Summary of Key Planning Ideas

I think this is an appropriate time at my blog site to summarize what I think are the key planning techniques which survive the new law. Rather than discuss them in detail I will summarize such techniques with a reference to the post number.

The key planning techniques are as follows:

1. Payment of Debts and Expenses (Post 4).
2. Property Owned by Applicant Residing with Caretaker Child (Post 6).
3. Real Estate Planning Ideas for a Married Couple (Post 11).
4. Community Spouse Not Limited to Community Spouse Resource Allowance After Date of Eligibility of Applicant (Post 13).
5. The Significance of a Dependent Relative Residing in the Home With Applicant (Post 14).
6. Preserving the Community Spouse Resource Allowance (Post 26).
7. The Problem of the Working Spouse (Post 33).
8. Property Owned Jointly With Other Than Spouse (Post 35).
9. Assets Transferred to a Disabled Child (Post 42).
10. The Necessity for Other Professionals (Post 46).
11. Inaccessible Resources (Post 48).
12. Policy Decisions Affect Medicaid Rules (Post 49).
13. Transfers of an Excludable Resource (Post 58).
14. The Importance of a Carefully Prepared Transmittal Letter (Post 67).
15. Spousal Refusal (Post 78).
16. Real Estate Expenses as Part of the Spenddown (Post 83).
17. Changes That Affect Medicaid Planning (Post 84).
18. Reverse Half-a-Loaf Planning (Post 88).
19. Sources of Information for Medicaid Rules (Post 91).
20. Monies Received During the Month (Post 96).

I feel that a summary of the above key posts would be beneficial in light of the topics presented.

Disclaimer: This article does not constitute legal advice and each person may have unique facts for which legal consultation may be necessary.
© June 2009, Post 97