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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "Medicaid transfers"
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 Will Medicaid Count Payment on Life Insurance Policy as Gift By Mom?
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By Harry Margolis
In Long-Term Care Planning
Posted November 27, 2020

Will Medicaid Count Payment on Life Insurance Policy as Gift By Mom?

Question: Mom owned a life insurance policy on my father, who recently passed away. They named us kids as the beneficiaries. There was some cash value. When Mom eventually applies for Medicaid, [...]

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 What Happens if Congress Extends the Five-Year Medicaid Look-Back Period?
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By Harry Margolis
In Long-Term Care Planning
Posted December 14, 2018

What Happens if Congress Extends the Five-Year Medicaid Look-Back Period?

Question: If a grandfather provision implemented, should the current five-year look-back period for Medicaid transfers be extended? If you’re four years into a plan, and the law changes to [...]

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 Can Medicaid Applicant Transfer Life Insurance Policy to Spouse?
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By Harry Margolis
In Long-Term Care Planning
Posted January 26, 2018

Can Medicaid Applicant Transfer Life Insurance Policy to Spouse?

Question: Can someone applying for Medicaid transfer a $50,000 fave value universal life policy with a cash value of $1,906 to a spouse under the spousal impoverishment rules? Response: Yes. [...]

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 Medicaid Planning with the Half-a-Loaf or Rule of Halves Strategy
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By Harry Margolis
In Long-Term Care Planning
Posted August 11, 2017

Medicaid Planning with the Half-a-Loaf or Rule of Halves Strategy

One of the prime planning techniques used before a change in the  law meant to bar it, often referred to as “half a loaf,” was for the Medicaid applicant to give away approximately half of his or [...]

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