Each stage of life brings new
financial obligations and
challenges. Our blog provides
insight and helpful information to guide you and your loved ones through those pivotal moments.
MCLE Webinar on 7/18 to discuss the Daley and Nadeau decisions and their implications for irrevocable trusts and Medicaid planning
Lisa Neeley will be speaking about her role as lead counsel in the Nadeau case as well as offering her thoughts on the future of Medicaid planning in Massachusetts. Click here for more information and to register for the Webinar.
Check out “You’re Probably Going to Need Medicaid” in The New York Times for an interesting read on the relevance of Medicaid.
Today the Massachusetts Supreme Judicial Court issued its decision in the cases of Nadeau v. Director of the Office of Medicaid and Daley v. Secretary of the Executive Office of Health and Human Services. In the unanimous decision, the SJC held that the ability of an applicant for benefits to reside in property that has been transferred into an irrevocable trust does not render the corpus of the trust a countable resource in a MassHealth long-term care benefit application:
“We conclude that neither the grant in an irrevocable trust of a right of use and occupancy in a primary residence to an applicant nor the retention by an applicant of a life estate in his or her primary residence makes the equity in the home owned by the trust a countable asset for the purpose of determining Medicaid eligibility for long-term care benefits.”
This decision also clarifies that Federal law is controlling in a state’s eligibility determination, an issue which had been challenged by MassHealth over the past several years. Attorney Lisa Neeley represented the Plaintiff, Mr. Lionel Nadeau, before the SJC. For the full decision, click here.
Lisa Neeley’s article published in National Academy of Elder Law Attorneys Spring 2017 NAELA Journal
The NAELA Journal Spring 2017 issue includes Lisa Neeley’s article Limiting State Medicaid Agency Attempts to Expand the “Any Circumstances” Test: An Analysis of Massachusetts’ Multiyear Legal Battle Over the Use of Irrevocable Trusts in Long-Term Care Planning. The article explores the use of irrevocable trusts as a Medicaid long-term care planning tool, highlighting key Massachusetts cases to provide a thorough history of the litigation surrounding such planning and its current legal implications.
Recently, there has been much discussion in the news about the possibility of Congress radically altering the Medicaid program by converting it into a block grant system. Such a change would convert Medicaid into a system in which each state would receive a finite amount of funds to administer its individual Medicaid program. These funds are referred to as “block grants.” Continue reading
Check out “Estate Planning for Snowbirds.”
What do Medicaid cuts have to do with divorce? Read Lisa Neeley’s thoughts in Jordan Rosenfeld’s article “The GOP plan to roll back Medicaid might force more couples to get divorced” published today in The Washington Post.
Promissory notes are a tool that attorneys have relied on in MassHealth planning. A promissory note is essentially a written promise to pay someone a certain amount of money at a certain time. In this post, I use one of our recent successful appeals of a MassHealth decision to illustrate the regulatory requirements that a promissory note must meet to avoid being deemed a disqualifying transfer. In our case, “Glenda” applied for MassHealth long-term care benefits but was denied because MassHealth determined that a promissory note between Glenda’s husband and her son was a disqualifying transfer. Continue reading
On March 21, 2017, the Association of Developmental Disabilities Providers will host its “Overview of Legal and Physical Health Aspects of Aging” training in Framingham, Massachusetts as part of its Aging Training Series. Lisa Neeley will discuss the intersection of aging and the law. Click here for more information and to register for the event.
As elder law attorneys, it is our goal to have each and every client’s Medicaid application to receive MassHealth benefits ultimately approved. However, the reality is that in some cases, an application may initially be denied.
Applications are denied for a variety of reasons. Continue reading