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How Can My Elderly Parent Qualify for Medicaid?

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In order to qualify for Medicaid, a single individual cannot have more than $2,000 in countable assets, and a couple cannot have more than $101,540. Any excess must be either spent down till it's gone (not generally the best alternative), gifted (which causes a costly period of Medicaid ineligibility), or converted to a non-countable asset. Such a non-countable asset is a "Medicaid annuity." Here's how it works.

An annuity is a regular stream of payments back to you, in exchange for a lump sum of money. They can be either private (made between you and a family member) or commercial (made with an insurance company). Medicaid only allows commercial annuities.

For example, if you are a male, age 70, you could transfer $50,000 to an insurance company in exchange for a monthly annuity payment of $400, guaranteed for your life, no matter how long you lived. But what if you died unexpectedly after two years? The annuity payments would stop. Most people do not like that, and therefore will typically purchase the annuity with a "guarantee period" of at least a certain number of years.

According to the Medicaid rules, a male age 70 has a life expectancy of 12.8 years. So you cannot purchase an annuity with a guarantee period that exceeds 12.8 years without causing a period of disqualification from Medicaid. So let's stick with 12.8 years to be safe. Because you are guaranteed payments for the longer of your life expectancy or 12.8 years, the monthly payments will be lower. In this example, they drop from $400 to $354 per month.

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winkpc said
Jan 13, 2010

Interesting, but I would like to know the scenario if both husband and wife are alive and one of them needs nursing home care. I used "spousal refusal" a fewyears back. Also, what was the law on reimbursement after death prior to 2/8/06?

N1K2R3 said
Jan 18, 2010

As an Econ major, I must have been asleep the day that they taught Annuities. When I did wake up, someone told me that it was explained as follows: One gives up, lets say $100,000.00 to an insurance company that offers annuities. In return for your $100,000.00, you get a "stream of money", perhaps $600.00 a month directly deposited into your checking account. Well la dee dah! Who in their right mind would give up $100,000.00 for a measley $600.00 a month? I spend that on restaurants and clothing stores. Why would anyone do that? I guess that I am confused. Why wouldn't you put the $100,000.00 into the stock market in a safe, or perhaps not-so-safe mutual fund? What does "annuitized" mean? Does one "lose" the $100,000.00 at some point in time (old age, or death)? What if you want out? Let's say you downsize and CAN live on your S.S. money and your Pension Fund money. Well Gollee! My suggestion is Don't give up the ship. Put the lump sum in a Mutual Fund, a C.D. or a Bond Fund, or how 'bout a plain ole high yield Savings Account?

ladydi103 said
Feb 3, 2010

My 78 year old aunt needs to replace her glasses. At one time we got them replaced. I am thinking medicad paid for her glasses rims and the glass part and medicare paid for check up for her eyes. Is this correct does someone know. Please help

2Weary said
May 12, 2010

I read this article with some hope..but now after researching a little it seems as if it has mainly become outdated and the strategies outlined in have become difficult or sinnce a 2006 law and that states are trying to make sure children pay for their parents in anticipation of aging babyboomers.

Mike3 said
Jun 1, 2010

If I take care of my dad can he qualify for medicade if he buys an annuity and puts it in my moms name?

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Aging Parents and Elder Care Expert

GabrielHeiser

K. Gabriel Heiser

Attorney, author, Medicaid asset protection planning
Antioch, Tennnessee

K. Gabriel Heiser is an attorney with over 25 years experience in elder law and estate planning. Heiser is the author of "How to Protect Your Family's Assets from Devastating Nursing Home Costs: Medicaid Secrets," an annually updated practical guide for the layperson.

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