COA Makes Miraculous Medicaid Turnaround
By Doug Chalgian on May 28, 2022
Last week I posted about a Court of Appeals opinion called In Re Richard Lee Conrad. In that post, I complained that a three-judge panel of the...
COA Issues Misguided Opinion on Medicaid Planning
By Doug Chalgian on May 22, 2022
In the end, the only thing that matters about this case is that it is unpublished. And that’s good. Otherwise, Conrad v Michigan Department of Health and...
Medicaid Modifies Vehicle Exclusion
By Doug Chalgian on October 19, 2021
The Michigan Department of Health and Human Services has decided to update the definition of “vehicle” in the context of its long-term care Medicaid programs. As you...
Notable BEM Changes
By Doug Chalgian on March 2, 2021
This post is about Medicaid long term care benefits in Michigan, and assumes some general understanding on the part of the reader with respect to Medicaid planning and...
COA Delivers Lump of Coal to Medicaid Planners
By Doug Chalgian on December 18, 2020
In the combined cases of Schroeder v DHHS and Almy v DHHS , the Michigan Court of Appeals’ imposes severe punishment on the use of probate court protective...
SBO Trusts Targeted Again
By Doug Chalgian on June 25, 2020
Yesterday, DHHS released a proposed policy which is summarized as follows: Effective October 1, 2020 all transfers by the applicant or the applicant's spouse to a trust established...
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...
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...
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