IRAs as Countable Assets for a Community Spouse

The latest in a line of cases from various states holding that an IRA or other retirement account of a community spouse is not exempt in determining Medicaid eligibility for the institutionalized spouse is Ark. Dep’t of Human Svcs. v. Pierce, 2014 Ark. 251 (May 29, 2014).  This is Continue reading

Heir Liable for Reimbursement of Mother’s Medicaid Expenses

A California appeals court rules that the heir of an estate who sold her interest in her mother’s house to her brother is liable to the state for reimbursement of her mother’s Medicaid expensesEstate of Mays (Cal. App., 3d, No. C070568, June 30, 2014).

Medi-Cal (Medicaid) recipient Continue reading