Article: Medicaid eligibility rules. .(part 2)

This two-part article provides a road, map to current Medicaid eligibility law. Part II, below, describes a variety of planning strategies and opportunities to help a tax adviser counsel elderly individuals and married couples, as well as concerned members of their families. It also discusses various pitfalls, including state law variations to which advisers must be attuned.

This two-part article provides an analysis of Medicaid eligibility rules and planning techniques. Part I, in the May 2003 issue, examined the critical rules on timing a Medicaid application, transferring assets to trusts to preserve family wealth and understanding the tax consequences of ...

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