Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older

October 13, 2021
Bill O’Leary, Esq.
Elder Law, Estate Planning, Special Needs, Special Needs Planning, Special Needs Trust

Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older By Jill Roamer, J.D., CIPP/US Special Needs Planning, Medicaid Planning, Case Law Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain Medicaid eligibility rules…