05 Aug ADDITIONAL SUCCESS STORY OF THE MONTH – THE USE OF UTMAs IN MEDICAID PLANNING
Posted at 09:00h
in 529 plan, Estate Planning, Long Term Care, Medicaid Application, Medicaid Planning, Success Story of the Month, utma
Long-term care Medicaid helps pay for long-term care costs if certain eligibility requirements such as medical necessity, Medicaid bed availability, “countable” resources being below a $2,000 limit, restrictions on most uncompensated transfers if made within five years of application, etc., are met. In this case the...