Cautious Optimism Greets MSC Decision on SBO Trusts
By Doug Chalgian on May 10, 2019
The SBO Trust is back – or is it? Yesterday the Michigan Supreme Court released its long awaited decision in the case of Hegadorn v The Department of...
Proposed Policy Promises Problems for Planners
By Doug Chalgian on April 4, 2019
This is a post about Medicaid long term care planning. The topic is a proposed policy change related to the use of promissory notes in Medicaid planning. If...
Puzzling New Medicaid Policy on Homestead Exemption to Take Effect
By Doug Chalgian on January 9, 2019
Heads Up: If Medicaid planning isn’t your bag, you may want to pass on this post. As of February 1, 2019, Bridges Eligibility Manual Item 400 (aka “BEM...
VA Program Adds Divestment Rules and More
By Doug Chalgian on September 18, 2018
The so-called “Aid and Attendance” pension has become an important source of income for older adults needing long term care services, and an important source of business for...
MSC Takes Its Shot at Estate Recovery
By Doug Chalgian on August 1, 2017
The Michigan Supreme Court has released an opinion in four combined cases all involving Michigan's Medicaid Estate Recovery Program. As we've learned from prior posts, the Michigan Court of Appeals...
Estate Recovery – Last Gasp or Second Wind
By Doug Chalgian on January 11, 2017
Thursday, January 12, the Michigan Supreme Court is scheduled to hear oral arguments in several combined matters all relating to the issue of Medicaid estate recovery. The main...
Two Happy Notes
By Doug Chalgian on December 8, 2016
On the topic of self-settled special needs trusts (aka Medicaid Pay-Back Trusts; aka D4A Trusts), the “Special Needs Trust Fairness Act” has passed both houses of Congress and...
Lame Duck Legislature Lays Golden Egg – BIG TIME
By Doug Chalgian on December 3, 2016
DAPT – learn it and love it. Soon it will be all the talk. Domestic asset protection trusts. The news is that the Michigan legislature has approved a...
A Bridge Too Far
By Doug Chalgian on October 19, 2016
When clients come in with really difficult problems, we all try to come up with creative solutions to get them out of the jam. But there is a...
New Policy undermines LTC Partnership Insurance Benefits
By Doug Chalgian on July 22, 2016
Foolish me. I got excited about the implementation of a long term care insurance partnership program in Michigan, and have written about it here several times. As previously...
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