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Is Prior Occupancy Required to Have Home Excluded?

When qualifying for long-term Medicaid, there are asset and income restrictions. In many states,..

What Elements Must be Met for a Hardship Waiver?

By Jill Roamer, J.D., CIPP/US April 13, 2022

Federal law, specifically 42 U.S. Code § 1396p(c)(2)(D), dictates that a state must establish..

Applicant’s Funds Countable Notwithstanding Inability to Access Account

By Jill Roamer, J.D., CIPP/US March 31, 2022

What happens if a Medicaid applicant has funds in a bank account but cannot access those funds due..

Return on Investment Calculator Shows the Value of Your Services

By Jill Roamer, J.D., CIPP/US February 22, 2022

A powerful tool ElderCounsel members often utilize is the Return on Investment (ROI) Calculator...

California’s New Asset Rules

By Jill Roamer, J.D., CIPP/US February 3, 2022

Last August, we published a blog about California’s new Medicaid eligibility rules. Well, those new..

California, the Deficit Reduction Act, and Stacked Gifting

By Jill Roamer, J.D., CIPP/US January 19, 2022

The Deficit Reduction Act of 2005 (DRA) did many things. It implemented new whistleblower..

Ohio Appeals Court Rules on How Alimony Effects Available Income Calculation

By Jill Roamer, J.D., CIPP/US January 12, 2022

How is available income for Medicaid-eligibility purposes calculated in Ohio when the applicant..

Wife Liable for Nursing Home Expenses in Iowa Case

By Jill Roamer, J.D., CIPP/US December 23, 2021

Dean and Patricia were married for more than 50 years. In early 2017, Dean entered a nursing home...

Does Voluntary Payment of Past-due Nursing Home Charges Violate Federal Law?

By Jill Roamer, J.D., CIPP/US November 9, 2021

Federal law prohibits a nursing home from requiring that past-due expenses be paid as a condition..

Some States Cap Nursing Home Profits

By Jill Roamer, J.D., CIPP/US November 3, 2021

November brings National Alzheimer's Disease Awareness Month and some possible good news in the..

Promissory Note Case Law out of the United States Court of Appeals for the Tenth Circuit

By Jill Roamer, J.D., CIPP/US October 19, 2021

In many states, executing a promissory note is a viable and attractive strategy when engaging in..

The Power of the Medicaid Asset Protection Letter

By Jill Roamer, J.D., CIPP/US October 12, 2021

ElderDocx offers many amazing documents to draft, but today we are going to focus on the Medicaid..

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