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Final Friday-The Zahner Case

September brought two interesting cases in the area of Medicaid planning. The Zahner case out of Pennsylvania was heard by the Third Circuit, and involved Medicaid-compliant annuities, specifically how short-term annuities should be treated. In Ohio, the Federal District Court denied the State’s motion for summary judgment and certified a class to challenge the State Medicaid agency’s refusal to provide for up to 3 months’ retroactive benefits to Medicaid Waiver recipients.

We had 2 of the top experts providing their input during the call – Rene Reixach, Esq., who argued the Zahner case, and Dale Krause, Esq., a leader in the field of Medicaid-compliant annuities. 

Our monthly Final Friday Update is one of the many member benefits we offer. For the month of October, we are offering access into this monthly webinar with no membership or fee required. If you'd like to set up a tour of ElderCounsel's benefits and membership, please visit us at www.eldercounsel.com


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