Medicaid Excess Income Spend Down

Happy new year to all!

My friend Valerie Bogart of the Evelyn Frank Legal Assistance Program at NYLAG just advised:


New “Pooled Trust Notification Bill” Passed!  

“Starting June 2018, new applicants for Medicaid – and people already receiving Medicaid who have a spend-down – must be given notice in plain language that explains the availability of supplemental needs trusts to eliminate the spend-down for people with income above the Medicaid income limits.   The notice shall include information on how to enroll in a trust and how to request the local Dept. of Social Services to re-budget income.”


This is really good news since many providers do not advise new enrollees about the need to see a qualified elder law attorney about this right.


Peter J. Strauss


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