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Thursday August 29, 2024 1:15pm - 2:15pm CDT
Outline:
1) Understanding QITs – income limits, requirements for proper use, legal authority to create, and how to close
2) Community Spousal resource assessment – how calculated, snapshot date, minimum and maximum,
3) Minimum monthly income for community spouses – maximum and beyond
4) Gifts to spouse – how and when to gift penalty free
5) Hardship – definition and utilization to protect resident and facility.
6) ALF and CHOICES group 2 – what does it pay for
7) Pending status – payment implications
8) Medicaid bed status -
9) Estate Recovery – review the rules
10) How to avoid committing a felony’
11) Redetermination response
12) SSI change
Speakers
JB

Josh Bey

Johnson McGinnis Elder Care Law & Estate Planning
As Public Benefits Specialist, Joshua Bey guides clients through every step of the Medicaid application and appeal process. Much of his work is on the financial portion of Medicaid cases where he helps families understand the process and meet spend-down deadlines. Before joining... Read More →
Thursday August 29, 2024 1:15pm - 2:15pm CDT
Cambridge A

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