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MEDICAID AND THE HOME – PART 2

by Thomas D. Begley, Jr., CELA [Article originally published in Straight Word]  This is the second part of a two-part series on Medicaid and the home.  The previous article discussed the circumstances under which the home would be a non-countable asset, the five forms of ownership, income and real state taxation, estate recovery, risk factors,…

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MEDICAID AND THE HOME – PART 1

by Thomas D. Begley, Jr., CELA           This is the first part of a two-part series on Medicaid and the home.  The most valuable asset that most Medicaid planning clients have is their home.  They also have very strong emotional attachments to the home.  There are a number of strategies available…

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THE MEDICAID PAYBACK: HOW DOES IT REALLY WORK?

by Thomas D. Begley, Jr., Esquire, CELA The Medicaid payback in a personal injury case can often have four components.  These are: the lien against the settlement, Special Needs Trust payback, estate recovery, and ABLE account payback.  This article will briefly discuss each of the four components in a general way, but there are exceptions that…

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A TEN-STEP ANALYSIS TO MINIMIZE THE IMPACT OF A PERSONAL INJURY SETTLEMENT ON A PLAINTIFF RECEIVING PUBLIC BENEFITS

by Thomas D. Begley, Jr., Esquire, CELA             Many public benefits are means-tested and the receipt of a personal injury settlement will frequently disqualify the plaintiff from continuing to receive those public benefits.  There are many public benefits, but the most commons ones are SSI, Medicaid, SSDI, Medicare, Section 8 House, SNAP (Food Stamps), and Veterans Aid…

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