations, protecting your assets, and last minute or emergency Medicaid planning.

• Despite Medicaid Transfer Restrictions, Some Transfers of the Home Are Always Safe
  The home can sometimes be given away without penalty even after a nursing home stay has begun
  
  
• Preserving All Assets and Maximum Income for the Community Spouse When the Other Spouse Enters a Nursing Home
  The spouse who remains at home often has some important choices to make with an unbiased legal advisor
  
  
• Last-Minute Medicaid Planning in Massachusetts
  Even after a nursing home stay has begun, some asset protection planning can still be done
  
  
• Fitting Tax Planning and Immediate Annuities into Last-Minute Medicaid Planning
  
  
  
• A Potpourri of Cutting-Edge Issues in Massachusetts Medicaid
  Planning maneuvers that have been tested and have worked
  
  
• Problems with Outright Gifts in the Medicaid Planning Context
  An irrevocable trust is often a better planning maneuver than an outright gift
  
  
• Applying and Appealing to Receive Retroactive Medicaid Benefits
  Whenever a denial is received, file a timely appeal, or else
  
  
• Using Long-Term Care Insurance to Cover the Medicaid Disqualification Period
  
  
• Questions and Answers About Declarations of Homestead in Massachusetts
  

• Proper Medicaid Planning May Permit Keeping the Home in the Family
  as published in the April 2001 issue of Estate Planning; note that the lookback and disqualification periods later changed to 5 years on February 8, 2006

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