In 2018 the Missouri Western District ruled that a transfer upon death of a community spouse during the look-back period can disqualify an institutionalized spouse from MO HealthNet benefits. In this session we will discuss the Hallam decision and the opportunities available in planning to avoid such disqualification when planning for nursing home benefits.
The key takeaways will be understanding the case law and federal statutes discussed in the case, some advance planning techniques, as well as crisis planning for married couples.
Speaker: Russell Fracassa, Paths Law Firm, Lee's Summit