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Medicaid Rules Regarding Same Sex Marriage

 Spouse's Responsibility  Comments Off on Medicaid Rules Regarding Same Sex Marriage
Jun 032012
 

SAME SEX MARRIAGES PERFORMED IN NEW YORK

The Marriage Equality Act was enacted in New York on June 24, 2011, with the passage of Chapters 95 and 96 of the Laws of 2011 of New York State, effective July 24, 2011.  This Act formally recognizes otherwise-valid marriages without regard to whether the parties are of the same sex or different sex.  Chapter 95 of the Laws of 2011 of New York State, section 2.

The act changed New York Domestic Relations Law by adding section 10-a, adding section 10-b, amending section 11 (1), adding section 11 (1a), and amending section 13.

New York Domestic Relations Law section 10-a (2) states that benefits and responsibilities relating to marriage shall not differ based on the parties being of the same sex.

For Medicaid purposes, a same sex spouse is a legally responsible relative.  GIS 11 MA/023.

Medicaid lien rules and transfer of asset rules apply whether the spouse is of the same sex or the opposite sex.  GIS 11 MA/023.

The definition of “spouse” in the Medicaid Reference Guide now specifies that the term applies to individuals of the same sex who are married.  Medicaid Reference Guide, at glossary xxi.

Medicaid Financial Eligibility Rules for Nursing Home Care in New York State already addressed the issue of same sex marriages performed outside of New York State.

Posted 06/03/2012

Substantial Home Equity Limit for 2012

 Resources  Comments Off on Substantial Home Equity Limit for 2012
Jun 032012
 

The Substantial Home Equity Rule is described on pages 13-14 of Medicaid Financial Eligibility Rules for Nursing Home Care in New York State.  For 2012, the Substantial Home Equity Limit was increased to $786,000.  See GIS 12 MA/002; Medicaid Reference Guide at 782.

Posted 06/03/2012

Regional Rates for 2012

 Transfer of Assets (Gifting)  Comments Off on Regional Rates for 2012
Jun 032012
 

Page 54 of Medicaid Financial Eligibility Rules for Nursing Home Care in New York State describes how to calculate a penalty period for transfer of assets.  You need to know the regional rate in order to calculate the penalty period.

The regional rates for 2012 may be found in GIS 12 MA/003.

This GIS tells you which counties are in which region.

It tells you to use the rate for the region in which the nursing home is

located.

Posted 06/03/2012

Income Levels for 2012

 Income  Comments Off on Income Levels for 2012
May 282012
 

Medicaid Financial Eligibility Rules for Nursing Home Care in New York State should be updated as follows:

INCOME LEVEL FOR 2012 — MONTH ONE — PERSON IN A NURSING HOME WHO DOES NOT HAVE A COMMUNITY SPOUSE
The Medically Needy Income Level for a household of one for 2012 is $792 per month.  GIS 11 MA/027.

INCOME LEVEL FOR 2012 — MONTH ONE — PERSON IN A NURSING HOME WHO DOES HAVE A COMMUNITY SPOUSE
The Medically Needy Income Level for a household of one for 2012 is $792 per month.  GIS 11 MA/027.

INCOME LEVEL FOR 2012 — AFTER MONTH ONE — PERSON IN A NURSING HOME WHO DOES NOT HAVE A COMMUNITY SPOUSE
The person in the nursing home is allowed to keep a Personal Needs Allowance of $50 per month for 2012.  GIS 11 MA/027, Attachment; GIS 12 MA/009, Attachment; 12-INF-04, Attachment 2; Medicaid Reference Guide, at 774.

INCOME LEVEL FOR 2012 — AFTER MONTH ONE — PERSON IN A NURSING HOME WHO DOES HAVE A COMMUNITY SPOUSE
The person in the nursing home is allowed to keep a Personal Needs Allowance of $50 per month for 2012.  GIS 11 MA/027, Attachment; GIS 12 MA/009, Attachment; 12-INF-04, Attachment 2; Medicaid Reference Guide, at 774.

INCOME LEVEL FOR 2012 — COMMUNITY SPOUSE
The community spouse is allowed to keep $2,841 per month of income during 2012.  GIS 11 MA/027; GIS 12 MA/009, Attachment; Medicaid Reference Guide, at 775.

Posted 05/28/2012

Resource Levels for 2012

 Resources  Comments Off on Resource Levels for 2012
May 282012
 

Medicaid Financial Eligibility Rules for Nursing Home Care in New York State should be updated as follows:

RESOURCE LEVEL FOR THE MEDICAID APPLICANT FOR 2012

The resource level for the Medicaid applicant is $14,250 for the year 2012.  GIS 11 MA/027; GIS 12 MA/009 Attachment.

 

COMMUNITY SPOUSE RESOURCE ALLOWANCE FOR 2012

For 2012, the minimum is $74,820 and the maximum is $113,640.  If the community spouse’s half is $113,640 or more, the community spouse can keep $113,640.  GIS 11 MA 027 and GIS 12 MA/009 Attachment.  Note that Medicaid Reference Guide, at 779 says $133,640.  I assume that is a typographical error.

Posted 05/28/2012